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Dollar Tree
DLTR

Overview Fund Activity

658 hedge funds and large institutions have $18.8B invested in Dollar Tree in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 234 increasing their positions, 240 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
-11
Holders Change %
-1.64%
% of All Funds
15.08%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
85
Increased
234
Reduced
240
Closed
91
Calls
$323M
Puts
$270M
Net Calls
+$52.6M
Net Calls Change
+$21.9M

Top Buyers

1
MC
Maverick Capital
Texas
+$346M
2
DCP
Darsana Capital Partners
New York
+$170M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$139M
4
SI
Scharf Investments
California
+$114M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$109M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$319M
2
American Century Companies
American Century Companies
Missouri
-$250M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$247M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
5
HCM
Highfields Capital Management
Massachusetts
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
701
United Capital Financial Advisors
Texas
– -$333K -3,510 Closed
LP
702
LMR Partners
United Kingdom
– -$364K -3,396 Closed
ST
703
Sabal Trust
Florida
– -$308K -3,244 Closed
PP
704
Prudential plc
United Kingdom
– -$304K -3,200 Closed
BP
705
BBR Partners
New York
– -$300K -3,162 Closed
GCA
706
Gideon Capital Advisors
New York
– -$290K -3,059 Closed
CWM
707
Chesapeake Wealth Management
Virginia
– -$284K -2,991 Closed
PFS
708
Prospera Financial Services
Texas
– -$286K -2,951 Closed
B
709
Barings
North Carolina
– -$270K -2,846 Closed
WP
710
WealthPLAN Partners
Nebraska
– -$267K -2,818 Closed
GC
711
Gilbert & Cook
Iowa
– -$231K -2,438 Closed
AT
712
Arden Trust
Delaware
– -$226K -2,378 Closed
WA
713
Wheatland Advisors
Pennsylvania
– -$221K -2,331 Closed
FAAS
714
First Allied Advisory Services
California
– -$213K -2,241 Closed
FTIOP
715
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$213K -2,240 Closed
CA
716
Calton & Associates
Florida
– -$209K -2,201 Closed
IC
717
Intersect Capital
California
– -$209K -2,200 Closed
CIC
718
Crawford Investment Counsel
Georgia
– -$203K -2,140 Closed
BB
719
Bell Bank
North Dakota
– -$203K -2,140 Closed
IIC
720
Integrated Investment Consultants
Michigan
– -$164K -1,730 Closed
TA
721
Townsend & Associates
Colorado
– -$125K -1,319 Closed
CIP
722
Convergence Investment Partners
Florida
– -$92K -972 Closed
OIA
723
OneDigital Investment Advisors
Kansas
– -$90K -949 Closed
WOC
724
West Oak Capital
California
– -$52.2K -550 Closed
APP
725
Avantax Planning Partners
Iowa
– -$42K -451 Closed
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