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Dollar Tree

811 hedge funds and large institutions have $29.9B invested in Dollar Tree in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
-20
Holders Change %
-2.41%
% of All Funds
14.02%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.4%
New
80
Increased
243
Reduced
351
Closed
90
Calls
$833M
Puts
$616M
Net Calls
+$216M
Net Calls Change
+$322M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
601
Bessemer Group
New Jersey
$237K -$23.7K -175 -9%
EWM
602
Evermay Wealth Management
Virginia
$237K -$1.36K -10 -0.6%
LA
603
LexAurum Advisors
Kansas
$237K +$4.49K +33 +2%
CG
604
Caprock Group
Idaho
$235K -$36.8K -270 -14%
KFP
605
KB Financial Partners
New Jersey
$234K -$1.23K -9 -0.5%
PFGIA
606
Patriot Financial Group Insurance Agency
Massachusetts
$233K +$15.4K +113 +7%
FIM
607
Freedom Investment Management
Connecticut
$231K +$3.4K +25 +1%
FSA
608
Franklin Street Advisors
North Carolina
$231K
SFA
609
Sequoia Financial Advisors
Ohio
$229K -$122K -896 -35%
S
610
SignatureFD
Georgia
$225K -$102K -746 -31%
VAS
611
Vestmark Advisory Solutions
Massachusetts
$225K -$32.5K -239 -13%
MWM
612
Meridian Wealth Management
Kentucky
$225K -$20.4K -150 -8%
WANY
613
Wealthspire Advisors (New York)
New York
$225K -$409 -3 -0.2%
PCM
614
Pointe Capital Management
Michigan
$224K -$80.1K -590 -26%
SGI
615
Summit Global Investments
Utah
$224K -$27.8K -204 -11%
NW
616
NewEdge Wealth
Pennsylvania
$223K -$563K -4,127 -72%
ZCA
617
Zeke Capital Advisors
Pennsylvania
$223K -$57.8K -425 -21%
GEA
618
Glen Eagle Advisors
New Jersey
$220K +$12.2K +90 +6%
AC
619
Annandale Capital
Texas
$217K -$7.91K -58 -4%
WFA
620
Wipfli Financial Advisors
Wisconsin
$217K +$217K +1,595 New
MAM
621
Meeder Asset Management
Ohio
$216K -$30.7K -225 -12%
MHS
622
M Holdings Securities
Oregon
$216K
SQA
623
Simon Quick Advisors
New Jersey
$215K +$215K +1,577 New
TFA
624
Transamerica Financial Advisors
Florida
$214K -$27.8K -204 -12%
BAM
625
Byrne Asset Management
New Jersey
$214K -$17K -125 -7%