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Dollar Tree

821 hedge funds and large institutions have $30.7B invested in Dollar Tree in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 264 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
13.25%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
106
Increased
264
Reduced
305
Closed
82
Calls
$545M
Puts
$1.26B
Net Calls
-$711M
Net Calls Change
-$927M
Name Holding Trade Value Shares
Change
Shares
Change %
KFSC
601
Keystone Financial Services (Colorado)
Colorado
$232K -$116K -773 -33%
CCM
602
Chimera Capital Management
New York
$230K +$230K +1,624 New
UCFA
603
United Capital Financial Advisors
Texas
$225K +$225K +1,592 New
MHS
604
M Holdings Securities
Oregon
$225K
AC
605
Annandale Capital
Texas
$225K
Squarepoint
606
Squarepoint
New York
$222K -$14.7M -104,043 -99%
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$222K +$222K +1,569 New
CGL
608
Clarius Group LLC
Washington
$220K +$142 +1 +0.1%
CPA
609
Capital Planning Advisors
California
$218K
BG
610
Bollard Group
Massachusetts
$218K
BWM
611
Baron Wealth Management
Michigan
$217K +$217K +1,536 New
FSA
612
Franklin Street Advisors
North Carolina
$217K -$23.1K -163 -10%
ST
613
Smithfield Trust
Pennsylvania
$215K
P
614
Pitcairn
Pennsylvania
$215K +$215K +1,519 New
BPC
615
Banque Pictet & Cie
Switzerland
$215K -$174K -1,232 -45%
TYCC
616
Texas Yale Capital Corp
Florida
$214K -$49.5K -350 -19%
CI
617
Conning Inc
Connecticut
$213K -$990 -7 -0.5%
WTC
618
WhitTier Trust Company
Nevada
$213K
OPTFSNA
619
Old Point Trust & Financial Services N A
Virginia
$212K
MAS
620
Meeder Advisory Services
Ohio
$212K +$212K +1,498 New
FG
621
Fiduciary Group
Georgia
$210K
XT
622
XTX Topco
Cayman Islands
$210K +$210K +1,483 New
SM
623
STF Management
Texas
$209K +$209K +1,478 New
AAS
624
Avantax Advisory Services
Texas
$208K +$208K +1,470 New
SPP
625
Single Point Partners
Massachusetts
$207K -$39.7K -281 -16%