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Dollar Tree

761 hedge funds and large institutions have $31.2B invested in Dollar Tree in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 333 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-34
Holders Change %
-4.28%
% of All Funds
12%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
57
Increased
217
Reduced
333
Closed
88
Calls
$909M
Puts
$704M
Net Calls
+$205M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
651
Farther Finance Advisors
California
$32.7K +$17.2K +120 +111%
LC
652
Lindbrook Capital
California
$32.6K -$9.9K -69 -23%
MTIC
653
Missouri Trust & Investment Company
Missouri
$32K
PMFA
654
Plante Moran Financial Advisors
Michigan
$31K
ATC
655
Adirondack Trust Company
New York
$30.9K
LWCFA
656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.9K
HFS
657
Hantz Financial Services
Michigan
$30K
NFSG
658
Newbridge Financial Services Group
Florida
$29.6K
FHA
659
First Horizon Advisors
Tennessee
$29.3K -$15.8K -110 -35%
RFA
660
Register Financial Advisors
Georgia
$28.7K
PCA
661
Providence Capital Advisors
North Carolina
$28.4K
GJIA
662
Glass Jacobson Investment Advisors
Maryland
$28.4K +$28.4K +198 New
FNBOSM
663
First National Bank of South Miami
Florida
$27.3K
IGWM
664
ICA Group Wealth Management
Colorado
$26.5K
SWM
665
Spire Wealth Management
Virginia
$25.3K +$863 +6 +4%
BTI
666
Blue Trust Inc
Georgia
$24K -$18.2K -126 -43%
CT
667
Cambridge Trust
Massachusetts
$23.7K
CA
668
Centerpoint Advisors
Massachusetts
$23K
AWM
669
Abound Wealth Management
Tennessee
$22.5K +$4.02K +28 +22%
DAC
670
Dividend Assets Capital
South Carolina
$22K -$2.64K -18 -11%
CP
671
Castleview Partners
Texas
$21.8K -$1.87K -13 -8%
JWA
672
JFS Wealth Advisors
Pennsylvania
$21.7K -$3.3K -23 -13%
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$21.5K -$431 -3 -2%
LFG
674
Larson Financial Group
Missouri
$18.7K +$14.4K +100 +333%
AA
675
AlphaMark Advisors
Kentucky
$18K