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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 %
VAS
551
Vestmark Advisory Solutions
Massachusetts
$206K -$22.2K -194 -10%
AAP
552
Arax Advisory Partners
Colorado
$205K
GC
553
Grimes & Company
Massachusetts
$205K +$205K +1,797 New
SQA
554
Simon Quick Advisors
New Jersey
$204K +$204K +1,790 New
TCOV
555
Trust Company of Vermont
Vermont
$203K
DADC
556
D.A. Davidson & Co
Montana
$200K -$28K -246 -12%
HAG
557
HighPoint Advisor Group
Illinois
$200K -$14K -127 -7%
BAM
558
Belpointe Asset Management
Nevada
$191K +$17.2K +151 +10%
CA
559
Crewe Advisors
Utah
$187K -$267K -2,347 -59%
JIR
560
James Investment Research
Ohio
$182K
EDRH
561
Edmond de Rothschild Holding
Switzerland
$179K
EW
562
Evoke Wealth
California
$171K +$171K +1,501 New
Rockefeller Capital Management
563
Rockefeller Capital Management
New York
$155K +$105K +922 +212%
BBHC
564
Brown Brothers Harriman & Co
New York
$146K +$129K +1,130 +779%
CAW
565
Cornerstone Advisors (Washington)
Washington
$145K -$65.9K -576 -31%
RA
566
Rational Advisors
New York
$144K -$1.04M -9,072 -88%
VFA
567
Valeo Financial Advisors
Indiana
$143K +$44.5K +390 +45%
FPFS
568
First Personal Financial Services
North Carolina
$140K
WTC
569
WhitTier Trust Company
Nevada
$137K
ASN
570
Advisory Services Network
Georgia
$133K
GRP
571
Global Retirement Partners
California
$133K +$35.2K +308 +36%
CFG
572
Citizens Financial Group
Rhode Island
$131K -$3.07K -27 -2%
GWM
573
Geneos Wealth Management
Colorado
$124K -$44.9K -394 -27%
FPS
574
Fieldpoint Private Securities
Connecticut
$114K -$4.56K -40 -4%
FCFS
575
First Command Financial Services
Texas
$106K