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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 %
CCA
526
Checchi Capital Advisers
California
$257K -$35.6K -311 -12%
PVH
527
Psagot Value Holdings
Israel
$257K +$141K +1,232 +121%
IC
528
Intersect Capital
California
$256K
CA
529
Calton & Associates
Florida
$252K +$252K +2,206 New
IIM
530
Intact Investment Management
Quebec, Canada
$251K
AOWM
531
Alpha Omega Wealth Management
Virginia
$248K +$195K +1,768 +372%
BFEC
532
Benjamin F. Edwards & Company
Missouri
$246K +$210K +1,841 +588%
WCM
533
Weik Capital Management
Pennsylvania
$240K +$240K +2,100 New
SF
534
Synovus Financial
Georgia
$236K -$220K -1,920 -48%
CAM
535
Cresset Asset Management
Illinois
$232K +$232K +2,029 New
LOAMS
536
Lombard Odier Asset Management (Switzerland)
Switzerland
$231K
QCG
537
Quadrant Capital Group
Ohio
$231K +$29K +265 +14%
WMA
538
Wealth Management Associates
New Jersey
$228K
SCM
539
Stonebridge Capital Management
California
$228K
RHBC
540
R.H. Bluestein & Co
Michigan
$228K
Northwestern Mutual Wealth Management
541
Northwestern Mutual Wealth Management
Wisconsin
$227K +$9.82K +86 +5%
CCP
542
Corient Capital Partners
California
$226K +$11.5K +101 +5%
SW
543
SlateStone Wealth
Florida
$224K -$6.86K -60 -3%
CCT
544
Country Club Trust
Missouri
$224K +$224K +1,960 New
MFG
545
Magnus Financial Group
New York
$218K
BFA
546
Bragg Financial Advisors
North Carolina
$214K
SIM
547
SSI Investment Management
California
$212K
USAA
548
United Services Automobile Association
Texas
$211K -$15.6M -136,387 -99%
PPCM
549
Pillar Pacific Capital Management
California
$208K -$24.5K -215 -11%
FSA
550
Franklin Street Advisors
North Carolina
$207K +$207K +1,816 New