DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

658 hedge funds and large institutions have $18.8B invested in Dollar Tree in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 234 increasing their positions, 240 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
-11
Holders Change %
-1.64%
% of All Funds
15.08%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
85
Increased
234
Reduced
240
Closed
91
Calls
$323M
Puts
$270M
Net Calls
+$52.6M
Net Calls Change
+$21.9M

Top Buyers

1
MC
Maverick Capital
Texas
+$346M
2
DCP
Darsana Capital Partners
New York
+$170M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$139M
4
SI
Scharf Investments
California
+$114M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$319M
2
American Century Companies
American Century Companies
Missouri
-$250M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$247M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
5
HCM
Highfields Capital Management
Massachusetts
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
551
Guardian Life Insurance
New York
$56K +$9.33K +109 +20%
AOWM
552
Alpha Omega Wealth Management
Virginia
$55K -$16.9K -200 -24%
SLF
553
Sun Life Financial
Ontario, Canada
$55K +$46.2K +541 +525%
FCFS
554
First Command Financial Services
Texas
$54K – – –
FCB
555
First Command Bank
Texas
$54K – – –
THWM
556
Taylor Hoffman Wealth Management
Virginia
$54K – – –
VCM
557
Versant Capital Management
Arizona
$54K – – –
CA
558
Crewe Advisors
Utah
$53K +$29.6K +347 +127%
SWM
559
SeaCrest Wealth Management
New York
$51K – – –
TCOV
560
Trust Company of Vermont
Vermont
$51K +$18.7K +217 +58%
MCM
561
Mainstay Capital Management
Michigan
$51K +$51K +600 New
OHS
562
Odey Holdings (Switzerland)
Switzerland
$48K +$31.2K +370 +185%
PG
563
Patten Group
Tennessee
$45K – – –
Rockefeller Capital Management
564
Rockefeller Capital Management
New York
$45K +$14.7K +175 +49%
PA
565
Parallel Advisors
California
$44K -$674 -8 -2%
VC
566
Vestor Capital
Illinois
$43K – – –
WCAMG
567
Woodard & Company Asset Management Group
North Carolina
$42.5K – – –
DBT
568
Dubuque Bank & Trust
Iowa
$42K – – –
IWP
569
Icon Wealth Partners
Texas
$42K +$42K +490 New
VFA
570
Valeo Financial Advisors
Indiana
$39K +$21.5K +230 +123%
AssetMark Inc
571
AssetMark Inc
California
$37K -$1.61K -19 -4%
CF
572
Centaurus Financial
California
$36K +$36K +421 New
NCM
573
Nelson Capital Management
California
$34K – – –
FPFS
574
First Personal Financial Services
North Carolina
$33K -$96.6K -1,147 -75%
Bessemer Group
575
Bessemer Group
New Jersey
$33K -$8.03K -93 -20%
21 22
23
24 25