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Dollar Tree

691 hedge funds and large institutions have $25.5B invested in Dollar Tree in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 225 increasing their positions, 268 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-29
Holders Change %
-4.03%
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.51%
New
64
Increased
225
Reduced
268
Closed
89
Calls
$237M
Puts
$296M
Net Calls
-$59.3M
Net Calls Change
-$81M
Name Holding Trade Value Shares
Change
Shares
Change %
XS
501
XR Securities
Illinois
$329K +$329K +2,884 New
RJT
502
Raymond James Trust
Florida
$328K +$3.99K +35 +1%
IP
503
Intellectus Partners
California
$322K -$164K -1,437 -34%
GIA
504
Gateway Investment Advisers
Ohio
$321K -$753K -6,597 -70%
LS
505
Livforsakringsbolaget Skandia
Sweden
$321K
FIM
506
Fernwood Investment Management
Massachusetts
$320K
GT
507
Greenleaf Trust
Michigan
$320K +$30.1K +264 +10%
AAM
508
Azzad Asset Management
Virginia
$312K +$312K +3,016 New
LCP
509
Legacy Capital Partners
Wisconsin
$311K
WMG
510
WESCAP Management Group
California
$311K
YMRC
511
Yorktown Management & Research Company
Virginia
$308K +$308K +2,700 New
CFA
512
Carroll Financial Associates
North Carolina
$307K
Baird Financial Group
513
Baird Financial Group
Wisconsin
$301K +$6.74K +59 +2%
FAAS
514
First Allied Advisory Services
California
$295K -$115K -1,014 -28%
EIM
515
Essex Investment Management
Massachusetts
$293K
TAM
516
Tradition Asset Management
Virginia
$285K
RMC
517
Resources Management Corp
Connecticut
$285K +$285K +2,500 New
LOAME
518
Lombard Odier Asset Management (Europe)
United Kingdom
$283K
KTA
519
Keeley-Teton Advisors
Illinois
$283K
PCM
520
Parsons Capital Management
Rhode Island
$282K -$1.17M -10,221 -81%
SFS
521
Sowell Financial Services
Arkansas
$271K +$271K +2,370 New
CS
522
Comerica Securities
Michigan
$270K +$11.9K +104 +5%
GLLW
523
Graves Light Lenhart Wealth
Virginia
$266K -$221 -2 -0.1%
PP
524
Prudential plc
United Kingdom
$266K +$2.97K +26 +1%
KeyBank National Association
525
KeyBank National Association
Ohio
$264K -$4.68K -41 -2%