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Dollar Tree

679 hedge funds and large institutions have $14.4B invested in Dollar Tree in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 236 increasing their positions, 254 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-68
Holders Change %
-9.1%
% of All Funds
9.82%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
87
Increased
236
Reduced
254
Closed
148
Calls
$773M
Puts
$1.11B
Net Calls
-$333M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
551
Creative Financial Designs
Indiana
$21.1K
SC
552
Stephens Consulting
Michigan
$21.1K
BLC
553
Brown, Lisle/Cummings
Rhode Island
$21.1K +$14.1K +200 +200%
AGWCA
554
Annis Gardner Whiting Capital Advisors
Florida
$16.7K -$281 -4 -2%
NRG
555
Nemes Rush Group
Michigan
$16.6K
CWP
556
Concord Wealth Partners
Virginia
$16.6K
WT
557
Washington Trust
Rhode Island
$16.5K
WT
558
Whittier Trust
California
$16.4K
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$16.2K -$26.5K -377 -62%
FIA
560
FNY Investment Advisers
New York
$16K +$16K +240 New
MTIC
561
Missouri Trust & Investment Company
Missouri
$15.6K
RWM
562
Reston Wealth Management
Virginia
$14.8K +$14.8K +210 New
HIA
563
Harbor Investment Advisory
Maryland
$14.4K -$48.1K -684 -77%
SWM
564
Spire Wealth Management
Virginia
$14.4K -$5.98K -85 -29%
AssetMark Inc
565
AssetMark Inc
California
$14.1K
MCM
566
Manchester Capital Management
Vermont
$13.9K +$6.75K +96 +94%
PCA
567
Providence Capital Advisors
North Carolina
$13.9K
PFBT
568
Parkside Financial Bank & Trust
Missouri
$13.5K -$7.03K -100 -34%
PB
569
Pinnacle Bancorp
Nebraska
$13.5K +$12.1K +172 +860%
ITIM
570
Indiana Trust & Investment Management
Indiana
$13.4K -$16.3K -232 -55%
LC
571
Lindbrook Capital
California
$13.2K -$33.8K -480 -72%
JPWM
572
Jamison Private Wealth Management
Georgia
$12.4K -$5.06K -72 -29%
CCA
573
Catalyst Capital Advisors
New York
$12K -$3.09K -44 -21%
TCOV
574
Trust Company of Vermont
Vermont
$11.9K
TFIPS
575
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.3K