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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 %
Lido Advisors
451
Lido Advisors
California
$437K +$126K +944 +40%
CA
452
Cetera Advisors
Colorado
$431K +$235K +1,762 +120%
HIS
453
Harvest Investment Services
Illinois
$430K +$430K +3,230 New
PCM
454
Parsons Capital Management
Rhode Island
$424K -$9.99K -75 -2%
SEC
455
Seven Eight Capital
New York
$422K +$422K +3,168 New
MWM
456
Modera Wealth Management
New Jersey
$418K +$2.8K +21 +0.7%
Group One Trading
457
Group One Trading
Illinois
$414K +$414K +3,112 New
AFG
458
Atomi Financial Group
New York
$413K +$413K +3,103 New
EI
459
Ellevest Inc
New York
$403K +$22.2K +167 +6%
HWM
460
HB Wealth Management
Georgia
$401K +$26.5K +199 +7%
FIM
461
Fernwood Investment Management
Massachusetts
$391K
MYAM
462
Meiji Yasuda Asset Management
Japan
$389K -$2.54M -19,083 -87%
HI
463
Horizon Investments
North Carolina
$383K -$13.4K -101 -3%
RP
464
Riverwater Partners
Wisconsin
$381K -$13.3K -100 -3%
ONB
465
Old National Bancorp
Indiana
$376K -$5.73K -43 -1%
CIS
466
Custom Index Systems
New York
$375K +$98.5K +740 +36%
MCM
467
Mattern Capital Management
Colorado
$373K +$373K +2,803 New
BL
468
Balentine LLC
Georgia
$371K -$4.93K -37 -1%
BFG
469
Bleakley Financial Group
New Jersey
$370K +$44.9K +337 +14%
SW
470
Simplicity Wealth
New Jersey
$369K +$369K +2,770 New
SC
471
SouthState Corp
Florida
$367K -$54.1K -406 -13%
EF
472
Empowered Funds
Pennsylvania
$366K +$86.9K +653 +31%
DIA
473
Dana Investment Advisors
Wisconsin
$363K
CUAMC
474
China Universal Asset Management Company
China
$362K -$462K -3,473 -56%
SS
475
Sunbelt Securities
Texas
$362K