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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 %
WMG
526
WESCAP Management Group
California
$371K
GA
527
Gateway Advisory
New Jersey
$370K +$370K +2,719 New
SS
528
Sunbelt Securities
Texas
$367K
EFM
529
E Fund Management
China
$367K +$14.6K +107 +4%
BHCM
530
Boulder Hill Capital Management
New York
$367K +$367K +2,700 New
FA
531
FDx Advisors
Illinois
$366K -$9.8K -72 -3%
CWM
532
Calamos Wealth Management
Illinois
$366K
IAA
533
Ironsides Asset Advisors
North Carolina
$365K -$113K -827 -24%
KFSC
534
Keystone Financial Services (Colorado)
Colorado
$362K -$5.78K -37 -2%
HBT
535
Heartland Bank & Trust
Illinois
$362K +$362K +2,659 New
CI
536
Cigna Investments
Connecticut
$360K -$23.3K -171 -6%
BL
537
Balentine LLC
Georgia
$355K -$726K -5,331 -67%
LTI
538
Laffer Tengler Investments
Tennessee
$355K +$11.7K +86 +3%
STA
539
Summit Trail Advisors
New York
$351K -$20.4K -150 -5%
TAM
540
Trust Asset Management
Texas
$345K +$24.3K +179 +8%
DBRC
541
D.B. Root & Company
Pennsylvania
$343K +$272 +2 +0.1%
CA
542
Continuum Advisory
Idaho
$340K +$5.71K +42 +2%
1SB
543
1ST Source Bank
Indiana
$338K -$9.67K -71 -3%
KeyBank National Association
544
KeyBank National Association
Ohio
$336K +$136 +1 +0%
EIP
545
Epoch Investment Partners
New York
$331K -$12.9K -95 -4%
KPWS
546
Kestra Private Wealth Services
Texas
$330K +$51.7K +380 +19%
CAM
547
Claret Asset Management
Quebec, Canada
$329K -$9.83M -72,180 -97%
RC
548
RegentAtlantic Capital
New Jersey
$323K +$1.63K +12 +0.5%
WI
549
Wahed Invest
New York
$323K +$19.5K +143 +6%
RSWM
550
Robertson Stephens Wealth Management
California
$319K -$249K -1,831 -44%