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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 %
PFBT
701
Parkside Financial Bank & Trust
Missouri
$33.5K +$4.53K +32 +16%
WT
702
Whittier Trust
California
$33K -$1.41K -10 -4%
CFO
703
CVA Family Office
Colorado
$32.5K -$2.12K -15 -6%
LC
704
Lindbrook Capital
California
$32.2K -$4.24K -30 -12%
MTIC
705
Missouri Trust & Investment Company
Missouri
$32K -$2.01K -14 -6%
PMFA
706
Plante Moran Financial Advisors
Michigan
$30.6K -$13.3K -94 -30%
NFSG
707
Newbridge Financial Services Group
Florida
$30.6K
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.4K
ATC
709
Adirondack Trust Company
New York
$28.3K
RFA
710
Register Financial Advisors
Georgia
$28.3K +$28.3K +200 New
PCA
711
Providence Capital Advisors
North Carolina
$28K
GJIA
712
Glass Jacobson Investment Advisors
Maryland
$28K +$28K +198 New
ANBT
713
American National Bank & Trust
Texas
$28K +$25.2K +181 +905%
IGWM
714
ICA Group Wealth Management
Colorado
$27.3K +$27.3K +185 New
FNBOSM
715
First National Bank of South Miami
Florida
$27K
SC
716
Seldon Capital
California
$26.3K
SWM
717
Spire Wealth Management
Virginia
$25K +$278 +2 +1%
FHA
718
First Horizon Advisors
Tennessee
$24.6K +$1.13K +8 +5%
CCA
719
Catalyst Capital Advisors
New York
$24.5K -$849 -6 -3%
DAC
720
Dividend Assets Capital
South Carolina
$24K
CP
721
Castleview Partners
Texas
$23.3K +$11.3K +80 +94%
TFS
722
TrustCore Financial Services
Tennessee
$23.2K +$10.3K +73 +80%
CT
723
Cambridge Trust
Massachusetts
$23K -$697 -5 -3%
ETC
724
Exchange Traded Concepts
Oklahoma
$22.1K -$278K -1,966 -93%
CA
725
Centerpoint Advisors
Massachusetts
$22K +$22K +158 New