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Dollar Tree

499 hedge funds and large institutions have $9.77B invested in Dollar Tree in 2014 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 176 increasing their positions, 202 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
14.42%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
67
Increased
176
Reduced
202
Closed
64
Calls
$153M
Puts
$104M
Net Calls
+$49M
Net Calls Change
+$79.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$233K -$573 -11 -0.2%
H
427
Hexavest
Quebec, Canada
$223K -$13.8M -265,443 -98%
NG
428
NatWest Group
United Kingdom
$222K -$896K -17,159 -80%
BF
429
BOK Financial
Oklahoma
$220K +$20.3K +388 +10%
PPCM
430
Pillar Pacific Capital Management
California
$219K -$20.9K -400 -9%
LIM
431
Leavell Investment Management
Alabama
$219K
CFA
432
Carroll Financial Associates
North Carolina
$218K
CC
433
ClearArc Capital
Ohio
$216K +$13.2K +252 +6%
BGAM
434
Boussard & Gavaudan Asset Management
United Kingdom
$207K +$207K +3,994 New
AI
435
Atria Investments
North Carolina
$202K -$266K -5,103 -57%
WSFS
436
Wilmington Savings Fund Society
Delaware
$200K -$7.7K -148 -4%
CGT
437
Capital Guardian Trust
California
$199K
Creative Planning
438
Creative Planning
Kansas
$183K -$93.5K -1,792 -34%
WTB
439
Washington Trust Bank
Washington
$146K +$146K +2,798 New
EWM
440
Evercore Wealth Management
New York
$135K -$57.1K -1,100 -30%
AAM
441
Advisors Asset Management
Colorado
$131K +$39K +747 +42%
IUAM
442
Itau USA Asset Management
New York
$130K -$36.4K -700 -22%
OMCS
443
Old Mutual Customised Solutions
South Africa
$130K
BBHC
444
Brown Brothers Harriman & Co
New York
$127K +$127K +2,430 New
BA
445
BlackRock Advisors
Delaware
$125K -$3.08K -59 -2%
BAM
446
Brave Asset Management
New Jersey
$125K
Envestnet Asset Management
447
Envestnet Asset Management
Illinois
$116K -$115K -2,207 -50%
WA
448
WFG Advisors
Texas
$104K +$104K +2,000 New
CCM
449
Carderock Capital Management
Maryland
$104K +$104K +2,000 New
CLOS
450
Compagnie Lombard Odier SCmA
Switzerland
$103K