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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 %
RIA
626
Realta Investment Advisors
Delaware
$30K – – –
ACM
627
Anfield Capital Management
California
$30K +$30K +320 New
GAM
628
Gemmer Asset Management
California
$28K -$651 -7 -2%
RA
629
Rational Advisors
New York
$27K -$92.1K -976 -77%
GDP
630
Great Diamond Partners
Maine
$27K +$27K +289 New
ES
631
Equitec Specialists
Illinois
$26K +$26K +280 New
PFGIA
632
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
MAM
633
Meeder Asset Management
Ohio
$23K +$6.79K +72 +42%
PCG
634
Private Capital Group
Connecticut
$20K +$17.6K +188 +723%
RMC
635
Resources Management Corp
Connecticut
$19K -$219K -2,300 -92%
TFS
636
TrustCore Financial Services
Tennessee
$19K -$1.04K -11 -5%
HR
637
Howe & Rusling
New York
$19K +$3.18K +33 +20%
MA
638
MCF Advisors
Kentucky
$19K +$19K +200 New
FNBOSM
639
First National Bank of South Miami
Florida
$18K – – –
OPS
640
Orion Portfolio Solutions
Nebraska
$18K +$18K +196 New
WT
641
Whittier Trust
California
$16K – – –
AAM
642
Advisors Asset Management
Colorado
$16K +$16K +175 New
PA
643
Procyon Advisors
Connecticut
$15K +$15K +159 New
OSAM
644
O'Shaughnessy Asset Management
Connecticut
$15K +$15K +162 New
NIM
645
NuWave Investment Management
New Jersey
$14K -$18.6K -198 -57%
CFN
646
Cordasco Financial Network
Florida
$14K – – –
MCM
647
Manchester Capital Management
Vermont
$14K +$7.82K +86 +126%
BL
648
Balentine LLC
Georgia
$14K +$10.8K +118 +337%
AA
649
Advisory Alpha
Michigan
$13.3K -$7.08K -78 -35%
SLF
650
Sun Life Financial
Ontario, Canada
$13K -$5.24K -56 -29%
24 25
26
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