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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 %
WT
651
Whittier Trust
California
$17K
GWS
652
Glassman Wealth Services
Virginia
$17K +$1.2K +12 +8%
HR
653
Howe & Rusling
New York
$16K -$101 -1 -0.6%
EIP
654
Ellis Investment Partners
Pennsylvania
$16K -$95 -1 -0.6%
CFO
655
CVA Family Office
Colorado
$15K -$4.84K -50 -24%
PWMG
656
Prestige Wealth Management Group
New Jersey
$15K
DAC
657
Dividend Assets Capital
South Carolina
$15K
LC
658
Lindbrook Capital
California
$15K +$608 +6 +4%
CCA
659
Catalyst Capital Advisors
New York
$14K +$486 +5 +4%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$13K -$921 -9 -7%
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
AWA
662
Arkadios Wealth Advisors
Georgia
$13K +$5.83K +61 +81%
WWM
663
Wagner Wealth Management
South Carolina
$12K
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$12K
IRC
665
Investors Research Corp
Georgia
$12K
RA
666
Resolute Advisors
California
$12K
SN
667
Sittner & Nelson
Oregon
$12K
HS
668
Horan Securities
United States
$12K +$12K +124 New
HCP
669
Hexagon Capital Partners
Arkansas
$11K +$11K +108 New
FRA
670
Front Row Advisors
California
$10K
TFO
671
Tarbox Family Office
California
$9K -$194 -2 -2%
TFS
672
TrustCore Financial Services
Tennessee
$9K
RBC
673
Roble Belko & Company
Pennsylvania
$9K
BWL
674
Bogart Wealth LLC
Virginia
$9K
AIG
675
American International Group
New York
$8.49K -$299 -3,008 -3%