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Dollar Tree

821 hedge funds and large institutions have $30.7B invested in Dollar Tree in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 264 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
13.25%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
106
Increased
264
Reduced
305
Closed
82
Calls
$545M
Puts
$1.26B
Net Calls
-$711M
Net Calls Change
-$927M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
451
Lineweaver Wealth Advisors
Ohio
$708K +$18.5K +131 +3%
Cetera Investment Advisers
452
Cetera Investment Advisers
Illinois
$706K +$172K +1,219 +32%
TPCW
453
TD Private Client Wealth
New York
$698K -$13.4K -95 -2%
SAM
454
Shell Asset Management
Netherlands
$697K -$265K -1,874 -28%
FNBSF
455
First National Bank Sioux Falls
South Dakota
$684K -$14.1K -100 -2%
SAM
456
S.A. Mason
Michigan
$683K
VIA
457
Vident Investment Advisory
Georgia
$672K -$823K -5,822 -55%
ASN
458
Advisory Services Network
Georgia
$668K -$88.3K -624 -12%
WCM
459
Weik Capital Management
Pennsylvania
$654K
BSW
460
Buckingham Strategic Wealth
Missouri
$651K -$990 -7 -0.2%
SF
461
SBK Financial
Virginia
$645K
SWM
462
SeaCrest Wealth Management
New York
$638K +$60.5K +428 +10%
LNWWM
463
Laird Norton Wetherby Wealth Management
California
$626K +$63.6K +450 +11%
NLGIA
464
Nippon Life Global Investors Americas
New York
$622K
DGAM
465
Desjardins Global Asset Management
Quebec, Canada
$616K +$6.93K +49 +1%
SP
466
Symmetry Partners
Connecticut
$615K -$177K -1,255 -22%
BMSSC
467
B. Metzler seel. Sohn & Co
Germany
$611K
AIM
468
Anchor Investment Management
South Carolina
$598K -$424 -3 -0.1%
WA
469
Wealth Alliance
New York
$582K +$162K +1,146 +39%
GIA
470
Gateway Investment Advisers
Ohio
$581K -$9.19K -65 -2%
BCM
471
Barden Capital Management
Texas
$580K +$5.38K +38 +0.9%
ABLA
472
Alan B. Lancz & Associates
Ohio
$574K
CWM
473
Chemistry Wealth Management
New York
$568K -$25.5K -180 -4%
TF
474
TIAA FSB
Florida
$555K -$70.3K -497 -11%
SC
475
SouthState Corp
Florida
$553K