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Dollar Tree

821 hedge funds and large institutions have $30.7B invested in Dollar Tree in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 264 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
13.25%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
106
Increased
264
Reduced
305
Closed
82
Calls
$545M
Puts
$1.26B
Net Calls
-$711M
Net Calls Change
-$927M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
676
Versant Capital Management
Arizona
$65.5K
JWA
677
JFS Wealth Advisors
Pennsylvania
$63.2K -$7.07K -50 -10%
HWA
678
Heritage Wealth Advisors
Virginia
$61.4K
ME
679
McIlrath & Eck
Washington
$60.3K
WTA
680
Washington Trust Advisors
Massachusetts
$60K -$151K -1,070 -72%
VC
681
Vestor Capital
Illinois
$57K +$57K +406 New
CFD
682
Creative Financial Designs
Indiana
$56.6K
CYG
683
Clean Yield Group
Vermont
$56.6K
UB
684
UMB Bank
Missouri
$56K +$848 +6 +2%
AF
685
Allworth Financial
California
$53K +$20.1K +142 +61%
SIC
686
Salem Investment Counselors
North Carolina
$52.9K
TC
687
Tacita Capital
Ontario, Canada
$51K
WT
688
Washington Trust
Rhode Island
$48.2K -$283 -2 -0.6%
LCM
689
Logan Capital Management
Pennsylvania
$44.6K
LS
690
Livforsakringsbolaget Skandia
Sweden
$44.1K
HFM
691
Harvest Fund Management
China
$44K +$37.8K +266 +605%
GWM
692
Geneos Wealth Management
Colorado
$42.4K
SC
693
Stephens Consulting
Michigan
$42.4K
HI
694
Harbour Investments
Wisconsin
$41.2K -$8.35K -59 -17%
BTI
695
Blue Trust Inc
Georgia
$41K +$26.8K +199 +190%
GWS
696
Glassman Wealth Services
Virginia
$40.7K +$566 +4 +1%
FAM
697
Fred Alger Management
New York
$38K
BAM
698
Baldrige Asset Management
Pennsylvania
$37K
TCOV
699
Trust Company of Vermont
Vermont
$36.2K
TWA
700
TCI Wealth Advisors
Arizona
$35.2K +$2.12K +15 +6%