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Dollar Tree
DLTR

Overview Fund Activity

654 hedge funds and large institutions have $15.8B invested in Dollar Tree in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 270 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
-64
Holders Change %
-8.91%
% of All Funds
14.45%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
89
Increased
201
Reduced
270
Closed
145
Calls
$174M
Puts
$151M
Net Calls
+$23.1M
Net Calls Change
+$68.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$495M
2
EIP
Epoch Investment Partners
New York
+$136M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.1M
5
Ameriprise
Ameriprise
Minnesota
+$85.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$554M
2
JSP
Jackson Square Partners
California
-$471M
3
FAM
Fred Alger Management
New York
-$152M
4
Macquarie Group
Macquarie Group
Australia
-$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
726
Park Avenue Securities
New York
– -$384K -4,086 Closed
Los Angeles Capital Management
727
Los Angeles Capital Management
California
– -$379K -4,025 Closed
PG
728
Pendal Group
Australia
– -$378K -4,015 Closed
CT
729
Coastline Trust
Rhode Island
– -$372K -3,955 Closed
AAS
730
Avantax Advisory Services
Texas
– -$367K -3,917 Closed
MME
731
Meag Munich Ergo
Germany
– -$362K -3,870 Closed
WCM
732
Weld Capital Management
New York
– -$358K -3,809 Closed
ARMT
733
Amica Retiree Medical Trust
Rhode Island
– -$350K -3,718 Closed
BUB
734
BBVA USA Bancshares
Texas
– -$349K -3,715 Closed
KJHP
735
K.J. Harrison & Partners
Ontario, Canada
– -$348K -3,700 Closed
EMG
736
ETF Managers Group
New Jersey
– -$333K -3,558 Closed
SPC
737
Sigma Planning Corp
Michigan
– -$332K -3,527 Closed
BFIM
738
Beese Fulmer Investment Management
Ohio
– -$326K -3,468 Closed
DC
739
DPM Capital
Florida
– -$300K -3,195 Closed
ITIM
740
Indiana Trust & Investment Management
Indiana
– -$293K -3,118 Closed
CEP
741
Chicago Equity Partners
Illinois
– -$290K -3,080 Closed
AAM
742
Azzad Asset Management
Virginia
– -$282K -3,016 Closed
AIA
743
Avalon Investment & Advisory
Texas
– -$282K -2,997 Closed
IFWM
744
Institute for Wealth Management
Colorado
– -$280K -2,980 Closed
RJT
745
Raymond James Trust
Florida
– -$276K -2,935 Closed
Fisher Asset Management
746
Fisher Asset Management
Washington
– -$269K -2,861 Closed
Baird Financial Group
747
Baird Financial Group
Wisconsin
– -$264K -2,812 Closed
YMRC
748
Yorktown Management & Research Company
Virginia
– -$254K -2,700 Closed
BBVA
749
Banco Bilbao Vizcaya Argentaria
Spain
– -$235K -2,501 Closed
TAM
750
Tradition Asset Management
Virginia
– -$235K -2,500 Closed
28 29
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