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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 %
LOAME
751
Lombard Odier Asset Management (Europe)
United Kingdom
– -$233K -2,479 Closed
GIA
752
Gateway Investment Advisers
Ohio
– -$230K -2,441 Closed
KTA
753
Keeley-Teton Advisors
Illinois
– -$229K -2,433 Closed
HI
754
Horizon Investments
North Carolina
– -$224K -2,383 Closed
PCM
755
Parsons Capital Management
Rhode Island
– -$221K -2,349 Closed
GT
756
Greenleaf Trust
Michigan
– -$218K -2,321 Closed
KeyBank National Association
757
KeyBank National Association
Ohio
– -$218K -2,319 Closed
Mercer Global Advisors
758
Mercer Global Advisors
Colorado
– -$216K -2,292 Closed
PCM
759
Prelude Capital Management
New York
– -$213K -2,262 Closed
IC
760
Intersect Capital
California
– -$212K -2,255 Closed
CCA
761
Checchi Capital Advisers
California
– -$212K -2,250 Closed
CS
762
Comerica Securities
Michigan
– -$209K -2,226 Closed
AOWM
763
Alpha Omega Wealth Management
Virginia
– -$209K -2,218 Closed
LOAMS
764
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$208K -2,210 Closed
GLLW
765
Graves Light Lenhart Wealth
Virginia
– -$207K -2,199 Closed
Group One Trading
766
Group One Trading
Illinois
– -$193K -2,053 Closed
WAM
767
Wolverine Asset Management
Illinois
– -$101K -1,076 Closed
EMFAT
768
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$98K -1,039 Closed
FPS
769
Fieldpoint Private Securities
Connecticut
– -$94K -1,000 Closed
GLI
770
Guardian Life Insurance
New York
– -$65K -692 Closed
KWM
771
Keebeck Wealth Management
Illinois
– -$58K -618 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
772
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$40K -427 Closed
CFGS
773
Concourse Financial Group Securities
Alabama
– -$35K -368 Closed
RIA
774
Realta Investment Advisors
Delaware
– -$30K -331 Closed
ACM
775
Anfield Capital Management
California
– -$30K -320 Closed
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