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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 %
SFSIG
676
San Francisco Sentry Investment Group
California
$7K – – –
EFSCE
677
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$1.12K +12 +19%
SMFS
678
Squar Milner Financial Services
California
$7K +$7K +78 New
TI
679
tru Independence
Oregon
$7K +$7K +100 New
APC
680
Aspire Private Capital
North Carolina
$6K – – –
GWS
681
Glassman Wealth Services
Virginia
$6K +$762 +8 +15%
PFP
682
Pinnacle Financial Partners
Tennessee
$6K +$6K +60 New
SC
683
Solstein Capital
California
$6K +$6K +64 New
FA
684
Fortis Advisors
Pennsylvania
$5K – – –
FIA
685
FNY Investment Advisers
New York
$5K +$5K +55 New
CI
686
CX Institutional
Indiana
$4K -$2.09K -24 -34%
THWM
687
Taylor Hoffman Wealth Management
Virginia
$4K – – –
LF
688
Lee Financial
Texas
$4K – – –
BWM
689
BerganKDV Wealth Management
Minnesota
$4K +$4K +38 New
GG
690
Gleason Group
Kentucky
$4K +$4K +40 New
HWM
691
Howard Wealth Management
Connecticut
$4K +$4K +50 New
SWA
692
Sutton Wealth Advisors
Florida
$3.86K – – –
PFSC
693
Peoples Financial Services Corp
Pennsylvania
$3K – – –
TL
694
TrueWealth LLC
Georgia
$3K – – –
LWANC
695
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
HI
696
Human Investing
Oregon
$3K – – –
EWA
697
Evolution Wealth Advisors
Florida
$3K +$162 +2 +6%
WPA
698
West Paces Advisors
Georgia
$2.26K – – –
BWM
699
Baystate Wealth Management
Massachusetts
$2K -$4K -50 -67%
FPB
700
First PREMIER Bank
South Dakota
$2K – – –
26 27
28
29 30