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Dollar Tree

523 hedge funds and large institutions have $10.2B invested in Dollar Tree in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 166 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $194M | Put options by funds: $87.1M

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

3% more funds holding

Funds holding: 507523 (+16)

1% less capital invested

Capital invested by funds: $10.3B → $10.2B (-$93.8M)

24% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 217

Holders
523
Holders Change
+16
Holders Change %
+3.16%
% of All Funds
15.17%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.44%
New
64
Increased
166
Reduced
217
Closed
43
Calls
$194M
Puts
$87.1M
Net Calls
+$107M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$803M +$13.1M +237,983 +2%
State Street
2
State Street
Massachusetts
$571M -$51.8M -939,033 -8%
Wells Fargo
3
Wells Fargo
California
$498M -$38.5M -697,562 -7%
HCM
4
Highfields Capital Management
Massachusetts
$474M +$331M +6,009,275 +245%
BIT
5
BlackRock Institutional Trust
California
$355M +$49.3M +894,559 +16%
Viking Global Investors
6
Viking Global Investors
Connecticut
$308M +$303M +5,495,555 New
Wellington Management Group
7
Wellington Management Group
Massachusetts
$254M -$49.9M -906,084 -17%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$229M -$24.2M -438,711 -10%
Jennison Associates
9
Jennison Associates
New York
$213M -$2.67M -48,411 -1%
ACM
10
AKRE Capital Management
Virginia
$195M +$120K +2,175 +0.1%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$183M +$179M +3,248,834 +13,719%
BFA
12
BlackRock Fund Advisors
California
$155M +$10.2M +184,592 +7%
Invesco
13
Invesco
Georgia
$143M -$9.13M -165,543 -6%
Northern Trust
14
Northern Trust
Illinois
$140M -$4.45M -80,726 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$137M +$44.6M +809,012 +50%
MG
16
Meritage Group
California
$135M -$30.3M -549,854 -19%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$120M -$1.42M -25,716 -1%
Citadel Advisors
18
Citadel Advisors
Florida
$118M +$102M +1,842,348 +723%
DCM
19
Discovery Capital Management
Connecticut
$116M +$115M +2,077,200 New
CI Investments Inc
20
CI Investments Inc
Ontario, Canada
$113M +$42M +761,100 +61%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$107M +$79.7M +1,446,400 +311%
Alkeon Capital Management
22
Alkeon Capital Management
New York
$99.7M +$15.2M +275,000 +18%
BG
23
BlackRock Group
United Kingdom
$97.2M +$10.2M +185,445 +12%
Two Sigma Investments
24
Two Sigma Investments
New York
$96.9M +$15.8M +286,363 +20%
Norges Bank
25
Norges Bank
Norway
$92M -$90.4M -1,639,914 -50%

DLTR Hedge Fund Activity: Q3 2014 in Review

523 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q3 2014, worth a combined $10.2B — down 0.91% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DLTR positions and 43 closed out — a net gain of 21 holders — while 166 added to existing stakes and 217 trimmed.

The largest buyer was Highfields Capital Management, adding an estimated $331M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.13B.

  • 523 institutional investors held Dollar Tree (DLTR) as of Q3 2014, up from 507 in Q2 2014.
  • Funds reported $10.2B of Dollar Tree stock for Q3 2014, down 0.91% quarter-over-quarter.
  • 64 funds opened new Dollar Tree positions in Q3 2014 and 43 closed out, a net change of +21 holders.
  • The largest Dollar Tree buyer in Q3 2014 was Highfields Capital Management, an estimated $331M added.
  • The largest Dollar Tree seller in Q3 2014 was T. Rowe Price Associates, an estimated $1.13B sold.

Based on aggregated 13F filings for Q3 2014.