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Dollar Tree
DLTR

Overview Fund Activity

654 hedge funds and large institutions have $15.8B invested in Dollar Tree in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 270 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
-64
Holders Change %
-8.91%
% of All Funds
14.45%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
89
Increased
201
Reduced
270
Closed
145
Calls
$174M
Puts
$151M
Net Calls
+$23.1M
Net Calls Change
+$68.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$495M
2
EIP
Epoch Investment Partners
New York
+$136M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.1M
5
Ameriprise
Ameriprise
Minnesota
+$85.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$554M
2
JSP
Jackson Square Partners
California
-$471M
3
FAM
Fred Alger Management
New York
-$152M
4
Macquarie Group
Macquarie Group
Australia
-$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
576
Lindbrook Capital
California
$14K -$23.7K -315 -63%
HR
577
Howe & Rusling
New York
$14K -$670 -9 -5%
FNBOSM
578
First National Bank of South Miami
Florida
$14K – – –
WAP
579
Wealthcare Advisory Partners
Pennsylvania
$14K +$3.95K +53 +39%
OFG
580
OmniStar Financial Group
North Carolina
$14K +$14K +188 New
PFBT
581
Parkside Financial Bank & Trust
Missouri
$13K -$12.5K -169 -49%
MAM
582
Meeder Asset Management
Ohio
$13K -$5.13K -69 -28%
PA
583
Procyon Advisors
Connecticut
$13K +$1.64K +23 +14%
AA
584
Advisory Alpha
Michigan
$12.4K +$1.35K +18 +12%
EIP
585
Ellis Investment Partners
Pennsylvania
$12K +$6.64K +93 +124%
BAM
586
Bellevue Asset Management
Washington
$12K +$12K +148 New
PWMG
587
Prestige Wealth Management Group
New Jersey
$12K +$12K +171 New
OPS
588
Orion Portfolio Solutions
Nebraska
$11K -$3.28K -45 -23%
MCM
589
Manchester Capital Management
Vermont
$11K – – –
CFN
590
Cordasco Financial Network
Florida
$11K – – –
SLF
591
Sun Life Financial
Ontario, Canada
$10K +$211 +3 +2%
EFSCE
592
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$4.6K +64 +85%
RFA
593
Reilly Financial Advisors
California
$9K -$1.15M -15,375 -99%
IRC
594
Investors Research Corp
Georgia
$9K – – –
KTC
595
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
TFO
596
Tarbox Family Office
California
$9K +$2.08K +28 +30%
PCMK
597
Paragon Capital Management (Kansas)
Kansas
$9K +$9K +126 New
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
CCM
599
Covington Capital Management
California
$8K – – –
FRA
600
Front Row Advisors
California
$8K – – –
22 23
24
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