DLTR icon

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 %
FHA
601
Flagship Harbor Advisors
Massachusetts
$34K -$31K -345 -48%
CBOA
602
Commonwealth Bank of Australia
Australia
$34K +$1.67K +20 +5%
CFGS
603
Concourse Financial Group Securities
Alabama
$34K +$31.8K +358 +1,432%
RTC
604
Riverview Trust Company
Washington
$32K +$32K +356 New
WCM
605
Whitener Capital Management
North Carolina
$31K
CIAS
606
Capital Investment Advisory Services
North Carolina
$31K +$31K +346 New
CAM
607
Cresset Asset Management
Illinois
$30K +$30K +328 New
PFO
608
Pathstone Family Office
New Jersey
$29K
Bessemer Group
609
Bessemer Group
New Jersey
$29K +$5.91K +65 +26%
TWA
610
TCI Wealth Advisors
Arizona
$27K +$179 +2 +0.7%
M
611
MOTCO
Texas
$26K
EWM
612
Executive Wealth Management
Michigan
$26K +$26K +291 New
IDBONY
613
Israel Discount Bank of New York
New York
$23K
JA
614
JOYN Advisors
Georgia
$22K +$8.4K +92 +62%
LFA
615
Legacy Financial Advisors
Kentucky
$22K +$18.7K +204 +567%
MWA
616
Meridian Wealth Advisors
Texas
$22K +$22K +246 New
AIM
617
Advantage Investment Management
Iowa
$20K -$2.95K -32 -13%
LJHT
618
Laurie J. Hall Trustee
$20K
BBHC
619
Brown Brothers Harriman & Co
New York
$20K +$7.42K +82 +59%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$19K +$9.64K +104 +103%
FNBOSM
621
First National Bank of South Miami
Florida
$18K +$18K +190 New
THWM
622
Taylor Hoffman Wealth Management
Virginia
$17K -$54K -600 -76%
MNBTD
623
Moody National Bank Trust Division
Texas
$17K +$17K +192 New
BCA
624
Berman Capital Advisors
Georgia
$17K +$17K +200 New
NSIM
625
North Star Investment Management
Illinois
$16K