DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

654 hedge funds and large institutions have $15.8B invested in Dollar Tree in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 270 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
-64
Holders Change %
-8.91%
% of All Funds
14.45%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
89
Increased
201
Reduced
270
Closed
145
Calls
$174M
Puts
$151M
Net Calls
+$23.1M
Net Calls Change
+$68.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$495M
2
EIP
Epoch Investment Partners
New York
+$136M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.1M
5
Ameriprise
Ameriprise
Minnesota
+$85.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$554M
2
JSP
Jackson Square Partners
California
-$471M
3
FAM
Fred Alger Management
New York
-$152M
4
Macquarie Group
Macquarie Group
Australia
-$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
601
Certified Advisory Corp
Florida
$8K – – –
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
AIM
603
Artemis Investment Management
United Kingdom
$7.93K -$15.5K -211,529 -66%
CCA
604
Catalyst Capital Advisors
New York
$7K -$21K -300 -75%
FHA
605
Flagship Harbor Advisors
Massachusetts
$7K -$2.46K -32 -26%
HGWM
606
Harvest Group Wealth Management
Massachusetts
$7K – – –
LWCFA
607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
RBC
608
Roble Belko & Company
Pennsylvania
$7K – – –
SWM
609
Sugarloaf Wealth Management
Georgia
$7K – – –
BWL
610
Bogart Wealth LLC
Virginia
$7K – – –
VCP
611
Verus Capital Partners
Arizona
$7K +$7K +100 New
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
IA
613
IFP Advisors
Florida
$5K -$251K -3,458 -98%
SFSIG
614
San Francisco Sentry Investment Group
California
$5K – – –
CI
615
CX Institutional
Indiana
$5K +$1.46K +19 +41%
FIA
616
FNY Investment Advisers
New York
$5K +$1.52K +24 +44%
AWA
617
Arkadios Wealth Advisors
Georgia
$4.48K +$4.48K +61 New
TWA
618
TCI Wealth Advisors
Arizona
$4K -$38.6K -512 -91%
NSB
619
Norway Savings Bank
Maine
$4K -$6K -75 -60%
SMFS
620
Squar Milner Financial Services
California
$4K -$1.12K -17 -22%
PFP
621
Pinnacle Financial Partners
Tennessee
$4K – – –
SWA
622
Sutton Wealth Advisors
Florida
$3.23K +$220 +3 +7%
OSAM
623
O'Shaughnessy Asset Management
Connecticut
$3K -$10.9K -127 -78%
GWS
624
Glassman Wealth Services
Virginia
$3K -$1.5K -21 -33%
LF
625
Lee Financial
Texas
$3K – – –
23 24
25
26 27