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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 %
WA
426
Wealth Alliance
New York
$551K -$18.4K -138 -3%
SAM
427
S.A. Mason
Michigan
$545K -$66.6K -500 -11%
JFL
428
Jarislowsky, Fraser Ltd
Quebec, Canada
$539K -$471K -3,535 -47%
LOAMS
429
Lombard Odier Asset Management (Switzerland)
Switzerland
$527K +$527K +3,959 New
WI
430
Wahed Invest
New York
$526K +$65.8K +494 +14%
CG
431
Cutler Group
California
$525K +$499K +3,748 +1,903%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$523K -$180K -1,353 -26%
BAMF
433
BI Asset Management Fondsmaeglerselskab
Denmark
$514K -$48.6K -365 -9%
CSPIA
434
Cary Street Partners Investment Advisory
Virginia
$510K +$39.3K +295 +8%
CCA
435
Checchi Capital Advisers
California
$502K +$1.2K +9 +0.2%
SP
436
Symmetry Partners
Connecticut
$498K
SWP
437
Stratos Wealth Partners
Ohio
$489K -$46.1K -346 -9%
S
438
SignatureFD
Georgia
$486K +$21.4K +161 +5%
VA
439
Vident Advisory
Georgia
$482K +$150K +1,125 +45%
VI
440
Vestcor Inc
New Brunswick, Canada
$480K -$132K -991 -22%
SM
441
STF Management
Texas
$479K +$3.2K +24 +0.7%
AIM
442
Anchor Investment Management
South Carolina
$468K +$4.53K +34 +1%
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$460K -$932 -7 -0.2%
PWM
444
Perigon Wealth Management
California
$459K +$101K +759 +28%
PWW
445
Pettyjohn Wood & White
Virginia
$459K
GI
446
GAMCO Investors
Connecticut
$454K +$60.6K +455 +15%
BF
447
BOK Financial
Oklahoma
$453K +$272 +2 +0.1%
IMCOOI
448
Investment Management Corp of Ontario (IMCO)
Canada
$442K -$213K -1,600 -33%
II
449
Inspire Investing
Idaho
$441K +$24.6K +185 +6%
GSIS
450
Global Strategic Investment Solutions
Arizona
$438K