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Dollar Tree

811 hedge funds and large institutions have $29.9B invested in Dollar Tree in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
-20
Holders Change %
-2.41%
% of All Funds
14.02%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.4%
New
80
Increased
243
Reduced
351
Closed
90
Calls
$833M
Puts
$616M
Net Calls
+$216M
Net Calls Change
+$322M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
401
Bar Harbor Wealth Management
New Hampshire
$1.1M -$49.8K -366 -4%
PAS
402
Park Avenue Securities
New York
$1.07M +$204K +1,496 +24%
NMIMC
403
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M -$248K -1,826 -19%
IC
404
IEQ Capital
California
$1.05M +$418K +3,071 +66%
V
405
Veritable
Delaware
$1.05M -$37K -272 -3%
AIP
406
Ameritas Investment Partners
Nebraska
$1.04M -$23K -169 -2%
PIC
407
PCJ Investment Counsel
Ontario, Canada
$1.03M -$2.39M -17,530 -70%
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M -$17.2K -126 -2%
CAN
409
Cetera Advisor Networks
California
$997K -$299K -2,199 -23%
PAG
410
Private Advisor Group
New Jersey
$994K -$241K -1,767 -19%
IWC
411
Integrated Wealth Concepts
Massachusetts
$993K +$16.1K +118 +2%
HVP
412
Hudson Value Partners
Florida
$988K +$988K +7,257 New
AWA
413
Aaron Wealth Advisors
Illinois
$983K +$983K +7,223 New
ECM
414
Everence Capital Management
Indiana
$973K +$278K +2,040 +40%
LA
415
Lifeworks Advisors
Michigan
$952K -$168K -1,059 -15%
LBC
416
Lowe Brockenbrough & Co
Virginia
$935K -$26.3K -193 -3%
GVAG
417
Great Valley Advisor Group
Delaware
$934K -$95K -698 -9%
SAM
418
Shell Asset Management
Netherlands
$926K -$280K -2,056 -23%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$926K +$31K +228 +3%
CT
420
Clearstead Trust
Maine
$925K
CA
421
Cullinan Associates
Kentucky
$925K
RIL
422
Rothschild Investment LLC
Illinois
$909K -$4.08K -30 -0.4%
EC
423
Estate Counselors
Wisconsin
$893K -$738K -5,425 -45%
HNB
424
Huntington National Bank
Ohio
$887K -$1.5K -11 -0.2%
William Blair & Company
425
William Blair & Company
Illinois
$874K +$9.93K +73 +1%