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Dollar Tree

696 hedge funds and large institutions have $20.3B invested in Dollar Tree in 2018 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 224 increasing their positions, 253 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+21
Holders Change %
+3.11%
% of All Funds
15.53%
Holding in Top 10
28
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+250%
% of All Funds
0.62%
New
121
Increased
224
Reduced
253
Closed
93
Calls
$248M
Puts
$332M
Net Calls
-$84.2M
Net Calls Change
-$8.38M
Name Holding Trade Value Shares
Change
Shares
Change %
BPWA
501
Beacon Pointe Wealth Advisors
California
$290K +$290K +3,210 New
RJT
502
Raymond James Trust
Florida
$285K -$60.1K -664 -17%
Wealthfront Advisers
503
Wealthfront Advisers
California
$284K +$284K +3,147 New
Fuller & Thaler Asset Management
504
Fuller & Thaler Asset Management
California
$279K
ITIM
505
Indiana Trust & Investment Management
Indiana
$277K +$12.7K +140 +5%
FB
506
Fulton Bank
Pennsylvania
$273K +$36.9K +409 +16%
SCM
507
Sterling Capital Management
North Carolina
$271K -$1.68M -18,583 -86%
NJBEST
508
New Jersey Better Educational Savings Trust
New Jersey
$271K
MAFM
509
Mid Atlantic Financial Management
Pennsylvania
$269K +$269K +2,974 New
1SB
510
1ST Source Bank
Indiana
$267K -$4.71K -52 -2%
DCM
511
Dupont Capital Management
Delaware
$267K +$67.4K +745 +34%
CFA
512
Carroll Financial Associates
North Carolina
$266K
MCM
513
MAI Capital Management
Ohio
$260K -$31.7K -351 -11%
KeyBank National Association
514
KeyBank National Association
Ohio
$259K +$12K +133 +5%
TYCC
515
Texas Yale Capital Corp
Florida
$259K +$259K +2,870 New
Axa
516
Axa
France
$254K -$888K -9,800 -78%
William Blair & Company
517
William Blair & Company
Illinois
$253K
Korea Investment Corp
518
Korea Investment Corp
South Korea
$249K -$3.43M -38,000 -93%
LC
519
Lourd Capital
California
$247K +$6.59K +73 +3%
LCP
520
Legacy Capital Partners
Wisconsin
$246K
WMG
521
WESCAP Management Group
California
$246K
CA
522
Clearstead Advisors
Ohio
$239K +$239K +2,651 New
SWP
523
Stratos Wealth Partners
Ohio
$233K +$23.4K +259 +11%
C
524
Cerebellum
California
$233K +$38K +421 +19%
GLLW
525
Graves Light Lenhart Wealth
Virginia
$233K +$233K +2,575 New