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Dollar Tree

811 hedge funds and large institutions have $29.9B invested in Dollar Tree in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
-20
Holders Change %
-2.41%
% of All Funds
14.02%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.4%
New
80
Increased
243
Reduced
351
Closed
90
Calls
$833M
Puts
$616M
Net Calls
+$216M
Net Calls Change
+$322M
Name Holding Trade Value Shares
Change
Shares
Change %
1W
576
1776 Wealth
Georgia
$276K
BFA
577
Bragg Financial Advisors
North Carolina
$275K
MFS
578
Mirabella Financial Services
United Kingdom
$274K +$11.5K +84 +4%
WMA
579
Wealth Management Associates
New Jersey
$272K
CIC
580
Cornercap Investment Counsel
Georgia
$272K -$11.5K -84 -4%
KP
581
Keel Point
Alabama
$271K +$26.4K +194 +11%
LWM
582
Laidlaw Wealth Management
New York
$270K +$52.3K +384 +24%
DADC
583
D.A. Davidson & Co
Montana
$265K -$57.5K -422 -18%
KPW
584
Kore Private Wealth
New York
$265K +$265K +1,946 New
HIA
585
Harbor Investment Advisory
Maryland
$263K -$2.45K -18 -0.9%
WFA
586
WMG Financial Advisors
Tennessee
$262K +$262K +1,925 New
DMBA
587
Deseret Mutual Benefit Administrators
Utah
$259K -$69.5K -511 -21%
CFGS
588
Concourse Financial Group Securities
Alabama
$259K -$7.09K -52 -3%
CA
589
Crewe Advisors
Utah
$259K +$2.04K +15 +0.8%
FHB
590
First Hawaiian Bank
Hawaii
$258K -$20.7K -152 -7%
CCA
591
Checchi Capital Advisers
California
$258K +$4.22K +31 +2%
TYCC
592
Texas Yale Capital Corp
Florida
$254K
FWM
593
Fairhaven Wealth Management
Illinois
$254K +$21.5K +158 +9%
F4L
594
Fortune 45 LLC
Louisiana
$254K +$254K +1,870 New
RWM
595
Ritholtz Wealth Management
New York
$251K +$251K +1,841 New
MM
596
MQS Management
New York
$246K +$58.2K +427 +31%
GT
597
Greenleaf Trust
Michigan
$245K -$103K -755 -30%
FG
598
Fiduciary Group
Georgia
$242K
WGAM
599
Wilkinson Global Asset Management
New York
$241K +$36.8K +271 +18%
SPP
600
Single Point Partners
Massachusetts
$238K -$24.1K -177 -9%