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Dollar Tree
DLTR

Overview Fund Activity

654 hedge funds and large institutions have $15.8B invested in Dollar Tree in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 270 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
-64
Holders Change %
-8.91%
% of All Funds
14.45%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
89
Increased
201
Reduced
270
Closed
145
Calls
$174M
Puts
$151M
Net Calls
+$23.1M
Net Calls Change
+$68.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$495M
2
EIP
Epoch Investment Partners
New York
+$136M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.1M
5
Ameriprise
Ameriprise
Minnesota
+$85.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$554M
2
JSP
Jackson Square Partners
California
-$471M
3
FAM
Fred Alger Management
New York
-$152M
4
Macquarie Group
Macquarie Group
Australia
-$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
526
First Command Financial Services
Texas
$66K – – –
FCB
527
First Command Bank
Texas
$66K – – –
SPIA
528
Steward Partners Investment Advisory
New York
$65K +$13K +177 +25%
First Manhattan
529
First Manhattan
New York
$63K +$12.1K +166 +24%
NIM
530
NuWave Investment Management
New Jersey
$62K +$51.1K +695 +466%
IUHSA
531
Itau Unibanco Holding S.A.
Brazil
$59K -$1.02M -13,777 -95%
PRC
532
Pearl River Capital
Michigan
$59K +$59K +801 New
Acadian Asset Management
533
Acadian Asset Management
Massachusetts
$58K – – –
CFB
534
Cullen/Frost Bankers
Texas
$57K -$5.73K -78 -9%
GRP
535
Global Retirement Partners
California
$55K -$23.5K -317 -30%
LWA
536
Lenox Wealth Advisors
New York
$54K +$4.06K +55 +8%
EDRH
537
Edmond de Rothschild Holding
Switzerland
$53K -$12.7K -173 -19%
TCOV
538
Trust Company of Vermont
Vermont
$52K -$82.1K -1,121 -61%
CWP
539
CFM Wealth Partners
Texas
$52K – – –
NSIM
540
North Star Investment Management
Illinois
$52K – – –
CCA
541
Column Capital Advisors
Indiana
$49K – – –
NFG
542
Next Financial Group
Texas
$46K -$15.1K -205 -25%
DZ Bank
543
DZ Bank
Germany
$43K -$33.1K -460 -44%
MHR
544
Matthew Hamilton Rosenberg
$41K +$41K +550 New
BII
545
Bainco International Investors
Massachusetts
$41K +$41K +563 New
FBT
546
First Bank & Trust
South Dakota
$41K +$41K +564 New
WFMPM
547
Woodley Farra Manion Portfolio Management
Indiana
$40K -$14.5K -200 -27%
CYG
548
Clean Yield Group
Vermont
$37K – – –
MSFP
549
Mark Sheptoff Financial Planning
Connecticut
$37K – – –
VCM
550
Versant Capital Management
Arizona
$35K -$6K -83 -15%
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