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Dollar Tree

765 hedge funds and large institutions have $28.5B invested in Dollar Tree in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 274 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
Holders Change %
0%
% of All Funds
11.09%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
85
Increased
267
Reduced
274
Closed
79
Calls
$717M
Puts
$1.12B
Net Calls
-$399M
Net Calls Change
-$456M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
401
Sequoia Financial Advisors
Ohio
$673K -$109K -815 -14%
MAM
402
Meeder Asset Management
Ohio
$663K +$663K +4,979 New
HNB
403
Huntington National Bank
Ohio
$662K -$30.1K -226 -4%
AC
404
Armistice Capital
New York
$652K -$52.1K -391 -7%
FTDI
405
First Trust Direct Indexing
Massachusetts
$652K +$56.3K +423 +9%
RJT
406
Raymond James Trust
Florida
$649K +$79.8K +599 +14%
HW
407
Hedeker Wealth
Illinois
$643K -$1.29M -9,705 -67%
BMSSC
408
B. Metzler seel. Sohn & Co
Germany
$642K -$6.92K -52 -1%
AIMCA
409
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$639K
ASN
410
Advisory Services Network
Georgia
$629K -$12K -90 -2%
CWM
411
Chemistry Wealth Management
New York
$625K +$87.9K +660 +16%
IAA
412
Independent Advisor Alliance
North Carolina
$621K -$45.4K -341 -7%
DADC
413
D.A. Davidson & Co
Montana
$619K +$209K +1,573 +51%
RCA
414
Resonant Capital Advisors
Wisconsin
$610K +$1.47K +11 +0.2%
FNBSF
415
First National Bank Sioux Falls
South Dakota
$608K
IIM
416
Intact Investment Management
Quebec, Canada
$599K -$66.6K -500 -10%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$596K -$533 -4 -0.1%
FRM
418
Fox Run Management
Connecticut
$588K +$588K +4,413 New
WCM
419
Weik Capital Management
Pennsylvania
$581K -$20K -150 -3%
STA
420
Summit Trail Advisors
New York
$580K +$188K +1,412 +48%
RAM
421
Readystate Asset Management
Illinois
$574K +$574K +4,310 New
LNC
422
Lincoln National Corp
Pennsylvania
$567K -$11.3K -85 -2%
UCFA
423
United Capital Financial Advisors
Texas
$567K -$1.07K -8 -0.2%
WB
424
WesBanco Bank
West Virginia
$565K -$3.2K -24 -0.6%
MCM
425
MAI Capital Management
Ohio
$563K -$83K -623 -13%