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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 %
Rockefeller Capital Management
476
Rockefeller Capital Management
New York
$552K +$19.6K +139 +4%
AC
477
AXQ Capital
New Jersey
$552K +$552K +3,900 New
FTDI
478
First Trust Direct Indexing
Massachusetts
$550K -$87K -615 -14%
SC
479
Scotia Capital
Ontario, Canada
$550K -$24.6K -174 -4%
MCM
480
MAI Capital Management
Ohio
$545K +$75.5K +534 +16%
TMAM
481
Tokio Marine Asset Management
Japan
$543K +$49.5K +350 +10%
RBC
482
Romano Brothers & Co
Illinois
$540K +$1.13K +8 +0.2%
VC
483
Veracity Capital
Georgia
$539K +$29.6K +209 +6%
HBT
484
Heartland Bank & Trust
Illinois
$528K +$152K +1,075 +40%
AAS
485
Ameritas Advisory Services
Nebraska
$522K +$522K +3,691 New
LNC
486
Lincoln National Corp
Pennsylvania
$517K -$60.3K -426 -10%
UIM
487
USS Investment Management
United Kingdom
$509K +$509K +3,600 New
FRM
488
Fox Run Management
Connecticut
$508K +$508K +3,595 New
ICM
489
IMS Capital Management
Oregon
$505K
BL
490
Balentine LLC
Georgia
$500K +$131K +927 +36%
LWAC
491
Laurel Wealth Advisors (California)
California
$495K
SFI
492
Siemens Fonds Invest
Germany
$490K -$41.2K -291 -8%
PCM
493
Parsons Capital Management
Rhode Island
$488K -$1.13K -8 -0.2%
PWW
494
Pettyjohn Wood & White
Virginia
$487K
DEA
495
DoubleLine ETF Adviser
Florida
$484K +$484K +3,422 New
SW
496
SVB Wealth
Massachusetts
$480K -$8.35K -59 -2%
CA
497
CoreCap Advisors
Michigan
$478K -$1.42M -10,011 -75%
OC
498
Oppenheimer & Co
New York
$468K +$20.2K +143 +5%
GSIS
499
Global Strategic Investment Solutions
Arizona
$463K +$17.1K +121 +4%
KLC
500
Knowledge Leaders Capital
Colorado
$458K -$26.2K -185 -5%