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Dollar Tree

696 hedge funds and large institutions have $20.3B invested in Dollar Tree in 2018 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 224 increasing their positions, 253 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+21
Holders Change %
+3.11%
% of All Funds
15.53%
Holding in Top 10
28
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+250%
% of All Funds
0.62%
New
121
Increased
224
Reduced
253
Closed
93
Calls
$248M
Puts
$332M
Net Calls
-$84.2M
Net Calls Change
-$8.38M
Name Holding Trade Value Shares
Change
Shares
Change %
FCFS
576
First Command Financial Services
Texas
$57K
GT
577
Glenmede Trust
Pennsylvania
$56.9K -$599 -6,631 -1%
SWM
578
SeaCrest Wealth Management
New York
$56K -$3.42K -38 -6%
PA
579
Parallel Advisors
California
$54K +$9.3K +103 +21%
OHS
580
Odey Holdings (Switzerland)
Switzerland
$51K
AOWM
581
Alpha Omega Wealth Management
Virginia
$50K -$9.09K -100 -15%
Rockefeller Capital Management
582
Rockefeller Capital Management
New York
$48K
PG
583
Patten Group
Tennessee
$47K
VC
584
Vestor Capital
Illinois
$46K
TCOV
585
Trust Company of Vermont
Vermont
$45K -$8.6K -95 -16%
DBT
586
Dubuque Bank & Trust
Iowa
$45K
GAM
587
Gemmer Asset Management
California
$45K
CYG
588
Clean Yield Group
Vermont
$45K +$45K +500 New
CA
589
Crewe Advisors
Utah
$43K
LC
590
Lindbrook Capital
California
$43K +$43K +478 New
EWA
591
Evolution Wealth Advisors
Florida
$43K +$43K +479 New
NFG
592
Next Financial Group
Texas
$41K +$41K +450 New
GRP
593
Global Retirement Partners
California
$38K -$1.87K -21 -5%
VFA
594
Valeo Financial Advisors
Indiana
$38K -$991 -11 -3%
LWA
595
Lenox Wealth Advisors
New York
$37K
NCM
596
Nelson Capital Management
California
$36K
BTNA
597
Bremer Trust National Association
Minnesota
$36K +$36K +403 New
PMFA
598
Plante Moran Financial Advisors
Michigan
$35K +$7.18K +80 +26%
OIA
599
OneDigital Investment Advisors
Kansas
$35K +$16.8K +185 +93%
RCAG
600
Rehmann Capital Advisory Group
Michigan
$34.5K +$19.6K +217 +132%