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Dollar Tree

723 hedge funds and large institutions have $23.8B invested in Dollar Tree in 2019 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 251 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
+27
Holders Change %
+3.88%
% of All Funds
15.67%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
108
Increased
251
Reduced
259
Closed
73
Calls
$204M
Puts
$285M
Net Calls
-$81.4M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
501
SVB Wealth
Massachusetts
$364K -$390K -3,711 -52%
CA
502
Clearstead Advisors
Ohio
$354K +$75.4K +717 +27%
Wealthfront Advisers
503
Wealthfront Advisers
California
$351K +$20.7K +197 +6%
Cerity Partners
504
Cerity Partners
New York
$350K -$26.2K -249 -7%
CTC
505
Central Trust Company
Missouri
$350K +$13.6K +130 +4%
SC
506
SouthState Corp
Florida
$348K -$100K -953 -22%
TA
507
TMD & Associates
Arizona
$347K
C
508
Cerebellum
California
$345K +$73.8K +702 +27%
RIL
509
Rothschild Investment LLC
Illinois
$340K -$2.68M -25,505 -89%
BPWA
510
Beacon Pointe Wealth Advisors
California
$337K
ZCM
511
Zebra Capital Management
Connecticut
$337K +$337K +3,212 New
Fuller & Thaler Asset Management
512
Fuller & Thaler Asset Management
California
$325K
GCP
513
GSA Capital Partners
United Kingdom
$323K +$323K +3,076 New
ITIM
514
Indiana Trust & Investment Management
Indiana
$322K
TSS
515
Two Sigma Securities
New York
$321K -$1.05M -10,018 -77%
ZIG
516
Zuckerman Investment Group
Illinois
$319K -$10.2M -97,110 -97%
IIM
517
Intact Investment Management
Quebec, Canada
$315K -$126K -1,200 -29%
VLC
518
Van Leeuwen & Company
New Jersey
$315K -$105K -1,000 -25%
AI
519
Atria Investments
North Carolina
$314K -$826K -7,879 -72%
DCM
520
Dupont Capital Management
Delaware
$310K
1SB
521
1ST Source Bank
Indiana
$309K -$524 -5 -0.2%
IFWM
522
Institute for Wealth Management
Colorado
$295K +$295K +2,809 New
SCM
523
Sterling Capital Management
North Carolina
$294K -$21K -200 -7%
Rockefeller Capital Management
524
Rockefeller Capital Management
New York
$294K +$238K +2,264 +423%
CFA
525
Carroll Financial Associates
North Carolina
$292K +$6.5K +62 +2%