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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 %
WIA
701
Wetzel Investment Advisors
Indiana
$7.7K
SAM
702
Smartleaf Asset Management
Massachusetts
$7.69K +$4.9K +37 +176%
ZB
703
Zions Bancorporation
Utah
$7.59K +$2.13K +16 +39%
FFA
704
Frazier Financial Advisors
Ohio
$7.2K
AAP
705
Arax Advisory Partners
Colorado
$7.19K
RBC
706
Roble Belko & Company
Pennsylvania
$7K
WIM
707
Westside Investment Management
California
$6.66K
FCA
708
FinTrust Capital Advisors
South Carolina
$6.66K
BFS
709
Burkett Financial Services
South Carolina
$6.66K
HWM
710
Horizons Wealth Management
North Carolina
$6.25K
CWC
711
Carolinas Wealth Consulting
North Carolina
$5.99K +$266 +2 +5%
BCWM
712
Bartlett & Co Wealth Management
Ohio
$5.86K
GG
713
Gleason Group
Kentucky
$5.33K
FMP
714
Financial Management Professionals
Texas
$5K
CAL
715
Capital Advisors Ltd
Ohio
$5K +$641 +5 +15%
LWANC
716
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.93K
FFO
717
Fortitude Family Office
Arizona
$4.39K
SIC
718
SJS Investment Consulting
Ohio
$4.26K +$133 +1 +3%
BBHC
719
Brown Brothers Harriman & Co
New York
$4.13K -$3.86K -29 -48%
CFB
720
Cullen/Frost Bankers
Texas
$4.13K
AW
721
Avion Wealth
Texas
$4K -$276 -2 -6%
LFG
722
Larson Financial Group
Missouri
$4K
AIC
723
Archer Investment Corporation
Indiana
$4K
WB
724
Webster Bank
Connecticut
$4K +$4K +30 New
HI
725
Hoey Investments
Pennsylvania
$3.73K