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Dollar Tree

723 hedge funds and large institutions have $23.8B invested in Dollar Tree in 2019 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 251 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
+27
Holders Change %
+3.88%
% of All Funds
15.67%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
108
Increased
251
Reduced
259
Closed
73
Calls
$204M
Puts
$285M
Net Calls
-$81.4M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
676
NewSquare Capital
Pennsylvania
$6K
FA
677
Fortis Advisors
Pennsylvania
$6K
APC
678
Aspire Private Capital
North Carolina
$6K
EI
679
Ellevest Inc
New York
$6K +$6K +53 New
PFP
680
Pinnacle Financial Partners
Tennessee
$6K +$6K +60 New
TFO
681
Tarbox Family Office
California
$5K
KPW
682
Kore Private Wealth
New York
$5K
GWS
683
Glassman Wealth Services
Virginia
$5K +$2.6K +25 +109%
LF
684
Lee Financial
Texas
$5K +$5K +45 New
BWL
685
Bogart Wealth LLC
Virginia
$5K +$5K +50 New
SWA
686
Sutton Wealth Advisors
Florida
$4.31K +$735 +7 +21%
M
687
MOTCO
Texas
$4K -$23.9K -245 -86%
THWM
688
Taylor Hoffman Wealth Management
Virginia
$4K -$15.4K -150 -79%
FC
689
Ferris Capital
Massachusetts
$4K -$3.24K -30 -45%
MSA
690
Marino Stram & Associates
Massachusetts
$4K -$588 -5 -13%
WEC
691
Winslow Evans & Crocker
Massachusetts
$4K +$4K +32 New
SL
692
Salomon & Ludwin
Virginia
$4K +$4K +42 New
TAIM
693
TD Ameritrade Investment Management
Nebraska
$3K -$346 -3 -10%
PCG
694
Private Capital Group
Connecticut
$3K -$231 -2 -7%
HI
695
Human Investing
Oregon
$3K
PFSC
696
Peoples Financial Services Corp
Pennsylvania
$3K
TL
697
TrueWealth LLC
Georgia
$3K
EWM
698
Elmwood Wealth Management
California
$3K +$3K +27 New
NIM
699
NuWave Investment Management
New Jersey
$3K +$3K +30 New
PCMK
700
Paragon Capital Management (Kansas)
Kansas
$3K +$3K +33 New