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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 %
ACA
551
Aptus Capital Advisors
Alabama
$218K +$218K +1,637 New
PTC
552
Petrus Trust Company
Texas
$217K +$217K +1,633 New
WMA
553
Wealth Management Associates
New Jersey
$214K
CCM
554
Cinctive Capital Management
New York
$213K +$213K +1,601 New
OPTFSNA
555
Old Point Trust & Financial Services N A
Virginia
$213K +$13.3K +100 +7%
Bessemer Group
556
Bessemer Group
New Jersey
$212K +$37.3K +279 +21%
PIM
557
Plato Investment Management
Australia
$211K +$211K +1,582 +39,550%
NS
558
NBC Securities
Alabama
$211K +$50.7K +364 +32%
TCM
559
Teza Capital Management
Illinois
$209K -$2.02M -15,206 -91%
DZ Bank
560
DZ Bank
Germany
$209K
PPWP
561
Premier Path Wealth Partners
New Jersey
$207K +$9.19K +69 +5%
APP
562
Avantax Planning Partners
Iowa
$206K +$206K +1,549 New
DS
563
DRW Securities
Illinois
$206K +$206K +1,549 New
BG
564
Bollard Group
Massachusetts
$205K
FSA
565
Franklin Street Advisors
North Carolina
$204K
KI
566
Kapitalo Investimentos
Brazil
$204K +$204K +1,530 New
GRP
567
Global Retirement Partners
California
$202K -$8.52K -64 -4%
CPA
568
Capital Planning Advisors
California
$201K
M
569
MOTCO
Texas
$197K +$197K +1,480 +148,000%
Northwestern Mutual Wealth Management
570
Northwestern Mutual Wealth Management
Wisconsin
$196K +$85.6K +643 +78%
GEA
571
Glen Eagle Advisors
New Jersey
$193K -$6.66K -50 -3%
PA
572
Parallel Advisors
California
$191K +$28.1K +211 +17%
PWA
573
Provenance Wealth Advisors
Florida
$190K +$184K +1,383 +3,373%
GWP
574
Gen-Wealth Partners
Michigan
$176K +$176K +1,321 New
AF
575
Advisornet Financial
Minnesota
$173K +$1.47K +11 +0.9%