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Dollar Tree

725 hedge funds and large institutions have $20.5B invested in Dollar Tree in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-24
Holders Change %
-3.2%
% of All Funds
12.66%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
85
Increased
261
Reduced
271
Closed
101
Calls
$365M
Puts
$321M
Net Calls
+$43.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
551
KeyBank National Association
Ohio
$240K +$30.5K +307 +15%
FSA
552
Franklin Street Advisors
North Carolina
$237K
SIM
553
Sentry Investment Management
Wisconsin
$234K +$4.87K +49 +2%
AIM
554
Anchor Investment Management
South Carolina
$233K
Bank Julius Baer & Co
555
Bank Julius Baer & Co
Switzerland
$233K -$133K -1,337 -36%
SPIA
556
Steward Partners Investment Advisory
New York
$232K -$9.63K -97 -4%
SW
557
SVB Wealth
Massachusetts
$232K +$3.77K +38 +2%
ESCM
558
Echo Street Capital Management
New York
$226K -$24.5K -247 -10%
VWM
559
Valley Wealth Managers
New Jersey
$226K +$226K +2,269 New
AOWM
560
Alpha Omega Wealth Management
Virginia
$221K
GG
561
Golden Green
South Carolina
$221K +$1.89K +19 +0.9%
WW
562
Westshore Wealth
California
$220K +$1.7K +17 +0.8%
IC
563
Intersect Capital
California
$219K -$8.16K -82 -4%
Acadian Asset Management
564
Acadian Asset Management
Massachusetts
$217K -$1.88M -18,949 -90%
CPA
565
Capital Planning Advisors
California
$217K +$217K +2,179 New
GLLW
566
Graves Light Lenhart Wealth
Virginia
$216K -$59.8K -601 -22%
RG
567
Renaissance Group
Kentucky
$215K -$85.1K -853 -28%
HI
568
Harbour Investments
Wisconsin
$213K +$9.45K +95 +5%
TAM
569
Trust Asset Management
Texas
$212K +$23.2K +233 +12%
EI
570
Ethic Inc
New York
$209K -$20.5K -206 -9%
EP
571
Edgestream Partners
New Jersey
$208K -$3.43M -34,433 -94%
HIC
572
Holderness Investments Company
North Carolina
$207K +$9.95K +100 +5%
IFWM
573
Institute for Wealth Management
Colorado
$205K
FIM
574
Freedom Investment Management
Connecticut
$204K +$896 +9 +0.4%
WA
575
WestEnd Advisors
North Carolina
$199K