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Dollar Tree

696 hedge funds and large institutions have $20.3B invested in Dollar Tree in 2018 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 224 increasing their positions, 253 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+21
Holders Change %
+3.11%
% of All Funds
15.53%
Holding in Top 10
28
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+250%
% of All Funds
0.62%
New
121
Increased
224
Reduced
253
Closed
93
Calls
$248M
Puts
$332M
Net Calls
-$84.2M
Net Calls Change
-$8.38M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
651
Farmers & Merchants Investments Inc
Nebraska
$8K
SMFS
652
Squar Milner Financial Services
California
$8K
CFA
653
Clarfeld Financial Advisors
New York
$8K +$8K +86 New
GI
654
Gradient Investments
Minnesota
$8K +$8K +94 New
CCM
655
Cribstone Capital Management
Maine
$7K
SFSIG
656
San Francisco Sentry Investment Group
California
$7K +$1.63K +17 +30%
FTI
657
Fiduciary Trust International
Massachusetts
$7K +$7K +73 New
FC
658
Ferris Capital
Massachusetts
$6K -$6.9K -77 -53%
EFSCE
659
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
MCM
660
Manchester Capital Management
Vermont
$6K
FCA
661
FinTrust Capital Advisors
South Carolina
$6K +$6K +66 New
CAC
662
Certified Advisory Corp
Florida
$5K
FA
663
Fortis Advisors
Pennsylvania
$5K
NC
664
NewSquare Capital
Pennsylvania
$5K
TFO
665
Tarbox Family Office
California
$5K
APC
666
Aspire Private Capital
North Carolina
$5K +$5K +59 New
WIM
667
Westside Investment Management
California
$4.52K +$4.52K +50 New
MSA
668
Marino Stram & Associates
Massachusetts
$4K +$3.28K +32 +457%
FGC
669
Financial Gravity Companies
Texas
$4K +$4K +44 New
KPW
670
Kore Private Wealth
New York
$4K +$4K +45 New
SWA
671
Sutton Wealth Advisors
Florida
$3.07K
TL
672
TrueWealth LLC
Georgia
$3K -$11.4K -114 -79%
PFSC
673
Peoples Financial Services Corp
Pennsylvania
$3K
BFEC
674
Benjamin F. Edwards & Company
Missouri
$3K
PCG
675
Private Capital Group
Connecticut
$3K