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Dollar Tree

761 hedge funds and large institutions have $31.2B invested in Dollar Tree in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 333 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-34
Holders Change %
-4.28%
% of All Funds
12%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
57
Increased
217
Reduced
333
Closed
88
Calls
$909M
Puts
$704M
Net Calls
+$205M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
PSC
401
Portman Square Capital
United Kingdom
$863K -$110K -766 -11%
CUAMC
402
China Universal Asset Management Company
China
$843K +$558K +3,891 +196%
TI
403
Tidal Investments
Wisconsin
$842K +$97.2K +678 +13%
KAS
404
Kestra Advisory Services
Texas
$824K -$249K -1,733 -23%
LA
405
Lifeworks Advisors
Michigan
$814K -$7.75K -54 -0.9%
HNB
406
Huntington National Bank
Ohio
$813K -$46.1K -321 -5%
MA
407
Montag & Associates
Georgia
$810K
NAM
408
NorthCrest Asset Manangement
Minnesota
$803K -$287 -2 -0%
ICM
409
Intrepid Capital Management
Florida
$785K -$6.46K -45 -0.8%
EP
410
Edgestream Partners
New Jersey
$764K +$402K +2,804 +111%
VI
411
Vestcor Inc
New Brunswick, Canada
$759K -$499K -3,474 -40%
MIH
412
Meitav Investment House
Israel
$753K
CIR
413
Clear Investment Research
Georgia
$746K
DGAM
414
Desjardins Global Asset Management
Quebec, Canada
$741K +$67K +467 +10%
SI
415
Stephens Inc
Arkansas
$739K -$15.9K -111 -2%
SAM
416
Strategy Asset Managers
California
$738K +$46.6K +325 +7%
LWA
417
Lineweaver Wealth Advisors
Ohio
$738K -$6.46K -45 -0.9%
RCA
418
Resonant Capital Advisors
Wisconsin
$711K -$24K -167 -3%
BMSSC
419
B. Metzler seel. Sohn & Co
Germany
$699K +$93.8K +654 +16%
FNBSF
420
First National Bank Sioux Falls
South Dakota
$694K
CQS
421
Credential Qtrade Securities
$694K -$398K -2,772 -36%
SAM
422
S.A. Mason
Michigan
$693K
AIMCA
423
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$689K
BCM
424
Barden Capital Management
Texas
$675K +$79.4K +553 +13%
NHC
425
Nicholas Hoffman & Company
Georgia
$674K -$50.2K -350 -7%