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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 %
DPW
726
DiNuzzo Private Wealth
Pennsylvania
$3.46K +$399 +3 +13%
HCP
727
Hexagon Capital Partners
Arkansas
$3.46K +$799 +6 +30%
GI
728
Gradient Investments
Minnesota
$3.2K -$932 -7 -23%
WWP
729
WR Wealth Planners
Missouri
$3.2K +$3.2K +24 New
FMTCOCP
730
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K -$9K -57 -75%
BFPW
731
BOK Financial Private Wealth
Colorado
$2.93K
CJ
732
Caitlin John
Michigan
$2.93K
AEPWM
733
Atlantic Edge Private Wealth Management
Florida
$2.66K -$5.33K -40 -67%
AP
734
Aspect Partners
Virginia
$2.66K
PB
735
Pinnacle Bancorp
Nebraska
$2.66K
VAG
736
VisionPoint Advisory Group
Texas
$2.4K -$133 -1 -5%
KFS
737
Kelly Financial Services
Massachusetts
$2.4K
FWM
738
FSA Wealth Management
Massachusetts
$2.26K
DF
739
Dunhill Financial
United Kingdom
$2.05K +$273 +2 +15%
PCM
740
Penserra Capital Management
California
$2K -$106K -951 -98%
VF
741
VitalStone Financial
Texas
$2K +$2K +17 New
FRA
742
Frank Rimerman Advisors
California
$2K
VWA
743
Valued Wealth Advisors
Utah
$1.87K +$133 +1 +8%
PPC
744
Park Place Capital
Alabama
$1.86K +$1.86K +14 New
EBA
745
Eagle Bay Advisors
New York
$1.73K
FGA
746
Fortis Group Advisors
New Jersey
$1.6K -$1.6K -12 -50%
HPC
747
HM Payson & Co
Maine
$1.6K +$1.6K +12 New
VAMG
748
Voisard Asset Management Group
Michigan
$1.58K
RFS
749
Richardson Financial Services
Massachusetts
$1.47K +$1.47K +11 New
TWD
750
True Wealth Design
Ohio
$1.33K +$533 +4 +67%