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Dollar Tree

725 hedge funds and large institutions have $20.5B invested in Dollar Tree in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-24
Holders Change %
-3.2%
% of All Funds
12.66%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
85
Increased
261
Reduced
271
Closed
101
Calls
$365M
Puts
$321M
Net Calls
+$43.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
426
Prelude Capital Management
New York
$718K +$101K +1,018 +16%
CWM
427
Cedar Wealth Management
California
$709K -$8.46K -85 -1%
MIH
428
Meitav Investment House
Israel
$706K +$706K +7,100 New
V
429
Veritable
Delaware
$704K +$8.85K +89 +1%
EGM
430
Engineers Gate Manager
New York
$699K +$172K +1,724 +33%
BBVA
431
Banco Bilbao Vizcaya Argentaria
Spain
$691K +$133K +1,339 +24%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$687K +$297K +2,989 +76%
Creative Planning
433
Creative Planning
Kansas
$683K +$69.1K +695 +11%
CA
434
Cullinan Associates
Kentucky
$677K
WAM
435
World Asset Management
Michigan
$666K -$25K -251 -4%
HVM
436
Harvest Volatility Management
Connecticut
$663K +$155K +1,558 +31%
WAM
437
Wolverine Asset Management
Illinois
$655K +$655K +6,588 New
IRF
438
IBM Retirement Fund
New York
$652K -$147K -1,480 -18%
CFB
439
Cullen/Frost Bankers
Texas
$652K -$6.77K -68 -1%
EWM
440
Executive Wealth Management
Michigan
$645K +$69K +694 +12%
GP
441
Greenline Partners
New York
$636K -$129K -1,298 -17%
IAA
442
Ironsides Asset Advisors
North Carolina
$630K +$24.9K +250 +4%
SEC
443
Seven Eight Capital
New York
$629K -$955K -9,595 -60%
AWM
444
AE Wealth Management
Kansas
$628K +$16.2K +163 +3%
RIL
445
Rothschild Investment LLC
Illinois
$617K +$11.5K +116 +2%
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$601K -$56.5K -568 -9%
NA
447
NewEdge Advisors
Louisiana
$594K +$594K +5,963 New
AFAS
448
Acorn Financial Advisory Services
Virginia
$584K
FCM
449
Fortis Capital Management
Washington
$584K +$183K +1,841 +46%
CQS
450
Credential Qtrade Securities
$574K -$372K -3,734 -39%