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Dollar Tree

725 hedge funds and large institutions have $20.5B invested in Dollar Tree in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-24
Holders Change %
-3.2%
% of All Funds
12.66%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
85
Increased
261
Reduced
271
Closed
101
Calls
$365M
Puts
$321M
Net Calls
+$43.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
626
Riverview Trust Company
Washington
$35K
BAM
627
Baldrige Asset Management
Pennsylvania
$35K +$35K +356 New
BBL
628
Beck Bode LLC
Massachusetts
$34K +$34K +342 New
DTIM
629
Danda Trouve Investment Management
Kansas
$33K +$33K +328 New
LWCFA
630
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K +$33K +332 New
GRP
631
Global Retirement Partners
California
$32K +$303 +3 +1%
LCM
632
Logan Capital Management
Pennsylvania
$31K
PMFA
633
Plante Moran Financial Advisors
Michigan
$31K
FFA
634
Freedman Financial Associates
Massachusetts
$31K
GAM
635
Gemmer Asset Management
California
$30K
SSB
636
Sandy Spring Bank
Maryland
$26K +$24.8K +245 +2,042%
EDRH
637
Edmond de Rothschild Holding
Switzerland
$25K
CWC
638
Carolinas Wealth Consulting
North Carolina
$25K
PCG
639
Private Capital Group
Connecticut
$24K +$7.67K +78 +47%
HWA
640
Heritage Wealth Advisors
Virginia
$23.3K
TFGT
641
TS Financial Group (TSFG)
Illinois
$22K
EWM
642
Elmwood Wealth Management
California
$21K +$21K +214 New
ATC
643
Adirondack Trust Company
New York
$20K
MSFP
644
Mark Sheptoff Financial Planning
Connecticut
$20K
CTB
645
Country Trust Bank
Illinois
$20K
FNBOSM
646
First National Bank of South Miami
Florida
$19K
BMD
647
Better Money Decisions
New Mexico
$19K
FBT
648
First Bank & Trust
South Dakota
$18K -$57.7K -580 -76%
CFD
649
Creative Financial Designs
Indiana
$18K
KFS
650
Kelly Financial Services
Massachusetts
$18K +$17.8K +1,773 +9,850%