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Dollar Tree
DLTR

Overview Fund Activity

684 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 225 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+30
Holders Change %
+4.59%
% of All Funds
14.06%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.45%
New
121
Increased
233
Reduced
225
Closed
88
Calls
$184M
Puts
$172M
Net Calls
+$11.6M
Net Calls Change
-$11.5M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$268M
2
MC
Maverick Capital
Texas
$179M
3
Ameriprise
Ameriprise
Minnesota
$302M
4
Renaissance Technologies
Renaissance Technologies
New York
$102M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$121M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$897M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$95.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$25M
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
751
Legacy Bridge
Iowa
– -$21K -285 Closed
AIC
752
Ameritas Investment Company
Nebraska
– -$21K -285 Closed
SNT
753
Security National Trust
West Virginia
– -$18K -250 Closed
KFI
754
Key Financial Inc
Pennsylvania
– -$17K -219 Closed
WAP
755
Wealthcare Advisory Partners
Pennsylvania
– -$14K -188 Closed
OFG
756
OmniStar Financial Group
North Carolina
– -$14K -188 Closed
AA
757
Advisory Alpha
Michigan
– -$12.4K -165 Closed
PCMK
758
Paragon Capital Management (Kansas)
Kansas
– -$9K -126 Closed
CCM
759
Covington Capital Management
California
– -$8K -114 Closed
SWM
760
Sugarloaf Wealth Management
Georgia
– -$7K -100 Closed
MPWT
761
MassMutual Private Wealth & Trust
Connecticut
– -$6K -81 Closed
SFSIG
762
San Francisco Sentry Investment Group
California
– -$5K -73 Closed
SMFS
763
Squar Milner Financial Services
California
– -$4K -61 Closed
NEIRG
764
New England Investment & Retirement Group
Massachusetts
– -$2K -34 Closed
MWM
765
MBE Wealth Management
Wisconsin
– -$2K -30 Closed
LWM
766
Liberty Wealth Management
California
– -$2K -22 Closed
SIAS
767
Shine Investment Advisory Services
Colorado
– -$2K -21 Closed
SQA
768
Simon Quick Advisors
New Jersey
– -$1K -15 Closed
CAN
769
Claraphi Advisory Network
United States
– -$1K -7 Closed
FGAM
770
Financial Gravity Asset Management
Texas
– -$120 -2 Closed
CIAS
771
CBIZ Investment Advisory Services
Ohio
– -$16K – –
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