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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 %
AAP
576
Arax Advisory Partners
Colorado
$33K -$414 -5 -1%
FGAM
577
Financial Gravity Asset Management
Texas
$32K -$2.1K -23 -6%
GRP
578
Global Retirement Partners
California
$31K – – –
CBOA
579
Commonwealth Bank of Australia
Australia
$31K +$7.03K +88 +29%
GAM
580
Gemmer Asset Management
California
$30K – – –
GTAM
581
Global Trust Asset Management
Florida
$27K – – –
PMFA
582
Plante Moran Financial Advisors
Michigan
$26K – – –
RCAG
583
Rehmann Capital Advisory Group
Michigan
$25.1K +$10.2K +120 +69%
TWA
584
TCI Wealth Advisors
Arizona
$25K – – –
M
585
MOTCO
Texas
$24K – – –
PW
586
Price Wealth
Texas
$24K +$13.2K +156 +122%
TFS
587
TrustCore Financial Services
Tennessee
$23K +$6.25K +72 +37%
MSE
588
MUFG Securities EMEA
United Kingdom
$23K +$23K +266 New
IDBONY
589
Israel Discount Bank of New York
New York
$21K – – –
SIAS
590
Shine Investment Advisory Services
Colorado
$18K +$5.89K +71 +49%
LJHT
591
Laurie J. Hall Trustee
$17K – – –
WT
592
Whittier Trust
California
$17K – – –
BCWM
593
Bartlett & Co Wealth Management
Ohio
$17K +$17K +200 New
BC
594
Bartlett & Co
Ohio
$17K +$17K +200 New
TFO
595
Tarbox Family Office
California
$16K – – –
GFP
596
Gryphon Financial Partners
Ohio
$15K -$976 -11 -6%
NSIM
597
North Star Investment Management
Illinois
$15K – – –
AIM
598
Advantage Investment Management
Iowa
$13K -$15.5K -180 -54%
LWA
599
Lenox Wealth Advisors
New York
$12K -$10.5K -122 -47%
TL
600
TrueWealth LLC
Georgia
$12K – – –
22 23
24
25 26