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Dollar Tree

811 hedge funds and large institutions have $29.9B invested in Dollar Tree in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
-20
Holders Change %
-2.41%
% of All Funds
14.02%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.4%
New
80
Increased
243
Reduced
351
Closed
90
Calls
$833M
Puts
$616M
Net Calls
+$216M
Net Calls Change
+$322M
Name Holding Trade Value Shares
Change
Shares
Change %
RP
501
Riverwater Partners
Wisconsin
$471K
PCM
502
Parsons Capital Management
Rhode Island
$471K +$1.09K +8 +0.2%
SW
503
SVB Wealth
Massachusetts
$470K +$108K +793 +30%
PWW
504
Pettyjohn Wood & White
Virginia
$469K
KLC
505
Knowledge Leaders Capital
Colorado
$466K -$26.1K -192 -5%
Baird Financial Group
506
Baird Financial Group
Wisconsin
$460K -$437K -3,220 -49%
MCM
507
MAI Capital Management
Ohio
$452K +$221K +1,626 +96%
IA
508
IFP Advisors
Florida
$451K +$293K +6,340 +185%
MWM
509
Modera Wealth Management
New Jersey
$449K
GAM
510
Gotham Asset Management
New York
$439K +$439K +3,228 New
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$437K +$139K +1,024 +47%
MGP
512
Metis Global Partners
California
$436K +$13.2K +97 +3%
AFAS
513
Acorn Financial Advisory Services
Virginia
$434K -$30.3K -223 -7%
OC
514
Oppenheimer & Co
New York
$432K -$143K -1,050 -25%
GSIS
515
Global Strategic Investment Solutions
Arizona
$429K +$250K +1,839 +140%
PAMG
516
Patton Albertson Miller Group
Tennessee
$418K +$99.5K +730 +31%
WA
517
Wealth Alliance
New York
$404K -$72.8K -535 -15%
Axa
518
Axa
France
$384K -$34.3K -252 -8%
FIM
519
Fernwood Investment Management
Massachusetts
$381K
KCM
520
KRS Capital Management
Michigan
$380K +$4.76K +35 +1%
CQS
521
Credential Qtrade Securities
$379K +$7.76K +57 +2%
BPC
522
Banque Pictet & Cie
Switzerland
$374K +$374K +2,749 New
5L
523
55I LLC
Massachusetts
$374K +$178K +1,311 +91%
EARNEST Partners
524
EARNEST Partners
Georgia
$373K -$18.9K -139 -5%
DIA
525
Dana Investment Advisors
Wisconsin
$371K