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 %
LWANC
626
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
GG
627
Gleason Group
Kentucky
$3K – – –
BWM
628
BerganKDV Wealth Management
Minnesota
$3K +$522 +8 +21%
BL
629
Balentine LLC
Georgia
$2K -$7.56K -121 -79%
PFSC
630
Peoples Financial Services Corp
Pennsylvania
$2K – – –
SA
631
SRH Advisors
Kansas
$2K – – –
HI
632
Human Investing
Oregon
$2K – – –
BWM
633
Baystate Wealth Management
Massachusetts
$2K – – –
LWM
634
Liberty Wealth Management
California
$2K +$636 +7 +47%
SIAS
635
Shine Investment Advisory Services
Colorado
$2K +$2K +21 New
MWM
636
MBE Wealth Management
Wisconsin
$2K +$2K +30 New
NEIRG
637
New England Investment & Retirement Group
Massachusetts
$2K +$2K +34 New
WPA
638
West Paces Advisors
Georgia
$1.76K – – –
KFS
639
Kelly Financial Services
Massachusetts
$1.32K – – –
SQA
640
Simon Quick Advisors
New Jersey
$1K -$122K -1,828 -99%
TL
641
TrueWealth LLC
Georgia
$1K -$500 -10 -33%
LFG
642
Larson Financial Group
Missouri
$1K – – –
HPC
643
HM Payson & Co
Maine
$1K – – –
WAS
644
Winch Advisory Services
Wisconsin
$1K – – –
FPB
645
First PREMIER Bank
South Dakota
$1K – – –
FMTCOCP
646
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
TFA
647
Transamerica Financial Advisors
Florida
$1K +$231 +3 +30%
CAN
648
Claraphi Advisory Network
United States
$1K +$1K +7 New
VNA
649
Valley National Advisers
Pennsylvania
$1K +$1K +16 New
M
650
MOTCO
Texas
$1K +$1K +20 New
24 25
26
27 28