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Dollar Tree

684 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 225 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+30
Holders Change %
+4.59%
% of All Funds
14.06%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.45%
New
121
Increased
233
Reduced
225
Closed
88
Calls
$184M
Puts
$172M
Net Calls
+$11.6M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
601
Howe & Rusling
New York
$26K +$8.85K +97 +52%
EW
602
Evoke Wealth
California
$21K -$2.28K -25 -10%
PCG
603
Private Capital Group
Connecticut
$20K
WT
604
Whittier Trust
California
$20K
MSFP
605
Mark Sheptoff Financial Planning
Connecticut
$19K -$28.5K -300 -60%
CTB
606
Country Trust Bank
Illinois
$19K
FNBOSM
607
First National Bank of South Miami
Florida
$18K
RWA
608
Ropes Wealth Advisors
Massachusetts
$18K +$18K +190 New
FAM
609
Fred Alger Management
New York
$17K
PA
610
Procyon Advisors
Connecticut
$15K -$1.85K -20 -11%
PWMG
611
Prestige Wealth Management Group
New Jersey
$15K -$932 -10 -6%
EIP
612
Ellis Investment Partners
Pennsylvania
$15K
OSAM
613
O'Shaughnessy Asset Management
Connecticut
$15K +$11.7K +126 +360%
CFN
614
Cordasco Financial Network
Florida
$14K
MCM
615
Manchester Capital Management
Vermont
$14K
BAM
616
Bellevue Asset Management
Washington
$13K -$1.25K -13 -9%
SLF
617
Sun Life Financial
Ontario, Canada
$13K
CI
618
CX Institutional
Indiana
$13K +$7.05K +77 +118%
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$1.45K -15 -11%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$11K -$5.69K -60 -34%
IRC
621
Investors Research Corp
Georgia
$11K
RFA
622
Reilly Financial Advisors
California
$11K
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$11K +$642 +7 +6%
ED
624
Exane Derivatives
France
$10.7K -$107K -1,158 -91%
TFS
625
TrustCore Financial Services
Tennessee
$10K -$8.2K -91 -45%