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Dollar Tree
DLTR

Overview Fund Activity

690 hedge funds and large institutions have $23.1B invested in Dollar Tree in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+90
Holders Change %
+15%
% of All Funds
15.67%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.61%
New
140
Increased
213
Reduced
249
Closed
46
Calls
$376M
Puts
$244M
Net Calls
+$132M
Net Calls Change
+$163M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$463M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
DCP
DSM Capital Partners
Florida
+$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$117M
5
SAM
Scopus Asset Management
New York
+$115M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$207M
2
Macquarie Group
Macquarie Group
Australia
-$154M
3
Millennium Management
Millennium Management
New York
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$117M
5
Alkeon Capital Management
Alkeon Capital Management
New York
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
601
Nelson Capital Management
California
$43K – – –
STA
602
Summit Trail Advisors
New York
$42K +$42K +368 New
TCOV
603
Trust Company of Vermont
Vermont
$40K – – –
RFS
604
Rockefeller Financial Services
New York
$39K – – –
GAM
605
Gemmer Asset Management
California
$38K +$756 +7 +2%
AIM
606
Advantage Investment Management
Iowa
$36K – – –
CCM
607
Covington Capital Management
California
$34K +$21.7K +201 +176%
GTAM
608
Global Trust Asset Management
Florida
$34K +$34K +315 New
PFO
609
Pathstone Family Office
New Jersey
$34K +$34K +320 New
GRP
610
Global Retirement Partners
California
$33K -$9.94K -94 -23%
PMFA
611
Plante Moran Financial Advisors
Michigan
$33K – – –
TWA
612
TCI Wealth Advisors
Arizona
$32K – – –
IDBONY
613
Israel Discount Bank of New York
New York
$32K – – –
M
614
MOTCO
Texas
$31K – – –
CBOA
615
Commonwealth Bank of Australia
Australia
$30K +$9.8K +98 +49%
GFP
616
Gryphon Financial Partners
Ohio
$30K +$30K +279 New
CTA
617
Carillon Tower Advisers
Florida
$29.8K +$29.8K +277,666 New
CA
618
Crewe Advisors
Utah
$29K +$29K +274 New
RFA
619
Reilly Financial Advisors
California
$27K – – –
PW
620
Price Wealth
Texas
$27K +$27K +256 New
TL
621
TrueWealth LLC
Georgia
$26K +$26K +244 New
KA
622
Kaizen Advisory
Illinois
$25K +$25K +229 New
WCM
623
Whitener Capital Management
North Carolina
$23K +$23K +220 New
CHP
624
Cable Hill Partners
Oregon
$22K – – –
TFS
625
TrustCore Financial Services
Tennessee
$21K +$21K +193 New
23 24
25
26 27