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Dollar Tree

600 hedge funds and large institutions have $17.7B invested in Dollar Tree in 2016 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 237 increasing their positions, 215 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
16.03%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.72%
New
72
Increased
237
Reduced
215
Closed
72
Calls
$430M
Puts
$172M
Net Calls
+$259M
Net Calls Change
+$269M
Name Holding Trade Value Shares
Change
Shares
Change %
QI
476
QS Investors
New York
$326K +$79.9K +1,013 +32%
CGT
477
Capital Guardian Trust
California
$297K
BB
478
Bell Bank
North Dakota
$287K -$6.32K -80 -2%
CFA
479
Carroll Financial Associates
North Carolina
$282K -$7.88K -100 -3%
BRWA
480
B. Riley Wealth Advisors
Florida
$282K +$30.4K +384 +12%
MCP
481
Mirador Capital Partners
California
$266K -$6.79K -86 -2%
GBT
482
Grove Bank & Trust
Florida
$265K +$25.7K +326 +11%
AWM
483
Altavista Wealth Management
North Carolina
$265K +$29K +367 +12%
FTIOP
484
Fiduciary Trust International of Pennsylvania
Pennsylvania
$264K -$3.79K -48 -1%
UCFA
485
United Capital Financial Advisors
Texas
$263K -$43.2K -547 -14%
MIH
486
Madison Investment Holdings
Wisconsin
$256K +$5.13K +65 +2%
AT
487
Arden Trust
Delaware
$254K -$552K -6,979 -68%
IIM
488
Ironwood Investment Management
Massachusetts
$251K +$52.2K +662 +26%
CMBA
489
C.M. Bidwell & Associates
Hawaii
$249K +$249K +3,155 New
IA
490
IFP Advisors
Florida
$248K +$9.95K +126 +4%
OAMG
491
Odey Asset Management Group
United Kingdom
$243K
W
492
Wealthfront
California
$242K -$32.4K -411 -12%
BFM
493
Boston Financial Management
Massachusetts
$238K -$106K -1,345 -31%
CWM
494
Concert Wealth Management
California
$235K -$15K -191 -6%
PPSG
495
Princeton Portfolio Strategies Group
New Jersey
$227K +$227K +2,875 New
SEC
496
Seven Eight Capital
New York
$221K -$237K -3,000 -52%
CIC
497
Crawford Investment Counsel
Georgia
$221K -$47K -594 -18%
BAM
498
Brave Asset Management
New Jersey
$221K
VFA
499
Voya Financial Advisors
Connecticut
$217K +$217K +2,803 New
BA
500
Bristlecone Advisors
Washington
$212K +$31.6K +400 +18%