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Dollar Tree
DLTR

Overview Fund Activity

623 hedge funds and large institutions have $17.5B invested in Dollar Tree in 2016 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 217 increasing their positions, 245 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+23
Holders Change %
+3.83%
% of All Funds
15.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.73%
New
98
Increased
217
Reduced
245
Closed
68
Calls
$573M
Puts
$304M
Net Calls
+$269M
Net Calls Change
+$10.5M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$470M
2
MC
2
Maverick Capital
Texas
$270M
3
SCP
3
Soroban Capital Partners
New York
$160M
4
Morgan Stanley
4
Morgan Stanley
New York
$289M
5
Millennium Management
5
Millennium Management
New York
$82.4M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$719M
2
BRC
2
Blue Ridge Capital
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$296M
4
JHIU
4
Janus Henderson Investors US
Colorado
$615M
5
CCM
5
Conatus Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
601
West Paces Advisors
Georgia
$4.17K +$4.17K +54 New
AAC
602
Asset Advisors Corp
Georgia
$4K – – –
IWM
603
IHT Wealth Management
Illinois
$4K +$4K +53 New
WA
604
WestEnd Advisors
North Carolina
$3.09K -$63.4M -821,161 -100%
PRS
605
Pinkerton Retirement Specialists
Idaho
$3K -$286 -4 -9%
BC
606
Bartlett & Co
Ohio
$3K – – –
AWM
607
Avior Wealth Management
Nebraska
$3K – – –
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
FAM
609
Fortaleza Asset Management
Illinois
$3K +$3K +35 New
ZB
610
Zions Bancorporation
Utah
$2K -$4.73K -52 -70%
SA
611
SRH Advisors
Kansas
$2K – – –
AA
612
Apriem Advisors
California
$2K +$2K +28 New
LS
613
Livforsakringsbolaget Skandia
Sweden
$1.17K -$248 -3,218 -18%
TFA
614
Transamerica Financial Advisors
Florida
$1K -$1.22K -11 -55%
WTB
615
Washington Trust Bank
Washington
$1K -$389 -7 -28%
SIG
616
Stanford Investment Group
California
$1K – – –
GWS
617
Glassman Wealth Services
Virginia
$1K +$692 +9 +225%
OFW
618
Omnia Family Wealth
Florida
$1K +$1K +14 New
SWA
619
Sutton Wealth Advisors
Florida
$617 -$540 -7 -47%
SLF
620
Sun Life Financial
Ontario, Canada
$126 +$126 +10 New
FPF
621
FNY Partners Fund
New York
$15 +$15 +200 New
BRC
622
Blue Ridge Capital
New York
– -$174M -2,210,000 Closed
CCM
623
Conatus Capital Management
Connecticut
– -$96M -1,216,095 Closed
Westfield Capital Management
624
Westfield Capital Management
Massachusetts
– -$83.5M -1,057,329 Closed
SAM
625
Scopus Asset Management
New York
– -$50.5M -640,000 Closed
23 24
25
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