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Dollar Tree
DLTR

Overview Fund Activity

684 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 225 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+30
Holders Change %
+4.59%
% of All Funds
14.06%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.45%
New
121
Increased
233
Reduced
225
Closed
88
Calls
$184M
Puts
$172M
Net Calls
+$11.6M
Net Calls Change
-$11.5M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$268M
2
MC
Maverick Capital
Texas
+$178M
3
Ameriprise
Ameriprise
Minnesota
+$111M
4
Renaissance Technologies
Renaissance Technologies
New York
+$101M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$712M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73.9M
5
JCM
Junto Capital Management
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
526
Fox Run Management
Connecticut
$207K -$48.9K -528 -19%
CCT
527
Country Club Trust
Missouri
$207K -$30.1K -322 -13%
AOWM
528
Alpha Omega Wealth Management
Virginia
$206K +$206K +2,218 New
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$205K +$205K +2,207 New
BFIM
530
Beese Fulmer Investment Management
Ohio
$204K +$204K +2,196 New
IC
531
Intersect Capital
California
$204K +$204K +2,200 New
BCM
532
Breiter Capital Management
Florida
$204K +$204K +2,200 New
3C
533
361 Capital
Colorado
$201K +$201K +2,167 New
SPIA
534
Steward Partners Investment Advisory
New York
$189K +$107K +1,157 +130%
FQ
535
First Quadrant
California
$185K -$315K -3,400 -63%
Rockefeller Capital Management
536
Rockefeller Capital Management
New York
$185K +$53.9K +581 +41%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$178K -$46.3K -500 -21%
GC
538
Grace Capital
Massachusetts
$176K – – –
EMFAT
539
Emerald Mutual Fund Advisers Trust
Pennsylvania
$174K +$174K +1,880 New
RA
540
Rational Advisors
New York
$170K -$327K -3,522 -66%
AAP
541
Arax Advisory Partners
Colorado
$166K – – –
QCG
542
Quadrant Capital Group
Ohio
$166K +$28.1K +303 +20%
VFA
543
Valeo Financial Advisors
Indiana
$151K +$11.4K +123 +8%
AAM
544
Advisors Asset Management
Colorado
$147K -$7.04K -76 -5%
BBHC
545
Brown Brothers Harriman & Co
New York
$147K +$44K +474 +43%
DZ Bank
546
DZ Bank
Germany
$147K +$92K +998 +167%
BG
547
Bollard Group
Massachusetts
$143K +$143K +1,538 New
C
548
Cerebellum
California
$127K +$127K +1,188 New
CFG
549
Citizens Financial Group
Rhode Island
$126K -$3.24K -35 -3%
Daiwa Securities Group
550
Daiwa Securities Group
Japan
$117K – – –
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