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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 %
SWP
626
Strategic Wealth Partners
Ohio
$16.6K
BCI
627
Brinker Capital Investments
Pennsylvania
$16K
WAP
628
Wealthcare Advisory Partners
Pennsylvania
$15K
C
629
Cerebellum
California
$14K -$102K -909 -88%
IRC
630
Investors Research Corp
Georgia
$14K +$14K +124 New
NSB
631
Norway Savings Bank
Maine
$14K +$14K +125 New
CAC
632
Certified Advisory Corp
Florida
$13K
FMII
633
Farmers & Merchants Investments Inc
Nebraska
$13K
CCM
634
Covington Capital Management
California
$13K
EARNEST Partners
635
EARNEST Partners
Georgia
$12K
MUS
636
Mitsubishi UFJ Securities
Japan
$11K
KTC
637
Kistler-Tiffany Companies
Pennsylvania
$11K
HGWM
638
Harvest Group Wealth Management
Massachusetts
$11K
RBC
639
Roble Belko & Company
Pennsylvania
$11K
FRA
640
Front Row Advisors
California
$11K
BWL
641
Bogart Wealth LLC
Virginia
$11K +$11K +93 New
LWCFA
642
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
SSB
643
Sandy Spring Bank
Maryland
$10K +$10K +86 New
ONST
644
Old North State Trust
North Carolina
$10K +$10K +89 New
TFO
645
Tarbox Family Office
California
$9K
BWM
646
Baystate Wealth Management
Massachusetts
$9K +$9K +75 New
CI
647
CX Institutional
Indiana
$8K -$2.97K -26 -27%
EIP
648
Ellis Investment Partners
Pennsylvania
$8K
MCM
649
Manchester Capital Management
Vermont
$8K
SFSIG
650
San Francisco Sentry Investment Group
California
$8K