DLTR icon

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 %
FMII
726
Farmers & Merchants Investments Inc
Nebraska
$21.6K
PWMG
727
Prestige Wealth Management Group
New Jersey
$20.4K -$5.23K -37 -20%
AC
728
Avestar Capital
New York
$20.2K +$20.2K +143 New
ZIG
729
Zullo Investment Group
Pennsylvania
$18.1K
AA
730
AlphaMark Advisors
Kentucky
$18K
AWM
731
Abound Wealth Management
Tennessee
$17.7K +$2.4K +17 +16%
HS
732
Horan Securities
United States
$17.5K
AWM
733
Accurate Wealth Management
Florida
$17.1K +$17.1K +117 New
MCM
734
MV Capital Management
Maryland
$16.8K +$990 +7 +6%
SN
735
Sittner & Nelson
Oregon
$16.5K
BWL
736
Bogart Wealth LLC
Virginia
$16.4K +$3.26K +23 +25%
BWA
737
BDO Wealth Advisors
Florida
$16.1K
HFS
738
Hantz Financial Services
Michigan
$16K +$12.6K +88 +367%
HCP
739
Hexagon Capital Partners
Arkansas
$16K -$424 -3 -3%
BWM
740
BerganKDV Wealth Management
Minnesota
$16K
MPWT
741
MassMutual Private Wealth & Trust
Connecticut
$15K -$577 -4 -4%
C
742
Covestor
United Kingdom
$15K -$142 -1 -0.9%
LS
743
Leelyn Smith
Illinois
$14.9K
FFA
744
Farther Finance Advisors
California
$14.6K +$14.6K +103 New
BLC
745
Brown, Lisle/Cummings
Rhode Island
$14.1K
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
$14.1K
MCM
747
Manchester Capital Management
Vermont
$14.1K
MA
748
MCF Advisors
Kentucky
$14.1K
CSWM
749
Cassady Schiller Wealth Management
Ohio
$14.1K +$14.1K +100 New
TFGT
750
TS Financial Group (TSFG)
Illinois
$14K