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Dollar Tree

723 hedge funds and large institutions have $23.8B invested in Dollar Tree in 2019 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 251 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
+27
Holders Change %
+3.88%
% of All Funds
15.67%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
108
Increased
251
Reduced
259
Closed
73
Calls
$204M
Puts
$285M
Net Calls
-$81.4M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
626
Concourse Financial Group Securities
Alabama
$35K -$5.14K -49 -13%
PMFA
627
Plante Moran Financial Advisors
Michigan
$33K -$8.52K -80 -21%
GAM
628
Gemmer Asset Management
California
$32K -$20.2K -194 -39%
TWA
629
TCI Wealth Advisors
Arizona
$32K
PFBT
630
Parkside Financial Bank & Trust
Missouri
$32K +$10.3K +97 +47%
BCA
631
Berman Capital Advisors
Georgia
$32K +$11K +105 +53%
CIAS
632
Capital Investment Advisory Services
North Carolina
$31K -$4.99K -48 -14%
LFA
633
Legacy Financial Advisors
Kentucky
$29K +$3.69K +35 +15%
EWM
634
Executive Wealth Management
Michigan
$28K -$2.18K -21 -7%
FHA
635
Flagship Harbor Advisors
Massachusetts
$26K -$13.5K -129 -34%
IDBONY
636
Israel Discount Bank of New York
New York
$26K
SCM
637
Shelton Capital Management
Colorado
$22.5K -$195K -20,463 -90%
TFS
638
TrustCore Financial Services
Tennessee
$22K +$22K +213 New
FNBOSM
639
First National Bank of South Miami
Florida
$20K
MNBTD
640
Moody National Bank Trust Division
Texas
$20K
OIA
641
OneDigital Investment Advisors
Kansas
$19K -$22.1K -207 -54%
PCP
642
Proficio Capital Partners
Massachusetts
$19K +$2.47K +23 +15%
NSIM
643
North Star Investment Management
Illinois
$18K
WT
644
Whittier Trust
California
$18K
AA
645
Advisory Alpha
Michigan
$17.3K +$17.3K +164 New
APA
646
American Portfolios Advisors
New York
$17K
HGWM
647
Harvest Group Wealth Management
Massachusetts
$17K +$17K +162 New
AIA
648
Alera Investment Advisors
Illinois
$16K +$3.01K +28 +23%
PGA
649
Premia Global Advisors
Florida
$16K +$16K +159 New
HWA
650
Heritage Wealth Advisors
Virginia
$15.8K