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Dollar Tree
DLTR

Overview Fund Activity

718 hedge funds and large institutions have $21.1B invested in Dollar Tree in 2019 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 252 increasing their positions, 236 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+27
Holders Change %
+3.91%
% of All Funds
14.18%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.38%
New
127
Increased
252
Reduced
236
Closed
87
Calls
$283M
Puts
$328M
Net Calls
-$45.3M
Net Calls Change
+$14.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$171M
2
PCM
Palestra Capital Management
New York
$139M
3
Macquarie Group
Macquarie Group
Australia
$968M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$544M
5
MCM
Melvin Capital Management
New York
$84.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.34B
2
Invesco
Invesco
Georgia
$67.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
576
Schroder Investment Management Group
United Kingdom
$120K +$120K +1,278 New
CAW
577
Cornerstone Advisors (Washington)
Washington
$119K +$281 +3 +0.2%
CFG
578
Citizens Financial Group
Rhode Island
$119K +$10.6K +113 +10%
BBHC
579
Brown Brothers Harriman & Co
New York
$116K -$4.05K -43 -3%
VFA
580
Valeo Financial Advisors
Indiana
$115K -$2.54K -27 -2%
WTC
581
WhitTier Trust Company
Nevada
$113K – – –
GWM
582
Geneos Wealth Management
Colorado
$104K +$3.96K +43 +4%
WAM
583
Wolverine Asset Management
Illinois
$101K +$42.4K +452 +72%
GRP
584
Global Retirement Partners
California
$100K -$9.82K -104 -9%
DZ Bank
585
DZ Bank
Germany
$99K +$49.8K +532 +101%
EMFAT
586
Emerald Mutual Fund Advisers Trust
Pennsylvania
$98K +$98K +1,039 New
FPS
587
Fieldpoint Private Securities
Connecticut
$94K – – –
FGAM
588
Financial Gravity Asset Management
Texas
$94K +$7.52K +2 +9%
EDRH
589
Edmond de Rothschild Holding
Switzerland
$84K -$63.4K -675 -43%
FCFS
590
First Command Financial Services
Texas
$84K -$3.27K -35 -4%
FCB
591
First Command Bank
Texas
$84K -$3.27K -35 -4%
CFB
592
Cullen/Frost Bankers
Texas
$81K +$6.26K +66 +8%
ZB
593
Zions Bancorporation
Utah
$78K -$2.54K -27 -3%
NFG
594
Next Financial Group
Texas
$78K +$16.4K +175 +27%
Acadian Asset Management
595
Acadian Asset Management
Massachusetts
$74K – – –
WFMPM
596
Woodley Farra Manion Portfolio Management
Indiana
$71K +$71K +751 New
S
597
SignatureFD
Georgia
$68K +$1.89K +20 +3%
NSIM
598
North Star Investment Management
Illinois
$67K +$50.5K +535 +306%
OIA
599
Optimum Investment Advisors
Illinois
$66K – – –
SPIA
600
Steward Partners Investment Advisory
New York
$66K – – –
22 23
24
25 26