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Dollar Tree

691 hedge funds and large institutions have $19.2B invested in Dollar Tree in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 237 increasing their positions, 276 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-34
Holders Change %
-4.69%
% of All Funds
12.14%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
75
Increased
237
Reduced
276
Closed
100
Calls
$642M
Puts
$445M
Net Calls
+$197M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
476
Steward Partners Investment Advisory
New York
$338K +$114K +1,194 +51%
Tudor Investment Corp
477
Tudor Investment Corp
Connecticut
$336K
RJT
478
Raymond James Trust
Florida
$331K +$22.5K +235 +7%
VI
479
Vestcor Inc
New Brunswick, Canada
$328K -$49.3K -516 -13%
AP
480
Advisor Partners
California
$323K -$89.7K -937 -22%
FB
481
Fulton Bank
Pennsylvania
$323K +$3.35K +35 +1%
DBRC
482
D.B. Root & Company
Pennsylvania
$321K -$63K -659 -16%
SBIA
483
Sheaff Brock Investment Advisors
Indiana
$310K +$2.88K +30 +0.9%
CSS
484
Cubist Systematic Strategies
Connecticut
$309K -$8.87M -92,788 -97%
SWP
485
Stratos Wealth Partners
Ohio
$309K -$100K -1,048 -25%
Pzena Investment Management
486
Pzena Investment Management
New York
$304K
GSIS
487
Global Strategic Investment Solutions
Arizona
$302K
WANY
488
Wealthspire Advisors (New York)
New York
$302K +$302K +3,159 New
PWM
489
Perigon Wealth Management
California
$301K +$301K +3,143 New
LNC
490
Lincoln National Corp
Pennsylvania
$300K -$35K -365 -10%
Wealthfront Advisers
491
Wealthfront Advisers
California
$299K +$10.3K +108 +4%
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$296K
SC
493
SouthState Corp
Florida
$295K +$14.3K +150 +5%
CFA
494
Carroll Financial Associates
North Carolina
$290K +$6.22K +65 +2%
CAM
495
Cidel Asset Management
Ontario, Canada
$288K
BG
496
Bahl & Gaynor
Ohio
$284K
EF
497
Empirical Finance
Pennsylvania
$284K +$15.7K +164 +6%
TSS
498
Two Sigma Securities
New York
$284K +$48.3K +504 +20%
BRWA
499
B. Riley Wealth Advisors
Florida
$283K +$283K +2,959 New
EFM
500
E Fund Management
China
$281K +$281K +2,939 New