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Dollar Tree

720 hedge funds and large institutions have $24.1B invested in Dollar Tree in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 242 increasing their positions, 273 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
15.66%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.44%
New
86
Increased
242
Reduced
273
Closed
80
Calls
$374M
Puts
$352M
Net Calls
+$21.7M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
676
San Francisco Sentry Investment Group
California
$8K
CCM
677
Cribstone Capital Management
Maine
$8K
EIP
678
Ellis Investment Partners
Pennsylvania
$8K +$8K +75 New
MCM
679
Manchester Capital Management
Vermont
$7K
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
NC
681
NewSquare Capital
Pennsylvania
$6K
FA
682
Fortis Advisors
Pennsylvania
$6K
APC
683
Aspire Private Capital
North Carolina
$6K
LF
684
Lee Financial
Texas
$5K
GWS
685
Glassman Wealth Services
Virginia
$5K +$294 +3 +6%
SWA
686
Sutton Wealth Advisors
Florida
$4.4K
THWM
687
Taylor Hoffman Wealth Management
Virginia
$4K
EWA
688
Evolution Wealth Advisors
Florida
$4K +$4K +35 New
LWANC
689
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +37 New
Lazard Asset Management
690
Lazard Asset Management
New York
$3K -$71.6M -811,003 -100%
OIA
691
OneDigital Investment Advisors
Kansas
$3K -$14.8K -148 -83%
HI
692
Human Investing
Oregon
$3K
PFSC
693
Peoples Financial Services Corp
Pennsylvania
$3K
TAIM
694
TD Ameritrade Investment Management
Nebraska
$3K
TL
695
TrueWealth LLC
Georgia
$3K
JFA
696
JNBA Financial Advisors
Minnesota
$3K +$3K +24 New
LGWM
697
Litman Gregory Wealth Management
California
$3K +$3K +26 New
BL
698
Balentine LLC
Georgia
$3K +$3K +28 New
WPA
699
West Paces Advisors
Georgia
$2.58K
BCWM
700
Bartlett & Co Wealth Management
Ohio
$2.15K +$1.5K +14 +233%