DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

718 hedge funds and large institutions have $21.1B invested in Dollar Tree in 2019 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 252 increasing their positions, 236 reducing their positions, and 87 closing their positions.

Holders
718
Holders Change
+27
Holders Change %
+3.91%
% of All Funds
14.18%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.38%
New
127
Increased
252
Reduced
236
Closed
87
Calls
$283M
Puts
$328M
Net Calls
-$45.3M
Net Calls Change
+$14.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$171M
2
PCM
2
Palestra Capital Management
New York
$139M
3
Macquarie Group
3
Macquarie Group
Australia
$968M
4
MAM
4
Madison Asset Management
Wisconsin
$113M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$544M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.34B
2
Invesco
2
Invesco
Georgia
$67.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.45B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
776
SSI Investment Management
California
– – -1,857 Closed
USAA
777
United Services Automobile Association
Texas
– – -1,845 Closed
PPCM
778
Pillar Pacific Capital Management
California
– – -1,829 Closed
HAG
779
HighPoint Advisor Group
Illinois
– – -1,819 Closed
FSA
780
Franklin Street Advisors
North Carolina
– – -1,816 Closed
VAS
781
Vestmark Advisory Solutions
Massachusetts
– – -1,801 Closed
GC
782
Grimes & Company
Massachusetts
– – -1,797 Closed
DADC
783
D.A. Davidson & Co
Montana
– – -1,756 Closed
JIR
784
James Investment Research
Ohio
– – -1,590 Closed
FPFS
785
First Personal Financial Services
North Carolina
– – -1,227 Closed
NCM
786
Nelson Capital Management
California
– – -400 Closed
WCM
787
Whitener Capital Management
North Carolina
– – -350 Closed
CIAS
788
Capital Investment Advisory Services
North Carolina
– – -298 Closed
SWP
789
Strategic Wealth Partners
Ohio
– – -145 Closed
C
790
Cerebellum
California
– – -125 Closed
SSB
791
Sandy Spring Bank
Maryland
– – -86 Closed
AIC
792
Ameritas Investment Company
Nebraska
– – -40 Closed
GWAG
793
Garrett Wealth Advisory Group
Texas
– – -32 Closed
BC
794
Barnett & Company
Tennessee
– – -28 Closed
WWM
795
Willingdon Wealth Management
North Carolina
– – -23 Closed
LWM
796
Lenox Wealth Management
Ohio
– – -20 Closed
HCM
797
Hilton Capital Management
New York
– – -20 Closed
UFF
798
USA Financial Formulas
Michigan
– – -16 Closed
EI
799
Ellevest Inc
New York
– – -14 Closed
LGWM
800
Litman Gregory Wealth Management
California
– – -13 Closed
29 30 31
32
33