DLTR icon

Dollar Tree

684 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 225 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+30
Holders Change %
+4.59%
% of All Funds
14.06%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.45%
New
121
Increased
233
Reduced
225
Closed
88
Calls
$184M
Puts
$172M
Net Calls
+$11.6M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAW
551
Cornerstone Advisors (Washington)
Washington
$112K +$6.32K +68 +6%
SI
552
Stephens Inc
Arkansas
$112K +$22.6K +243 +25%
WTC
553
WhitTier Trust Company
Nevada
$111K
Cohen & Steers
554
Cohen & Steers
New York
$107K
FCB
555
First Command Bank
Texas
$101K +$17.8K +193 +21%
FCFS
556
First Command Financial Services
Texas
$101K +$17.8K +193 +21%
FANJ
557
Financial Architects (New Jersey)
New Jersey
$99K -$35.2K -380 -26%
GWM
558
Geneos Wealth Management
Colorado
$95K -$9.22K -100 -9%
S
559
SignatureFD
Georgia
$94K +$1.11K +12 +1%
PA
560
Parallel Advisors
California
$83K -$78.5K -854 -49%
First Manhattan
561
First Manhattan
New York
$80K
CA
562
Clearstead Advisors
Ohio
$78K -$174K -1,891 -69%
MIFH
563
Migdal Insurance & Financial Holdings
Israel
$75K +$75K +812 New
APA
564
American Portfolios Advisors
New York
$72.2K +$38.9K +420 +117%
IAIM
565
International Assets Investment Management
Florida
$71K -$659 -264 -0.9%
FA
566
Fortis Advisors
Pennsylvania
$70K +$70K +750 New
MMG
567
Monetary Management Group
Missouri
$70K +$70K +750 New
MHR
568
Matthew Hamilton Rosenberg
$69K +$18.3K +198 +36%
GRP
569
Global Retirement Partners
California
$68K -$835 -9 -1%
EDRH
570
Edmond de Rothschild Holding
Switzerland
$67K
NSIM
571
North Star Investment Management
Illinois
$66K
TCOV
572
Trust Company of Vermont
Vermont
$66K
CWP
573
CFM Wealth Partners
Texas
$65K
Bessemer Group
574
Bessemer Group
New Jersey
$64K +$29.8K +319 +87%
OIA
575
Optimum Investment Advisors
Illinois
$58K -$28K -300 -33%