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Dollar Tree

691 hedge funds and large institutions have $25.5B invested in Dollar Tree in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 225 increasing their positions, 268 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-29
Holders Change %
-4.03%
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.51%
New
64
Increased
225
Reduced
268
Closed
89
Calls
$237M
Puts
$296M
Net Calls
-$59.3M
Net Calls Change
-$81M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
601
Pathstone Family Office
New Jersey
$46K -$629K -5,400 -93%
NCM
602
Nelson Capital Management
California
$46K -$55.4K -482 -55%
CIA
603
CSat Investment Advisory
Michigan
$45K +$2.45K +21 +6%
RTC
604
Riverview Trust Company
Washington
$41K
NIM
605
NuWave Investment Management
New Jersey
$40K -$847K -7,350 -95%
WCM
606
Whitener Capital Management
North Carolina
$39K
RIA
607
Realta Investment Advisors
Delaware
$38K +$918 +8 +2%
BCA
608
Berman Capital Advisors
Georgia
$37K -$17K -149 -31%
TWA
609
TCI Wealth Advisors
Arizona
$36K +$1.27K +11 +4%
APA
610
American Portfolios Advisors
New York
$35.7K +$13.8K +121 +63%
GAM
611
Gemmer Asset Management
California
$35K
CG
612
Cutler Group
California
$35K +$35K +312 New
CIAS
613
Capital Investment Advisory Services
North Carolina
$34K
PFGIA
614
Patriot Financial Group Insurance Agency
Massachusetts
$31K
FHA
615
Flagship Harbor Advisors
Massachusetts
$28K
AA
616
Advisory Alpha
Michigan
$25.4K +$25.4K +225 New
TFS
617
TrustCore Financial Services
Tennessee
$24K
SLF
618
Sun Life Financial
Ontario, Canada
$22K +$226 +2 +1%
MAM
619
Meeder Asset Management
Ohio
$20K -$5.93K -51 -23%
NSIM
620
North Star Investment Management
Illinois
$20K +$20K +175 New
FNBOSM
621
First National Bank of South Miami
Florida
$19K
WT
622
Whittier Trust
California
$19K
HR
623
Howe & Rusling
New York
$19K +$4.52K +39 +31%
CFN
624
Cordasco Financial Network
Florida
$17K
HWA
625
Heritage Wealth Advisors
Virginia
$17K