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Dollar Tree

623 hedge funds and large institutions have $17.5B invested in Dollar Tree in 2016 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 217 increasing their positions, 245 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+23
Holders Change %
+3.83%
% of All Funds
15.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.73%
New
98
Increased
217
Reduced
245
Closed
68
Calls
$573M
Puts
$304M
Net Calls
+$269M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
551
Paradigm Asset Management
New York
$50.2K -$92.6K -1,200 -65%
FCB
552
First Command Bank
Texas
$46K +$46K +600 New
FCFS
553
First Command Financial Services
Texas
$46K +$46K +600 New
Northwestern Mutual Wealth Management
554
Northwestern Mutual Wealth Management
Wisconsin
$46K +$46K +603 New
AWM
555
AllSquare Wealth Management
New York
$45K +$2.23K +29 +5%
AAP
556
Arax Advisory Partners
Colorado
$42K +$42K +540 New
PMFA
557
Plante Moran Financial Advisors
Michigan
$35K +$11K +143 +46%
TCOV
558
Trust Company of Vermont
Vermont
$33K +$1.79K +23 +6%
SIC
559
Salem Investment Counselors
North Carolina
$33K +$33K +425 New
KF
560
Krilogy Financial
Missouri
$32K -$8.35K -107 -21%
WA
561
WFG Advisors
Texas
$31K -$50.4K -650 -62%
AC
562
Alexandria Capital
Virginia
$31K -$1.57K -20 -5%
NCM
563
Nelson Capital Management
California
$31K
WOC
564
West Oak Capital
California
$30.9K
PG
565
Patten Group
Tennessee
$30K
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$29.7K +$29.7K +385 New
GAM
567
Gemmer Asset Management
California
$29K -$391 -5 -1%
RFS
568
Rockefeller Financial Services
New York
$28K +$28K +360 New
AIM
569
Advantage Investment Management
Iowa
$26K
TWA
570
TCI Wealth Advisors
Arizona
$23K
IDBONY
571
Israel Discount Bank of New York
New York
$23K +$23K +300 New
FANJ
572
Financial Architects (New Jersey)
New Jersey
$21K -$38K -500 -64%
RFA
573
Reilly Financial Advisors
California
$19K
LNB
574
Ledyard National Bank
$18K -$9.66K -125 -35%
ACS
575
Archford Capital Strategies
Illinois
$18K