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Dollar Tree
DLTR

Overview Fund Activity

723 hedge funds and large institutions have $23.8B invested in Dollar Tree in 2019 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 251 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
+27
Holders Change %
+3.88%
% of All Funds
15.67%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
108
Increased
251
Reduced
259
Closed
73
Calls
$204M
Puts
$285M
Net Calls
-$81.4M
Net Calls Change
+$2.79M

Top Buyers

1
JSP
Jackson Square Partners
California
+$249M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$174M
3
FMI
Fiduciary Management Inc
Wisconsin
+$115M
4
Two Sigma Investments
Two Sigma Investments
New York
+$108M
5
BlackRock
BlackRock
New York
+$108M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$267M
2
Boston Partners
Boston Partners
Massachusetts
-$248M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$134M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
701
West Paces Advisors
Georgia
$2.52K – – –
LWM
702
Lenox Wealth Management
Ohio
$2K -$37.4K -374 -95%
PWM
703
PRW Wealth Management
Massachusetts
$2K – – –
SA
704
SRH Advisors
Kansas
$2K – – –
HCM
705
Hilton Capital Management
New York
$2K – – –
FPB
706
First PREMIER Bank
South Dakota
$2K – – –
FGAM
707
Financial Gravity Asset Management
Texas
$2K +$2K +18 New
PFGIA
708
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +18 New
RIA
709
Realta Investment Advisors
Delaware
$2K +$2K +20 New
KFS
710
Kelly Financial Services
Massachusetts
$1.89K +$1.89K +18 New
BFEC
711
Benjamin F. Edwards & Company
Missouri
$1K -$2.89K -26 -74%
TFA
712
Transamerica Financial Advisors
Florida
$1K -$300 -3 -23%
LFG
713
Larson Financial Group
Missouri
$1K – – –
APW
714
Acima Private Wealth
Virginia
$1K – – –
GWMIA
715
Global Wealth Management Investment Advisory
Florida
$1K – – –
OFW
716
Omnia Family Wealth
Florida
$1K – – –
WAS
717
Winch Advisory Services
Wisconsin
$1K – – –
BC
718
Bartlett & Co
Ohio
$1K +$1K +6 New
RFA
719
Reilly Financial Advisors
California
$1K +$1K +8 New
CFA
720
Camarda Financial Advisors
Florida
$1K +$1K +9 New
BCWM
721
Bartlett & Co Wealth Management
Ohio
$630 +$630 +6 New
ED
722
Exane Derivatives
France
$525 -$9.87K -94 -95%
Holocene Advisors
723
Holocene Advisors
New York
– -$113M -1,246,029 Closed
FAM
724
Foxhaven Asset Management
Virginia
– -$60.8M -673,107 Closed
Artisan Partners
725
Artisan Partners
Wisconsin
– -$22.7M -251,550 Closed
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