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Dollar Tree
DLTR

Overview Fund Activity

684 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 225 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+30
Holders Change %
+4.59%
% of All Funds
14.06%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.45%
New
121
Increased
233
Reduced
225
Closed
88
Calls
$184M
Puts
$172M
Net Calls
+$11.6M
Net Calls Change
-$11.5M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$268M
2
MC
Maverick Capital
Texas
+$178M
3
Ameriprise
Ameriprise
Minnesota
+$111M
4
Renaissance Technologies
Renaissance Technologies
New York
+$101M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$712M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73.9M
5
JCM
Junto Capital Management
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
576
Lenox Wealth Advisors
New York
$57K -$11K -118 -16%
KWM
577
Keebeck Wealth Management
Illinois
$57K +$57K +618 New
FWM
578
Filbrandt Wealth Management
Wisconsin
$56K +$56K +600 New
FBT
579
First Bank & Trust
South Dakota
$52K -$92 -1 -0.2%
RWB
580
RMR Wealth Builders
New Jersey
$52K +$52K +560 New
CFGS
581
Concourse Financial Group Securities
Alabama
$51K +$51K +548 New
CFD
582
Creative Financial Designs
Indiana
$50K +$50K +537 New
CCA
583
Column Capital Advisors
Indiana
$48K -$12.8K -140 -21%
CA
584
Crewe Advisors
Utah
$47K +$3.23K +35 +7%
CYG
585
Clean Yield Group
Vermont
$46K – – –
SF
586
Synovus Financial
Georgia
$44K -$208K -2,217 -83%
VCM
587
Versant Capital Management
Arizona
$44K -$274 -3 -0.6%
WT
588
Washington Trust
Rhode Island
$43K -$45.6K -492 -51%
OPS
589
Orion Portfolio Solutions
Nebraska
$41K +$26.8K +286 +189%
CHA
590
Carmichael Hill & Associates
Maryland
$37K – – –
RTC
591
Riverview Trust Company
Washington
$33K – – –
EP
592
Eudaimonia Partners
Tennessee
$33K – – –
AIM
593
AIA Investment Management
Singapore
$32K – – –
BCA
594
Berman Capital Advisors
Georgia
$30K -$985 -11 -3%
PWP
595
Principle Wealth Partners
Connecticut
$30K +$30K +320 New
HWA
596
Heritage Wealth Advisors
Virginia
$29.5K – – –
PMFA
597
Plante Moran Financial Advisors
Michigan
$29K – – –
AssetMark Inc
598
AssetMark Inc
California
$29K +$4.26K +46 +17%
GAM
599
Gemmer Asset Management
California
$28K – – –
KPW
600
Kore Private Wealth
New York
$27K +$4.45K +48 +20%
22 23
24
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