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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 %
NC
626
NewSquare Capital
Pennsylvania
$5K -$4.91K -52 -50%
EFSCE
627
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$1.75K -22 -26%
RWP
628
RWA Wealth Partners
Massachusetts
$5K -$818 -9 -14%
FA
629
Fortis Advisors
Pennsylvania
$5K – – –
CAC
630
Certified Advisory Corp
Florida
$5K – – –
CFN
631
Cordasco Financial Network
Florida
$5K +$5K +57 New
APA
632
American Portfolios Advisors
New York
$4.25K -$6.46K -76 -60%
BBHC
633
Brown Brothers Harriman & Co
New York
$4K -$20K -250 -83%
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PFSC
635
Peoples Financial Services Corp
Pennsylvania
$3K – – –
BFEC
636
Benjamin F. Edwards & Company
Missouri
$3K – – –
KCPG
637
Kavar Capital Partners Group
Kansas
$3K – – –
SWA
638
Sutton Wealth Advisors
Florida
$2.89K – – –
WPA
639
West Paces Advisors
Georgia
$2.04K – – –
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$2.04K +$2.04K +24 New
SFSIG
641
San Francisco Sentry Investment Group
California
$2K -$1.22K -14 -38%
SA
642
SRH Advisors
Kansas
$2K – – –
PCG
643
Private Capital Group
Connecticut
$2K – – –
GWS
644
Glassman Wealth Services
Virginia
$2K +$296 +4 +17%
AF
645
Advisornet Financial
Minnesota
$2K +$857 +9 +75%
CFC
646
Coyle Financial Counsel
Illinois
$2K +$2K +28 New
TG
647
TLP Group
Illinois
$1K -$73K -438 -99%
RFM
648
Royal Fund Management
Florida
$1K – – –
TFA
649
Transamerica Financial Advisors
Florida
$1K +$100 +1 +11%
AF
650
Allworth Financial
California
$1K +$1K +11 New
24 25
26
27 28