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Dollar Tree
DLTR

Overview Fund Activity

579 hedge funds and large institutions have $18.7B invested in Dollar Tree in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+13
Holders Change %
+2.3%
% of All Funds
15.45%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
73
Increased
224
Reduced
208
Closed
53
Calls
$240M
Puts
$237M
Net Calls
+$3.21M
Net Calls Change
-$9.29M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$352M
2
AIM
abrdn Investment Management
United Kingdom
$167M
3
AllianceBernstein
AllianceBernstein
Tennessee
$290M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$654M
5
Citadel Advisors
Citadel Advisors
Florida
$132M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$0
2
JHIU
Janus Henderson Investors US
Colorado
$1.32B
3
SCP
Soroban Capital Partners
New York
$0
4
Wells Fargo
Wells Fargo
California
$536M
5
DCM
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
551
NewSquare Capital
Pennsylvania
$12K – – –
EDRH
552
Edmond de Rothschild Holding
Switzerland
$12K – – –
PFBT
553
Parkside Financial Bank & Trust
Missouri
$11K +$1.83K +21 +20%
CA
554
CapWealth Advisors
Tennessee
$10K – – –
AIM
555
Advantage Investment Management
Iowa
$10K – – –
GWM
556
Gupta Wealth Management
California
$10K +$8.25K +99 +471%
MUS
557
Mitsubishi UFJ Securities
Japan
$8K -$9.6K -120 -55%
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
FAM
559
Fortaleza Asset Management
Illinois
$6.18K +$6.18K +75 New
TRCT
560
Tower Research Capital (TRC)
New York
$6K -$4K -46 -40%
MCM
561
Manchester Capital Management
Vermont
$6K – – –
TFO
562
Tarbox Family Office
California
$6K +$4.17K +48 +229%
PCP
563
Proficio Capital Partners
Massachusetts
$5K -$635 -8 -11%
KKAMG
564
Kernodle & Katon Asset Management Group
Arkansas
$5K +$5K +55 New
WT
565
Whittier Trust
California
$4K – – –
TSU
566
TD Securities (USA)
New York
$4K – – –
AAC
567
Asset Advisors Corp
Georgia
$4K – – –
ZB
568
Zions Bancorporation
Utah
$4K – – –
EFSCE
569
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
BC
570
Bartlett & Co
Ohio
$3K – – –
QAM
571
QCI Asset Management
New York
$2K -$250 -3 -11%
SA
572
SRH Advisors
Kansas
$2K – – –
BWA
573
Burt Wealth Advisors
Maryland
$2K +$2K +25 New
Korea Investment Corp
574
Korea Investment Corp
South Korea
$1K -$7.21M -158,722 -100%
SIG
575
Stanford Investment Group
California
$1K – – –
21 22
23
24 25