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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 %
IA
501
IFP Advisors
Florida
$453K +$2.4K +52 +0.5%
SFA
502
Sequoia Financial Advisors
Ohio
$447K +$209K +1,479 +88%
RP
503
Riverwater Partners
Wisconsin
$443K -$46.1K -326 -9%
KCM
504
KRS Capital Management
Michigan
$422K +$26.9K +190 +7%
AIM
505
Aspen Investment Management
Michigan
$410K -$119K -843 -23%
BFG
506
Bleakley Financial Group
New Jersey
$408K +$408K +2,882 New
AI
507
Atom Investors
Texas
$400K +$400K +2,828 New
GA
508
Gateway Advisory
New Jersey
$389K +$4.8K +34 +1%
WI
509
Wahed Invest
New York
$387K +$51.2K +362 +15%
WMG
510
WESCAP Management Group
California
$386K
AFAS
511
Acorn Financial Advisory Services
Virginia
$386K -$65.2K -461 -14%
DIA
512
Dana Investment Advisors
Wisconsin
$386K
FIM
513
Fernwood Investment Management
Massachusetts
$382K -$14.1K -100 -4%
SS
514
Sunbelt Securities
Texas
$382K +$424 +3 +0.1%
LTI
515
Laffer Tengler Investments
Tennessee
$381K +$12.2K +86 +3%
CQS
516
Credential Qtrade Securities
$380K -$13.4K -95 -3%
CI
517
Cigna Investments
Connecticut
$374K +$141 +1 +0%
STA
518
Summit Trail Advisors
New York
$373K +$7.92K +56 +2%
AAM
519
Advisors Asset Management
Colorado
$372K +$169K +1,197 +83%
IAA
520
Ironsides Asset Advisors
North Carolina
$367K -$12.7K -90 -3%
APP
521
Alpha Paradigm Partners
Illinois
$360K +$324K +2,293 +903%
TAM
522
Trust Asset Management
Texas
$359K
EFM
523
E Fund Management
China
$356K -$25.4K -180 -7%
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$354K -$100K -710 -22%
ZB
525
Zions Bancorporation
Utah
$353K -$149K -1,052 -30%