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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 %
KPWS
476
Kestra Private Wealth Services
Texas
$361K +$45.5K +342 +14%
AAM
477
Advisors Asset Management
Colorado
$361K +$109K +821 +43%
SPIA
478
Steward Partners Investment Advisory
New York
$337K -$49.3K -370 -13%
NP
479
NorthRock Partners
Minnesota
$337K +$123K +923 +57%
GI
480
GAMMA Investing
California
$335K +$12.8K +96 +4%
VSQM
481
V-Square Quantitative Management
Illinois
$332K +$110K +823 +49%
FSA
482
Financial Security Advisor
Virginia
$330K
BWM
483
Baron Wealth Management
Michigan
$330K -$4.93K -37 -1%
AWM
484
Apollon Wealth Management
South Carolina
$328K -$167K -1,251 -34%
ICM
485
IMS Capital Management
Oregon
$327K -$149K -1,118 -31%
EARNEST Partners
486
EARNEST Partners
Georgia
$323K -$3.86K -29 -1%
CCM
487
Coldstream Capital Management
Washington
$322K -$50.2K -377 -13%
GWA
488
Gratus Wealth Advisors
Virginia
$321K
BC
489
Bridgefront Capital
Texas
$320K -$335K -2,518 -51%
SPS
490
Susquehanna Portfolio Strategies
Pennsylvania
$315K -$19M -142,841 -98%
TWP
491
Tyche Wealth Partners
Texas
$312K -$1.86K -14 -0.6%
CII
492
Capital International Inc
California
$311K -$50.5K -379 -14%
SW
493
SVB Wealth
Massachusetts
$309K +$4.26K +32 +1%
JIC
494
Johnson Investment Counsel
Ohio
$308K +$5.59K +42 +2%
QCG
495
Quadrant Capital Group
Ohio
$307K +$13.7K +103 +5%
PWP
496
Private Wealth Partners
California
$306K +$306K +2,300 New
IA
497
IFP Advisors
Florida
$306K +$5.99K +45 +2%
1SB
498
1ST Source Bank
Indiana
$303K
GT
499
Greenleaf Trust
Michigan
$302K -$4.79K -36 -2%
SFI
500
Siemens Fonds Invest
Germany
$300K -$13K -98 -4%