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Dollar Tree
DLTR

Overview Fund Activity

718 hedge funds and large institutions have $21.1B invested in Dollar Tree in 2019 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 252 increasing their positions, 236 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+27
Holders Change %
+3.91%
% of All Funds
14.18%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.38%
New
127
Increased
252
Reduced
236
Closed
87
Calls
$283M
Puts
$328M
Net Calls
-$45.3M
Net Calls Change
+$14.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$171M
2
PCM
Palestra Capital Management
New York
$139M
3
Macquarie Group
Macquarie Group
Australia
$968M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$544M
5
MCM
Melvin Capital Management
New York
$84.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.34B
2
Invesco
Invesco
Georgia
$67.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
601
First Manhattan
New York
$65K – – –
GLI
602
Guardian Life Insurance
New York
$65K – – –
CWP
603
CFM Wealth Partners
Texas
$65K +$65K +710 New
LWA
604
Lenox Wealth Advisors
New York
$64K +$12.8K +135 +25%
CCA
605
Column Capital Advisors
Indiana
$62K +$62K +667 New
PMFA
606
Plante Moran Financial Advisors
Michigan
$59K – – –
KWM
607
Keebeck Wealth Management
Illinois
$58K +$58K +618 New
CSS
608
Cubist Systematic Strategies
Connecticut
$55K -$425K -4,525 -89%
CIA
609
CSat Investment Advisory
Michigan
$55K +$19.1K +205 +53%
VCM
610
Versant Capital Management
Arizona
$53K +$374 +4 +0.7%
TWA
611
TCI Wealth Advisors
Arizona
$53K +$23.6K +252 +81%
CYG
612
Clean Yield Group
Vermont
$47K – – –
MSFP
613
Mark Sheptoff Financial Planning
Connecticut
$47K – – –
LC
614
Lindbrook Capital
California
$47K – – –
CA
615
Crewe Advisors
Utah
$45K -$111K -1,168 -71%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
616
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40K +$40K +427 New
CCA
617
Catalyst Capital Advisors
New York
$38K – – –
CHA
618
Carmichael Hill & Associates
Maryland
$38K +$38K +400 New
CFGS
619
Concourse Financial Group Securities
Alabama
$35K +$30.8K +324 +736%
AIM
620
AIA Investment Management
Singapore
$33K -$41.4K -439 -56%
RTC
621
Riverview Trust Company
Washington
$33K – – –
PFBT
622
Parkside Financial Bank & Trust
Missouri
$32K -$9.83K -106 -24%
APA
623
American Portfolios Advisors
New York
$31.5K +$2.07K +22 +7%
HWA
624
Heritage Wealth Advisors
Virginia
$31.1K +$17K +181 +121%
BCA
625
Berman Capital Advisors
Georgia
$30K – – –
23 24
25
26 27