DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

658 hedge funds and large institutions have $18.8B invested in Dollar Tree in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 234 increasing their positions, 240 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
-11
Holders Change %
-1.64%
% of All Funds
15.08%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
85
Increased
234
Reduced
240
Closed
91
Calls
$323M
Puts
$270M
Net Calls
+$52.6M
Net Calls Change
+$21.9M

Top Buyers

1
MC
Maverick Capital
Texas
+$346M
2
DCP
Darsana Capital Partners
New York
+$170M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$139M
4
SI
Scharf Investments
California
+$114M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$319M
2
American Century Companies
American Century Companies
Missouri
-$250M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$247M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
5
HCM
Highfields Capital Management
Massachusetts
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
601
Brinker Capital Investments
Pennsylvania
$12K +$12K +142 New
AIM
602
Achmea Investment Management
Netherlands
$11K -$1.12M -13,904 -99%
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
JA
604
JOYN Advisors
Georgia
$11K +$8.49K +98 +338%
CCM
605
Covington Capital Management
California
$10K – – –
TDC
606
Thompson Davis & Co
Virginia
$9K -$5.32K -65 -37%
QAM
607
QCI Asset Management
New York
$9K -$4.05K -45 -31%
EARNEST Partners
608
EARNEST Partners
Georgia
$9K – – –
ANBT
609
American National Bank & Trust
Texas
$9K – – –
MUS
610
Mitsubishi UFJ Securities
Japan
$9K – – –
BWP
611
Baldwin Wealth Partners
Massachusetts
$9K – – –
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
FC
613
Ferris Capital
Massachusetts
$9K – – –
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$9K +$891 +10 +11%
PFBT
615
Parkside Financial Bank & Trust
Missouri
$9K +$1.25K +15 +16%
CIA
616
CSat Investment Advisory
Michigan
$9K +$9K +106 New
RBC
617
Roble Belko & Company
Pennsylvania
$8K – – –
LC
618
Landaas & Company
Wisconsin
$8K +$8K +98 New
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
LF
620
Lee Financial
Texas
$7K +$89 +1 +1%
SMFS
621
Squar Milner Financial Services
California
$7K +$7K +84 New
CCM
622
Cribstone Capital Management
Maine
$6K – – –
MCM
623
Manchester Capital Management
Vermont
$6K – – –
IP
624
Isthmus Partners
Wisconsin
$6K – – –
PCP
625
Proficio Capital Partners
Massachusetts
$5K -$7.18K -89 -59%
23 24
25
26 27