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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 %
IFWM
526
Institute for Wealth Management
Colorado
$264K +$666 +5 +0.3%
BFEC
527
Benjamin F. Edwards & Company
Missouri
$264K -$399 -3 -0.2%
TPI
528
Trust Point Inc
Wisconsin
$264K +$48.2K +362 +22%
Pzena Investment Management
529
Pzena Investment Management
New York
$260K +$34.2K +257 +15%
AOWM
530
Alpha Omega Wealth Management
Virginia
$255K
ACM
531
Advisors Capital Management
New Jersey
$250K +$250K +1,879 New
HIA
532
Harbor Investment Advisory
Maryland
$247K -$5.86K -44 -2%
TIAA Trust, National Association
533
TIAA Trust, National Association
North Carolina
$247K -$262K -1,966 -51%
BHWM
534
Bar Harbor Wealth Management
New Hampshire
$245K -$973K -7,304 -80%
NP
535
Nilsine Partners
Colorado
$242K +$2.8K +21 +1%
JFG
536
Jefferies Financial Group
New York
$240K -$1.27M -9,509 -84%
PHS
537
Pekin Hardy Strauss
Illinois
$238K -$1.03M -7,760 -81%
EIP
538
Epoch Investment Partners
New York
$238K -$12.6K -95 -5%
CIA
539
Concurrent Investment Advisors
Florida
$238K -$9.72K -73 -4%
APWM
540
Argonautica Private Wealth Management
Massachusetts
$234K +$234K +1,757 New
FFM
541
Forum Financial Management
Illinois
$234K
EWM
542
Evermay Wealth Management
Virginia
$233K -$399 -3 -0.2%
P
543
Pitcairn
Pennsylvania
$231K +$31.4K +236 +16%
RWB
544
RMR Wealth Builders
New Jersey
$230K
LA
545
LexAurum Advisors
Kansas
$227K -$4.93K -37 -2%
MPM
546
MBB Public Markets
Illinois
$226K +$226K +1,694 New
GA
547
Geller Advisors
New York
$225K -$6.13K -46 -3%
ECM
548
Evergreen Capital Management
Washington
$225K +$2.4K +18 +1%
FTIS
549
First Trust Investment Solutions
Florida
$222K
Connor, Clark & Lunn Investment Management (CC&L)
550
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K +$221K +1,657 New