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Dollar Tree

761 hedge funds and large institutions have $31.2B invested in Dollar Tree in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 333 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-34
Holders Change %
-4.28%
% of All Funds
12%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
57
Increased
217
Reduced
333
Closed
88
Calls
$909M
Puts
$704M
Net Calls
+$205M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
SM
576
STF Management
Texas
$205K -$165K -1,150 -45%
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$205K -$10.6K -74 -5%
WANY
578
Wealthspire Advisors (New York)
New York
$203K -$1.58K -11 -0.8%
CIC
579
Cornercap Investment Counsel
Georgia
$203K -$7.46K -52 -4%
PL
580
Perpetual Ltd
Australia
$201K -$1.43M -9,936 -88%
DWA
581
Douglass Winthrop Advisors
New York
$201K
GFWA
582
Grey Fox Wealth Advisors
Delaware
$201K -$74K -516 -27%
PA
583
Parallel Advisors
California
$200K +$9.47K +66 +5%
JFGIW
584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$198K -$2.58K -18 -1%
Capstone Investment Advisors
585
Capstone Investment Advisors
New York
$193K +$17.8K +124 +10%
PCM
586
Penserra Capital Management
California
$192K +$190K +1,337 +11,142%
ZB
587
Zions Bancorporation
Utah
$178K -$89.5K -624 -34%
ST
588
Smithfield Trust
Pennsylvania
$177K
PTC
589
Private Trust Company
Ohio
$176K -$287 -2 -0.2%
PAG
590
Paladin Advisory Group
Iowa
$173K
SOW
591
State of Wyoming
Wyoming
$171K +$171K +1,192 New
KFP
592
KB Financial Partners
New Jersey
$169K -$16.2K -113 -9%
TFA
593
Transamerica Financial Advisors
Florida
$157K +$431 +3 +0.3%
HFM
594
Harvest Fund Management
China
$155K +$72.1K +504 +87%
PK
595
Pflug Koory
Nebraska
$150K -$2.15K -15 -1%
IAIM
596
International Assets Investment Management
Florida
$148K -$513 -76 -0.3%
DMBA
597
Deseret Mutual Benefit Administrators
Utah
$142K -$6.03K -42 -4%
KFI
598
Key Financial Inc
Pennsylvania
$141K +$9.47K +66 +7%
BAM
599
Byrne Asset Management
New Jersey
$126K -$18.6K -130 -13%
TWM
600
Tradition Wealth Management
Minnesota
$124K