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Dollar Tree

791 hedge funds and large institutions have $31.1B invested in Dollar Tree in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 198 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
+100
Holders Change %
+14.47%
% of All Funds
12.22%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
180
Increased
198
Reduced
304
Closed
74
Calls
$504M
Puts
$530M
Net Calls
-$25.7M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
701
Catalyst Capital Advisors
New York
$17K -$1.51K -11 -8%
WWM
702
Wagner Wealth Management
South Carolina
$17K
HR
703
Howe & Rusling
New York
$17K
DWA
704
Delos Wealth Advisors
Texas
$17K +$17K +118 New
HS
705
Horan Securities
United States
$17K +$17K +124 New
SN
706
Sittner & Nelson
Oregon
$16K
AIP
707
Ahrens Investment Partners
Louisiana
$16K +$16K +116 New
PCA
708
Providence Capital Advisors
North Carolina
$15K -$5.84M -40,500 -100%
BLC
709
Brown, Lisle/Cummings
Rhode Island
$14.1K +$14.1K +100 New
1832 Asset Management
710
1832 Asset Management
Ontario, Canada
$14K -$33.4M -238,927 -100%
TFGT
711
TS Financial Group (TSFG)
Illinois
$14K -$16.9K -121 -55%
CFD
712
Creative Financial Designs
Indiana
$14K -$11.9K -85 -46%
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$14K
Loomis, Sayles & Company
714
Loomis, Sayles & Company
Massachusetts
$14K
FRA
715
Front Row Advisors
California
$14K
DHGWA
716
Dixon Hughes Goodman Wealth Advisors
North Carolina
$14K +$14K +100 New
MRL
717
Mantle Ridge LP
New York
$14K +$14K +100 New
MCM
718
Manchester Capital Management
Vermont
$14K +$14K +100 New
CSB
719
City State Bank
Iowa
$14K +$14K +100 New
RBC
720
Roble Belko & Company
Pennsylvania
$13K
BWL
721
Bogart Wealth LLC
Virginia
$13K
TFS
722
TrustCore Financial Services
Tennessee
$13K
TFO
723
Tarbox Family Office
California
$12K
SCA
724
Snowden Capital Advisors
New York
$11K -$2.11M -16,149 -99%
TH
725
TCTC Holdings
Texas
$11K