Dollar Tree
DLTR
687 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 235 increasing their positions, 224 reducing their positions, and 87 closing their positions.
69% more funds holding in top 10
Funds holding in top 10: 13 → 22 (+9)
39% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 87
25% more capital invested
Capital invested by funds: $15.8B → $19.8B (+$4B)
5% more funds holding
Funds holding: 656 → 687 (+31)
7% more call options, than puts
Call options by funds: $184M | Put options by funds: $172M
5% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 224
0.69% less ownership
Funds ownership: 90.74% → 90.05% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$242M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
+$160M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$100M |
| 4 |
Renaissance Technologies
New York
|
+$90.5M |
| 5 |
JP Morgan Chase
New York
|
+$68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$641M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$274M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$141M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$66.5M |
| 5 |
JCM
Junto Capital Management
New York
|
-$63.3M |
DLTR Hedge Fund Activity: Q2 2020 in Review
687 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q2 2020, worth a combined $19.8B — up 25% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new DLTR positions and 87 closed out — a net gain of 34 holders — while 235 added to existing stakes and 224 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $242M. The largest seller was T. Rowe Price Associates, cutting an estimated $641M.
- 687 institutional investors held Dollar Tree (DLTR) as of Q2 2020, up from 656 in Q1 2020.
- Funds reported $19.8B of Dollar Tree stock for Q2 2020, up 25% quarter-over-quarter.
- 121 funds opened new Dollar Tree positions in Q2 2020 and 87 closed out, a net change of +34 holders.
- The largest Dollar Tree buyer in Q2 2020 was Lazard Asset Management, an estimated $242M added.
- The largest Dollar Tree seller in Q2 2020 was T. Rowe Price Associates, an estimated $641M sold.
Based on aggregated 13F filings for Q2 2020.