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Dollar Tree
DLTR

Overview Fund Activity

605 hedge funds and large institutions have $21.2B invested in Dollar Tree in 2016 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 225 increasing their positions, 226 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+26
Holders Change %
+4.49%
% of All Funds
16.17%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
1.1%
New
76
Increased
225
Reduced
226
Closed
42
Calls
$241M
Puts
$251M
Net Calls
-$10.7M
Net Calls Change
-$13.9M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$1.26B
2
WA
WestEnd Advisors
North Carolina
$94.6M
3
ACM
Atlanta Capital Management
Georgia
$78.9M
4
Citadel Advisors
Citadel Advisors
Florida
$228M
5
AIM
abrdn Investment Management
United Kingdom
$264M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$1.08B
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.98M
3
Wells Fargo
Wells Fargo
California
$491M
4
BC
Brahman Capital
New York
$171M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
551
Northwestern Mutual Wealth Management
Wisconsin
$54K -$50.4K -537 -48%
AWM
552
AllSquare Wealth Management
New York
$40K +$40K +428 New
TCOV
553
Trust Company of Vermont
Vermont
$39K +$6.61K +69 +20%
NCM
554
Nelson Capital Management
California
$38K – – –
KF
555
Krilogy Financial
Missouri
$38K +$38K +401 New
PG
556
Patten Group
Tennessee
$37.7K – – –
WOC
557
West Oak Capital
California
$37.7K – – –
AC
558
Alexandria Capital
Virginia
$36K +$285 +3 +0.8%
GAM
559
Gemmer Asset Management
California
$35K – – –
LNB
560
Ledyard National Bank
$34K – – –
NFG
561
Next Financial Group
Texas
$30K +$10.7K +116 +56%
PMFA
562
Plante Moran Financial Advisors
Michigan
$29K -$10.6K -113 -27%
TWA
563
TCI Wealth Advisors
Arizona
$28K +$2.65K +28 +10%
FNBT
564
FineMark National Bank & Trust
Florida
$27K +$7.99K +84 +42%
ANBT
565
American National Bank & Trust
Texas
$26K – – –
ACS
566
Archford Capital Strategies
Illinois
$25K +$25K +260 New
JG
567
Jefferies Group
New York
$24K -$1.57M -16,402 -98%
RFA
568
Reilly Financial Advisors
California
$24K +$24K +250 New
BAM
569
Barrett Asset Management
New York
$21K – – –
BFEC
570
Benjamin F. Edwards & Company
Missouri
$19K – – –
TC
571
Trust Company
Kansas
$17K – – –
MA
572
MCF Advisors
Kentucky
$17K – – –
GP
573
GLG Partners
United Kingdom
$16K – – –
BBHC
574
Brown Brothers Harriman & Co
New York
$14K – – –
EDRH
575
Edmond de Rothschild Holding
Switzerland
$14K – – –
21 22
23
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