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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 %
GDP
776
Great Diamond Partners
Maine
– -$27K -289 Closed
ES
777
Equitec Specialists
Illinois
– -$26K -280 Closed
PFGIA
778
Patriot Financial Group Insurance Agency
Massachusetts
– -$25K -269 Closed
MA
779
MCF Advisors
Kentucky
– -$19K -200 Closed
RMC
780
Resources Management Corp
Connecticut
– -$19K -200 Closed
BCI
781
Brinker Capital Investments
Pennsylvania
– -$13K -142 Closed
RMAM
782
Raab & Moskowitz Asset Management
New Jersey
– -$11K -127 Closed
MUS
783
Mitsubishi UFJ Securities
Japan
– -$9K -100 Closed
ONST
784
Old North State Trust
North Carolina
– -$8K -89 Closed
VAIA
785
Virtus Alternative Investment Advisers
Connecticut
– -$8K -83 Closed
FHA
786
First Horizon Advisors
Tennessee
– -$7K -75 Closed
SC
787
Solstein Capital
California
– -$6K -64 Closed
APC
788
Aspire Private Capital
North Carolina
– -$6K -59 Closed
FA
789
Fortis Advisors
Pennsylvania
– -$5K -54 Closed
HWM
790
Howard Wealth Management
Connecticut
– -$4K -50 Closed
THWM
791
Taylor Hoffman Wealth Management
Virginia
– -$4K -39 Closed
EWA
792
Evolution Wealth Advisors
Florida
– -$3K -37 Closed
Lazard Asset Management
793
Lazard Asset Management
New York
– -$2K -27 Closed
RCA
794
Ranch Capital Advisors
Florida
– -$2K -24 Closed
WCM
795
Wealthcare Capital Management
Virginia
– -$1K -10 Closed
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