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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 %
PA
626
Parallel Advisors
California
$212K +$2.32K +17 +1%
CGL
627
Clarius Group LLC
Washington
$211K +$35.9K +264 +20%
SIA
628
Schechter Investment Advisors
Michigan
$210K -$154K -1,131 -42%
CPA
629
Capital Planning Advisors
California
$210K +$272 +2 +0.1%
BG
630
Bollard Group
Massachusetts
$209K
SIM
631
Sentry Investment Management
Wisconsin
$209K
ST
632
Smithfield Trust
Pennsylvania
$208K
CI
633
Conning Inc
Connecticut
$206K -$34.7K -255 -14%
WTC
634
WhitTier Trust Company
Nevada
$205K -$69.9K -513 -25%
OPTFSNA
635
Old Point Trust & Financial Services N A
Virginia
$204K +$204K +1,500 New
WTA
636
Washington Trust Advisors
Massachusetts
$203K -$15.4K -113 -7%
ECM
637
Evergreen Capital Management
Washington
$202K -$5.04K -37 -2%
PTC
638
Private Trust Company
Ohio
$202K -$1.91K -14 -0.9%
BP
639
Ballentine Partners
Massachusetts
$202K +$11.3K +83 +6%
AAM
640
Advisors Asset Management
Colorado
$195K +$123K +906 +171%
PK
641
Pflug Koory
Nebraska
$157K
CF
642
Centaurus Financial
California
$154K +$42.8K +314 +38%
EIM
643
Essex Investment Management
Massachusetts
$140K
BAM
644
Belpointe Asset Management
Nevada
$136K +$19.3K +142 +16%
NIM
645
NuWave Investment Management
New Jersey
$127K +$10.8K +79 +9%
KFI
646
Key Financial Inc
Pennsylvania
$125K
TWM
647
Tradition Wealth Management
Minnesota
$118K +$118K +865 New
IPAM
648
ICICI Prudential Asset Management
India
$112K +$20.8K +153 +23%
CWC
649
Carolinas Wealth Consulting
North Carolina
$111K +$11.4K +84 +11%
MHR
650
Matthew Hamilton Rosenberg
$110K +$6.65K +49 +6%