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Dollar Tree
DLTR

Overview Fund Activity

675 hedge funds and large institutions have $18.1B invested in Dollar Tree in 2018 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 243 increasing their positions, 237 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
15.46%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.18%
New
97
Increased
243
Reduced
237
Closed
72
Calls
$362M
Puts
$438M
Net Calls
-$75.8M
Net Calls Change
-$128M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.49B
2
Boston Partners
Boston Partners
Massachusetts
+$289M
3
FMI
Fiduciary Management Inc
Wisconsin
+$266M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$236M
5
Bank of America
Bank of America
North Carolina
+$132M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$615M
2
MC
Maverick Capital
Texas
-$362M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$271M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$247M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
651
Sutton Wealth Advisors
Florida
$2.77K – – –
GWS
652
Glassman Wealth Services
Virginia
$2K – – –
SA
653
SRH Advisors
Kansas
$2K – – –
PCG
654
Private Capital Group
Connecticut
$2K – – –
PFSC
655
Peoples Financial Services Corp
Pennsylvania
$2K – – –
FPB
656
First PREMIER Bank
South Dakota
$2K +$2K +20 New
HCM
657
Hilton Capital Management
New York
$2K +$2K +20 New
TC
658
Truvestments Capital
Florida
$2K +$2K +24 New
VIA
659
Vantage Investment Advisors
Pennsylvania
$2K +$2K +25 New
CFGS
660
Concourse Financial Group Securities
Alabama
$2K +$2K +25 New
OWA
661
One Wealth Advisors
California
$2K +$2K +27 New
WWM
662
Willingdon Wealth Management
North Carolina
$2K +$2K +28 New
LFA
663
Legacy Financial Advisors
Kentucky
$2K +$2K +36 New
WPA
664
West Paces Advisors
Georgia
$1.96K – – –
RA
665
Rational Advisors
New York
$1K -$1.33M -21,265 -100%
TFA
666
Transamerica Financial Advisors
Florida
$1K +$167 +2 +20%
MSA
667
Marino Stram & Associates
Massachusetts
$1K +$1K +7 New
NIM
668
NuWave Investment Management
New Jersey
$1K +$688 +11 +220%
HR
669
Howe & Rusling
New York
$1K +$1K +13 New
CAG
670
Csenge Advisory Group
Florida
$1K +$1K +18 New
AC
671
Avestar Capital
New York
$1K +$633 +19 +173%
IGGA
672
Iron Gate Global Advisors
Utah
$1K +$1K +47 New
FRA
673
Front Row Advisors
California
$10 +$2 +19 +19%
AIIMS
674
Analyst IMS Investment Management Services
Israel
$1 +$1 +18 New
LPC
675
Lone Pine Capital
Connecticut
– -$615M -7,233,575 Closed
25 26
27
28 29