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Dollar Tree

691 hedge funds and large institutions have $19.2B invested in Dollar Tree in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 237 increasing their positions, 276 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-34
Holders Change %
-4.69%
% of All Funds
12.14%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
75
Increased
237
Reduced
276
Closed
100
Calls
$642M
Puts
$445M
Net Calls
+$197M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
651
Bartlett & Co Wealth Management
Ohio
$4.21K
SWA
652
Sutton Wealth Advisors
Florida
$4.12K -$383 -4 -9%
ZB
653
Zions Bancorporation
Utah
$4K -$432 -4 -10%
LWANC
654
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
BC
655
Bartlett & Co
Ohio
$4K
BWA
656
BDO Wealth Advisors
Florida
$4K
GG
657
Gleason Group
Kentucky
$4K
VCM
658
Vigilant Capital Management
Maine
$4K +$1.37K +14 +52%
EBA
659
Eagle Bay Advisors
New York
$4K +$2K +16 +100%
ODG
660
O'Dell Group
Ohio
$4K +$4K +40 New
Koshinski Asset Management
661
Koshinski Asset Management
Illinois
$3.16K +$3.16K +33 New
CI Investments Inc
662
CI Investments Inc
Ontario, Canada
$3K -$5.87M -54,772 -100%
TAIM
663
TD Ameritrade Investment Management
Nebraska
$3K -$72.6K -750 -96%
LFG
664
Larson Financial Group
Missouri
$3K -$2.7K -27 -47%
BWM
665
Baystate Wealth Management
Massachusetts
$3K
EWA
666
Evolution Wealth Advisors
Florida
$3K
NFSG
667
Newbridge Financial Services Group
Florida
$3K +$857 +10 +40%
FMP
668
Financial Management Professionals
Texas
$3K +$1.11K +10 +59%
JWM
669
Janiczek Wealth Management
Colorado
$3K +$2.14K +25 +250%
AF
670
Allworth Financial
California
$3K +$3K +27 New
FPS
671
Fieldpoint Private Securities
Connecticut
$3K +$2.91K +34 +3,400%
KIG
672
Kowal Investment Group
Wisconsin
$3K +$3K +36 New
Walleye Capital
673
Walleye Capital
New York
$2.13K +$2.13K +22,218 New
HFS
674
Hantz Financial Services
Michigan
$2K -$2.42K -29 -55%
NSB
675
Norway Savings Bank
Maine
$2K