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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 %
S
676
Sachetta
Massachusetts
$14.3K
C
677
Covestor
United Kingdom
$14K
MA
678
MCF Advisors
Kentucky
$13.6K +$266 +2 +2%
MG
679
Mather Group
Illinois
$13.4K +$13.4K +94 New
BLC
680
Brown, Lisle/Cummings
Rhode Island
$13.3K
CSWM
681
Cassady Schiller Wealth Management
Ohio
$13.3K
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$13.3K
MCM
683
MV Capital Management
Maryland
$13.3K
FRA
684
Front Row Advisors
California
$13.3K
TFGT
685
TS Financial Group (TSFG)
Illinois
$13K
SWS
686
SYSTM Wealth Solutions
Illinois
$12.4K -$3.73K -28 -23%
TAM
687
Tucker Asset Management
Colorado
$12.3K
GBT
688
Grove Bank & Trust
Florida
$12.1K
WTA
689
Washington Trust Advisors
Massachusetts
$11.1K
HB
690
Horizon Bancorp
Indiana
$11K
SIC
691
Salem Investment Counselors
North Carolina
$10.9K
RCM
692
Raleigh Capital Management
North Carolina
$10.4K +$6.53K +49 +169%
BIA
693
Bell Investment Advisors
California
$9.85K +$533 +4 +6%
TIM
694
Thompson Investment Management
Wisconsin
$9.85K
GKIM
695
GW&K Investment Management
Massachusetts
$9K +$129 +1 +1%
HWM
696
HighMark Wealth Management
Minnesota
$8.66K
QC
697
Quent Capital
New York
$8.66K
HBW
698
Hazlett, Burt & Watson
West Virginia
$8K
VNA
699
Valley National Advisers
Pennsylvania
$8K +$242 +2 +3%
APC
700
Aspire Private Capital
North Carolina
$7.86K