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Dollar Tree

811 hedge funds and large institutions have $29.9B invested in Dollar Tree in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
-20
Holders Change %
-2.41%
% of All Funds
14.02%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.4%
New
80
Increased
243
Reduced
351
Closed
90
Calls
$833M
Puts
$616M
Net Calls
+$216M
Net Calls Change
+$322M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
676
McIlrath & Eck
Washington
$58K
HI
677
Harbour Investments
Wisconsin
$55K
CYG
678
Clean Yield Group
Vermont
$54K
CFD
679
Creative Financial Designs
Indiana
$54K
UB
680
UMB Bank
Missouri
$53K -$5.71K -42 -10%
SIC
681
Salem Investment Counselors
North Carolina
$51K
TC
682
Tacita Capital
Ontario, Canada
$49K
EI
683
Ellevest Inc
New York
$48K +$21.2K +157 +79%
WT
684
Washington Trust
Rhode Island
$47K +$1.78K +13 +4%
LCM
685
Logan Capital Management
Pennsylvania
$43K
LS
686
Livforsakringsbolaget Skandia
Sweden
$42K -$148K -1,100 -78%
PMFA
687
Plante Moran Financial Advisors
Michigan
$42K -$5.96K -44 -12%
SC
688
Stephens Consulting
Michigan
$40.8K
GWM
689
Geneos Wealth Management
Colorado
$40K -$64.3K -482 -62%
GWS
690
Glassman Wealth Services
Virginia
$39K +$961 +7 +3%
CI Investments Inc
691
CI Investments Inc
Ontario, Canada
$38K +$34.3K +252 +933%
FAM
692
Fred Alger Management
New York
$37K +$37K +269 New
BAM
693
Baldrige Asset Management
Pennsylvania
$35K
TCOV
694
Trust Company of Vermont
Vermont
$35K
LC
695
Lindbrook Capital
California
$35K +$4.07K +30 +13%
APP
696
Alpha Paradigm Partners
Illinois
$35K +$35K +254 New
CFO
697
CVA Family Office
Colorado
$33K -$5.39K -40 -14%
WT
698
Whittier Trust
California
$33K -$3.4K -25 -9%
AF
699
Allworth Financial
California
$32K -$2.61K -19 -8%
TWA
700
TCI Wealth Advisors
Arizona
$32K +$410 +3 +1%