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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 %
GJIA
651
Glass Jacobson Investment Advisors
Maryland
$26.4K
PCA
652
Providence Capital Advisors
North Carolina
$26.4K
OIAM
653
OFI Invest Asset Management
France
$25.9K -$4.56K -37 -15%
UCB
654
United Community Bank
South Carolina
$25.3K
TCOV
655
Trust Company of Vermont
Vermont
$25.2K +$2.66K +20 +12%
MSG
656
Main Street Group
Virginia
$24.9K
IGWM
657
ICA Group Wealth Management
Colorado
$24.6K
AWM
658
Abound Wealth Management
Tennessee
$23.4K +$3.33K +25 +17%
CT
659
Cambridge Trust
Massachusetts
$22K
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.3K
TFA
661
Transamerica Financial Advisors
Florida
$21K -$78.8K -585 -79%
BTI
662
Blue Trust Inc
Georgia
$20.9K +$1.86K +14 +10%
HFS
663
Hantz Financial Services
Michigan
$20K -$5.07K -38 -20%
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$19.6K -$399 -3 -2%
PWMG
665
Private Wealth Management Group
New Jersey
$18.8K
VWM
666
Venturi Wealth Management
Texas
$17.6K +$16.1K +121 +1,100%
JWA
667
JFS Wealth Advisors
Pennsylvania
$17.4K -$266 -2 -2%
MCM
668
Manchester Capital Management
Vermont
$17.2K +$932 +7 +6%
AA
669
AlphaMark Advisors
Kentucky
$17K
NRG
670
Nemes Rush Group
Michigan
$16.6K
SN
671
Sittner & Nelson
Oregon
$15.6K
BWL
672
Bogart Wealth LLC
Virginia
$15.4K
RA
673
Rise Advisors
New York
$15.4K +$15.4K +116 New
OA
674
Operose Advisors
Wisconsin
$14.6K -$20K -150 -58%
PWMG
675
Prestige Wealth Management Group
New Jersey
$14.6K