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Dollar Tree
DLTR

Overview Fund Activity

591 hedge funds and large institutions have $16.2B invested in Dollar Tree in 2015 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 194 increasing their positions, 234 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
+23
Holders Change %
+4.05%
% of All Funds
15.76%
Holding in Top 10
33
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+73.68%
% of All Funds
0.88%
New
92
Increased
194
Reduced
234
Closed
63
Calls
$394M
Puts
$70.1M
Net Calls
+$324M
Net Calls Change
+$127M

Top Buyers

1
MCM
Marsico Capital Management
Colorado
$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$476M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$207M
4
JHIU
Janus Henderson Investors US
Colorado
$195M
5
AllianceBernstein
AllianceBernstein
Tennessee
$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$97.2M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$95.6M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$37.2M
5
MG
Meritage Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
551
Clean Yield Group
Vermont
$49K +$49K +600 New
Manulife (Manufacturers Life Insurance)
552
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.3K +$30.7K +378,426 +175%
CCMW
553
Cypress Capital Management (Wyoming)
Wyoming
$45.4K +$45.4K +560 New
IRS
554
Invictus RG (Singapore)
Singapore
$41K -$120K -1,463 -75%
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K -$16.4K -202 -29%
BAM
556
Bruderman Asset Management
New York
$39K +$39K +480 New
BBHC
557
Brown Brothers Harriman & Co
New York
$34K – – –
IMS
558
Index Management Solutions
Pennsylvania
$32K -$31.3K -383 -49%
ANBT
559
American National Bank & Trust
Texas
$31K -$8.16K -100 -21%
PMFA
560
Plante Moran Financial Advisors
Michigan
$30K – – –
GAM
561
Gemmer Asset Management
California
$30K – – –
AC
562
Alexandria Capital
Virginia
$29K -$410 -5 -1%
TF
563
Tompkins Financial
New York
$25K +$25K +310 New
PCM
564
Prelude Capital Management
New York
$25K +$25K +310 New
TDC
565
Thompson Davis & Co
Virginia
$19K +$8.76K +107 +86%
ASN
566
Advisory Services Network
Georgia
$17K – – –
PSI
567
Pinnacle Summer Investments
Virginia
$16K – – –
WT
568
Whittier Trust
California
$12K -$6.32K -80 -34%
HI
569
Hudock Inc
Pennsylvania
$11K -$4.02K -49 -27%
MA
570
MCF Advisors
Kentucky
$11K – – –
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$14.2K -175 -58%
AIM
572
Advantage Investment Management
Iowa
$10K +$5.46K +65 +120%
MWAN
573
Mariner Wealth Advisors (NYC)
Kansas
$9K +$9K +109 New
KTC
574
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
MUS
575
Mitsubishi UFJ Securities
Japan
$8K +$8K +100 New
21 22
23
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