Dollar Tree
DLTR
696 hedge funds and large institutions have $20.3B invested in Dollar Tree in 2018 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 224 increasing their positions, 253 reducing their positions, and 94 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 8 → 28 (+20)
29% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 94
12% more capital invested
Capital invested by funds: $18.1B → $20.3B (+$2.15B)
3% more funds holding
Funds holding: 676 → 696 (+20)
1.63% more ownership
Funds ownership: 93.52% → 95.15% (+1.6%)
11% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 253
25% less call options, than puts
Call options by funds: $248M | Put options by funds: $332M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$357M |
| 2 |
BlackRock
New York
|
+$319M |
| 3 |
SV
Starboard Value
New York
|
+$219M |
| 4 |
D.E. Shaw & Co
New York
|
+$158M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$227M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$143M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$132M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$103M |
| 5 |
GCM
Glenview Capital Management
New York
|
-$97.6M |
DLTR Hedge Fund Activity: Q4 2018 in Review
696 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q4 2018, worth a combined $20.3B — up 12% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new DLTR positions and 94 closed out — a net gain of 27 holders — while 224 added to existing stakes and 253 trimmed.
The largest buyer was Jackson Square Partners, opening a new position worth an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $227M.
- 696 institutional investors held Dollar Tree (DLTR) as of Q4 2018, up from 676 in Q3 2018.
- Funds reported $20.3B of Dollar Tree stock for Q4 2018, up 12% quarter-over-quarter.
- 121 funds opened new Dollar Tree positions in Q4 2018 and 94 closed out, a net change of +27 holders.
- The largest Dollar Tree buyer in Q4 2018 was Jackson Square Partners, an estimated $357M added.
- The largest Dollar Tree seller in Q4 2018 was JP Morgan Chase, an estimated $227M sold.
Based on aggregated 13F filings for Q4 2018.