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Dollar Tree
DLTR

Overview Fund Activity

690 hedge funds and large institutions have $23.1B invested in Dollar Tree in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+90
Holders Change %
+15%
% of All Funds
15.67%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.61%
New
140
Increased
213
Reduced
249
Closed
46
Calls
$376M
Puts
$244M
Net Calls
+$132M
Net Calls Change
+$163M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$463M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
DCP
DSM Capital Partners
Florida
+$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$117M
5
SAM
Scopus Asset Management
New York
+$115M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$207M
2
Macquarie Group
Macquarie Group
Australia
-$154M
3
Millennium Management
Millennium Management
New York
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$117M
5
Alkeon Capital Management
Alkeon Capital Management
New York
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
651
Farmers & Merchants Investments Inc
Nebraska
$8K +$1.92K +19 +32%
Twin Tree Management
652
Twin Tree Management
Texas
$8K +$8K +73 New
FANJ
653
Financial Architects (New Jersey)
New Jersey
$7K -$205K -1,816 -97%
QAM
654
QCI Asset Management
New York
$7K -$1.01K -10 -13%
MCM
655
Manchester Capital Management
Vermont
$7K – – –
EFSCE
656
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
MOS
657
MGO One Seven
Ohio
$7K +$7K +62 New
SP
658
SWS Partners
Ohio
$7K +$7K +64 New
FFG
659
Ford Financial Group
California
$7K +$7K +71 New
FA
660
Fortis Advisors
Pennsylvania
$6K – – –
JFGIW
661
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
CAC
662
Certified Advisory Corp
Florida
$6K +$6K +60 New
Carson Wealth (CWM LLC)
663
Carson Wealth (CWM LLC)
Nebraska
$5K -$4.21K -37 -46%
AAC
664
Asset Advisors Corp
Georgia
$5K – – –
SSB
665
Sandy Spring Bank
Maryland
$5K – – –
BBHC
666
Brown Brothers Harriman & Co
New York
$5K +$1.1K +11 +28%
IWP
667
Icon Wealth Partners
Texas
$5K +$5K +42 New
GWS
668
Glassman Wealth Services
Virginia
$5K +$4.39K +43 +717%
CPIG
669
Chicago Partners Investment Group
Illinois
$5K +$5K +45 New
AWA
670
Acorn Wealth Advisors
Michigan
$5K +$5K +50 New
EA
671
Edge Advisors
Georgia
$5K +$5K +54 New
SFSIG
672
San Francisco Sentry Investment Group
California
$4K – – –
PCIA
673
Prime Capital Investment Advisors
Kansas
$4K +$4K +34 New
Walleye Trading
674
Walleye Trading
New York
$3.71K +$3.22K +29,975 +650%
SWA
675
Sutton Wealth Advisors
Florida
$3.65K – – –
25 26
27
28 29