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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 %
BCI
651
Brinker Capital Investments
Pennsylvania
$13K – – –
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
FHA
653
Flagship Harbor Advisors
Massachusetts
$12K -$12.3K -126 -51%
NSB
654
Norway Savings Bank
Maine
$12K – – –
IRC
655
Investors Research Corp
Georgia
$12K – – –
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
CCM
657
Covington Capital Management
California
$11K – – –
RMAM
658
Raab & Moskowitz Asset Management
New Jersey
$11K +$11K +127 New
CAC
659
Certified Advisory Corp
Florida
$10K – – –
EARNEST Partners
660
EARNEST Partners
Georgia
$10K – – –
MUS
661
Mitsubishi UFJ Securities
Japan
$9K – – –
RBC
662
Roble Belko & Company
Pennsylvania
$9K – – –
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
KTC
664
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
HGWM
665
Harvest Group Wealth Management
Massachusetts
$9K – – –
BWL
666
Bogart Wealth LLC
Virginia
$9K – – –
FRA
667
Front Row Advisors
California
$9K – – –
TFO
668
Tarbox Family Office
California
$9K +$968 +10 +12%
SWM
669
Sugarloaf Wealth Management
Georgia
$9K +$9K +100 New
Bessemer Group
670
Bessemer Group
New Jersey
$8K -$62.5K -656 -89%
ONST
671
Old North State Trust
North Carolina
$8K – – –
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$8K +$8K +81 New
VAIA
673
Virtus Alternative Investment Advisers
Connecticut
$8K +$8K +83 New
FHA
674
First Horizon Advisors
Tennessee
$7K -$280 -3 -4%
EIP
675
Ellis Investment Partners
Pennsylvania
$7K – – –
25 26
27
28 29