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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 %
MTIC
701
Missouri Trust & Investment Company
Missouri
$32K +$1.89K +14 +6%
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
NFSG
703
Newbridge Financial Services Group
Florida
$29K
PFBT
704
Parkside Financial Bank & Trust
Missouri
$28K -$24.6K -180 -47%
AssetMark Inc
705
AssetMark Inc
California
$27K -$37.7K -279 -58%
PCA
706
Providence Capital Advisors
North Carolina
$27K -$682 -5 -2%
ATC
707
Adirondack Trust Company
New York
$27K
ACK
708
Andrew C. Karlinski
$27K
CTB
709
Country Trust Bank
Illinois
$27K
FNBOSM
710
First National Bank of South Miami
Florida
$26K
PWMG
711
Prestige Wealth Management Group
New Jersey
$25K
SC
712
Seldon Capital
California
$25K
SWM
713
Spire Wealth Management
Virginia
$24K -$163K -1,210 -87%
CCA
714
Catalyst Capital Advisors
New York
$24K -$134 -1 -0.6%
DAC
715
Dividend Assets Capital
South Carolina
$23K
CT
716
Cambridge Trust
Massachusetts
$23K +$676 +5 +3%
FHA
717
First Horizon Advisors
Tennessee
$23K +$4.99K +36 +28%
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$21K +$3.84K +28 +22%
FIA
719
FNY Investment Advisers
New York
$19K +$19K +142 New
MIP
720
Mondrian Investment Partners
United Kingdom
$18.2K -$43.8K -321,661 -71%
ZIG
721
Zullo Investment Group
Pennsylvania
$17K
AA
722
AlphaMark Advisors
Kentucky
$17K
HS
723
Horan Securities
United States
$17K
HCP
724
Hexagon Capital Partners
Arkansas
$16K -$46.5K -337 -74%
BWA
725
BDO Wealth Advisors
Florida
$16K