DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

675 hedge funds and large institutions have $18.1B invested in Dollar Tree in 2018 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 243 increasing their positions, 237 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
15.46%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.18%
New
97
Increased
243
Reduced
237
Closed
72
Calls
$362M
Puts
$438M
Net Calls
-$75.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.49B
2
Boston Partners
Boston Partners
Massachusetts
+$289M
3
FMI
Fiduciary Management Inc
Wisconsin
+$266M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$236M
5
Bank of America
Bank of America
North Carolina
+$132M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$615M
2
MC
Maverick Capital
Texas
-$362M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$271M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$247M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
601
TCI Wealth Advisors
Arizona
$24K +$320 +4 +1%
GP
602
Girard Partners
Pennsylvania
$24K +$24K +300 New
M
603
MOTCO
Texas
$23K – – –
Bessemer Group
604
Bessemer Group
New Jersey
$21K -$10.6K -128 -34%
IDBONY
605
Israel Discount Bank of New York
New York
$20K – – –
AIM
606
Advantage Investment Management
Iowa
$20K +$7.87K +98 +65%
TFS
607
TrustCore Financial Services
Tennessee
$16K -$5.97K -72 -27%
LJHT
608
Laurie J. Hall Trustee
$16K – – –
Carson Wealth (CWM LLC)
609
Carson Wealth (CWM LLC)
Nebraska
$16K +$12.5K +158 +359%
CGT
610
Capital Guardian Trust
California
$16K +$16K +191 New
OIA
611
OneDigital Investment Advisors
Kansas
$16K +$16K +200 New
WT
612
Whittier Trust
California
$14K -$2.88K -35 -17%
NSIM
613
North Star Investment Management
Illinois
$14K – – –
RCAG
614
Rehmann Capital Advisory Group
Michigan
$13.5K -$10.6K -130 -44%
TL
615
TrueWealth LLC
Georgia
$12K – – –
BCI
616
Brinker Capital Investments
Pennsylvania
$12K – – –
JA
617
JOYN Advisors
Georgia
$12K +$1.77K +22 +17%
FC
618
Ferris Capital
Massachusetts
$12K +$3.33K +40 +38%
HWA
619
Heritage Wealth Advisors
Virginia
$12K +$12K +150 New
WAP
620
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
AIM
621
Achmea Investment Management
Netherlands
$11K – – –
BBHC
622
Brown Brothers Harriman & Co
New York
$11K +$7.04K +89 +178%
CIA
623
CSat Investment Advisory
Michigan
$10K +$1.72K +22 +21%
GTAM
624
Global Trust Asset Management
Florida
$9K -$15.7K -200 -63%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$9K -$624 -7 -6%
23 24
25
26 27