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Dollar Tree

723 hedge funds and large institutions have $23.8B invested in Dollar Tree in 2019 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 251 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
+27
Holders Change %
+3.88%
% of All Funds
15.67%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
108
Increased
251
Reduced
259
Closed
73
Calls
$204M
Puts
$285M
Net Calls
-$81.4M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
551
Sowell Financial Services
Arkansas
$226K +$226K +2,156 New
PPCM
552
Pillar Pacific Capital Management
California
$223K -$15.7K -150 -7%
LS
553
Livforsakringsbolaget Skandia
Sweden
$222K
SI
554
Stephens Inc
Arkansas
$220K -$117K -1,112 -35%
MAFM
555
Mid Atlantic Financial Management
Pennsylvania
$218K -$93.8K -895 -30%
MSFP
556
Mark Sheptoff Financial Planning
Connecticut
$215K +$215K +2,050 New
AT
557
Arden Trust
Delaware
$215K +$215K +2,050 New
CCT
558
Country Club Trust
Missouri
$214K -$229K -2,189 -52%
CCB
559
Cutter & Co Brokerage
Missouri
$214K +$214K +2,039 New
CFB
560
Cullen/Frost Bankers
Texas
$212K +$212K +2,017 New
SW
561
SlateStone Wealth
Florida
$212K +$212K +2,020 New
LOAMS
562
Lombard Odier Asset Management (Switzerland)
Switzerland
$212K +$212K +2,021 New
MFW
563
Meristem Family Wealth
Minnesota
$211K +$211K +2,010 New
WMA
564
Wealth Management Associates
New Jersey
$210K +$210K +2,000 New
SCM
565
Stonebridge Capital Management
California
$210K +$210K +2,000 New
QCM
566
Quantinno Capital Management
New York
$210K +$210K +2,002 New
NL
567
NVWM LLC
Pennsylvania
$206K +$206K +1,959 New
KeyBank National Association
568
KeyBank National Association
Ohio
$203K -$98.4K -937 -33%
BB
569
Bell Bank
North Dakota
$203K +$203K +1,931 New
MFG
570
Magnus Financial Group
New York
$201K +$201K +1,913 New
CAW
571
Cornerstone Advisors (Washington)
Washington
$190K +$8.5K +81 +5%
GWM
572
Geneos Wealth Management
Colorado
$188K
TCOV
573
Trust Company of Vermont
Vermont
$187K +$135K +1,284 +258%
CSS
574
Cubist Systematic Strategies
Connecticut
$181K -$195K -1,856 -52%
BAM
575
Belpointe Asset Management
Nevada
$171K +$37.8K +358 +28%