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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
$693M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$270M
3
FMI
Fiduciary Management Inc
Wisconsin
$455M
4
Two Sigma Investments
Two Sigma Investments
New York
$178M
5
BlackRock
BlackRock
New York
$2.03B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$186M
2
Boston Partners
Boston Partners
Massachusetts
$147M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.89B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.02B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ER
776
Enlightenment Research
Florida
– -$126K -1,396 Closed
IBOK
777
Independence Bank of Kentucky
Kentucky
– -$110K -1,215 Closed
KA
778
Kintegral Advisory
New York
– -$100K -1,112 Closed
PI
779
PineBridge Investments
New York
– -$59K -651 Closed
PG
780
Patten Group
Tennessee
– -$47K -525 Closed
VC
781
Vestor Capital
Illinois
– -$46K -510 Closed
EWA
782
Evolution Wealth Advisors
Florida
– -$43K -479 Closed
NFG
783
Next Financial Group
Texas
– -$41K -450 Closed
MWA
784
Meridian Wealth Advisors
Texas
– -$22K -246 Closed
JA
785
JOYN Advisors
Georgia
– -$22K -241 Closed
LJHT
786
Laurie J. Hall Trustee
– -$20K -200 Closed
WANY
787
Wealthspire Advisors (New York)
New York
– -$11K -127 Closed
VNA
788
Valley National Advisers
Pennsylvania
– -$10K -111 Closed
PWMG
789
Prestige Wealth Management Group
New Jersey
– -$10K -108 Closed
OSAM
790
O'Shaughnessy Asset Management
Connecticut
– -$9K -101 Closed
PRC
791
Pearl River Capital
Michigan
– -$9K -100 Closed
FTI
792
Fiduciary Trust International
Massachusetts
– -$7K -73 Closed
SWP
793
Strategic Wealth Partners
Ohio
– -$3K -35 Closed
CTB
794
Country Trust Bank
Illinois
– -$1K -10 Closed
ST
795
Sageworth Trust
Pennsylvania
– -$1K -6 Closed
CAM
796
CenterStar Asset Management
Illinois
– -$129K – –
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