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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 %
DAS
576
Dynamic Advisor Solutions
Arizona
$270K +$270K +1,907 New
ACM
577
Aquatic Capital Management
Illinois
$269K +$269K +1,900 New
BRWA
578
B. Riley Wealth Advisors
Florida
$265K +$265K +1,875 New
F4L
579
Fortune 45 LLC
Louisiana
$264K -$849 -6 -0.3%
CA
580
Crewe Advisors
Utah
$263K -$6.37K -45 -2%
PFGIA
581
Patriot Financial Group Insurance Agency
Massachusetts
$262K +$20.2K +143 +8%
SIA
582
Schechter Investment Advisors
Michigan
$260K +$42.6K +301 +20%
CCA
583
Checchi Capital Advisers
California
$259K -$8.63K -61 -3%
DADC
584
D.A. Davidson & Co
Montana
$257K -$18.4K -130 -7%
FA
585
FDx Advisors
Illinois
$252K -$128K -905 -34%
WGAM
586
Wilkinson Global Asset Management
New York
$251K
SS
587
Simplicity Solutions
Minnesota
$248K +$248K +1,751 New
AWS
588
Atria Wealth Solutions
New York
$248K -$309K -2,183 -56%
GCP
589
GSA Capital Partners
United Kingdom
$247K +$247K +1,749 New
LA
590
LexAurum Advisors
Kansas
$247K
EWM
591
Evermay Wealth Management
Virginia
$246K
TFA
592
Transamerica Financial Advisors
Florida
$242K +$19.4K +137 +9%
GEA
593
Glen Eagle Advisors
New Jersey
$242K +$13K +92 +6%
SGI
594
Summit Global Investments
Utah
$239K +$6.36K +45 +3%
FIM
595
Freedom Investment Management
Connecticut
$239K -$1.41K -10 -0.6%
VAS
596
Vestmark Advisory Solutions
Massachusetts
$239K +$4.67K +33 +2%
LT
597
Legacy Trust
Michigan
$238K +$238K +1,682 New
HSA
598
HBK Sorce Advisory
Pennsylvania
$237K +$237K +2,474 New
S
599
SignatureFD
Georgia
$235K +$1.56K +11 +0.7%
SQA
600
Simon Quick Advisors
New Jersey
$233K +$10K +71 +5%