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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 %
MCM
651
Manchester Capital Management
Vermont
$8K
EFSCE
652
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
APC
653
Aspire Private Capital
North Carolina
$7K
AIM
654
Advantage Investment Management
Iowa
$6K -$7.22K -65 -55%
FA
655
Fortis Advisors
Pennsylvania
$6K
GWS
656
Glassman Wealth Services
Virginia
$6K +$436 +4 +8%
CFGS
657
Concourse Financial Group Securities
Alabama
$5K -$32.4K -285 -87%
LF
658
Lee Financial
Texas
$5K
AIC
659
Ameritas Investment Company
Nebraska
$5K +$5K +40 New
SWA
660
Sutton Wealth Advisors
Florida
$4.68K
THWM
661
Taylor Hoffman Wealth Management
Virginia
$4K
LWANC
662
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
EWA
663
Evolution Wealth Advisors
Florida
$4K
BL
664
Balentine LLC
Georgia
$4K +$800 +7 +25%
GWAG
665
Garrett Wealth Advisory Group
Texas
$3.65K +$3.65K +32 New
Lazard Asset Management
666
Lazard Asset Management
New York
$3K -$778 -7 -21%
PCG
667
Private Capital Group
Connecticut
$3K -$231 -2 -7%
SA
668
SRH Advisors
Kansas
$3K
TL
669
TrueWealth LLC
Georgia
$3K
PFSC
670
Peoples Financial Services Corp
Pennsylvania
$3K
HI
671
Human Investing
Oregon
$3K
FGAM
672
Financial Gravity Asset Management
Texas
$3K +$130 +1 +5%
WWM
673
Willingdon Wealth Management
North Carolina
$3K +$3K +23 New
BC
674
Barnett & Company
Tennessee
$3K +$3K +28 New
WPA
675
West Paces Advisors
Georgia
$2.74K