DLTR icon

Dollar Tree

821 hedge funds and large institutions have $30.7B invested in Dollar Tree in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 264 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
13.25%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
106
Increased
264
Reduced
305
Closed
82
Calls
$545M
Puts
$1.26B
Net Calls
-$711M
Net Calls Change
-$927M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
551
Private Advisor Group
New Jersey
$303K +$48.4K +1,390 +19%
KPWS
552
Kestra Private Wealth Services
Texas
$300K -$43K -304 -13%
KP
553
Keel Point
Alabama
$299K +$17.4K +123 +6%
SCM
554
Stonebridge Capital Management
California
$297K
EIP
555
Epoch Investment Partners
New York
$294K -$49.9K -353 -15%
MWM
556
Modera Wealth Management
New Jersey
$292K -$175K -1,238 -37%
AOWM
557
Alpha Omega Wealth Management
Virginia
$292K
WANY
558
Wealthspire Advisors (New York)
New York
$290K +$57K +403 +24%
CCM
559
Coldstream Capital Management
Washington
$289K +$289K +2,043 New
EWM
560
Empirical Wealth Management
Washington
$288K -$32.8K -232 -10%
KTA
561
Keeley-Teton Advisors
Illinois
$288K
IFWM
562
Institute for Wealth Management
Colorado
$287K -$4.67K -33 -2%
1W
563
1776 Wealth
Georgia
$286K
BFA
564
Bragg Financial Advisors
North Carolina
$286K
WMA
565
Wealth Management Associates
New Jersey
$283K
ZCA
566
Zeke Capital Advisors
Pennsylvania
$282K +$50.6K +358 +22%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$281K -$9.2K -65 -3%
GT
568
Greenleaf Trust
Michigan
$279K +$24.7K +175 +10%
LWM
569
Laidlaw Wealth Management
New York
$279K -$1.41K -10 -0.5%
EI
570
Ethic Inc
New York
$278K -$521K -3,682 -65%
CW
571
CIC Wealth
Maryland
$277K +$277K +1,960 New
HIA
572
Harbor Investment Advisory
Maryland
$274K +$1.41K +10 +0.5%
CIC
573
Cornercap Investment Counsel
Georgia
$274K -$8.2K -58 -3%
CFGS
574
Concourse Financial Group Securities
Alabama
$273K +$4.1K +29 +2%
GFWA
575
Grey Fox Wealth Advisors
Delaware
$271K +$271K +1,915 New