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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 %
WC
801
Wexford Capital
Florida
-$375K -2,638 Closed
PSC
802
Portman Square Capital
United Kingdom
-$340K -2,390 Closed
BAM
803
Belpointe Asset Management
Nevada
-$296K -2,083 Closed
FMLI
804
Fukoku Mutual Life Insurance
Japan
-$284K -2,000 Closed
LCWP
805
Legacy Capital Wealth Partners
Arkansas
-$283K -1,995 Closed
OPCM
806
Osborne Partners Capital Management
California
-$280K -1,970 Closed
DAS
807
Dynamic Advisor Solutions
Arizona
-$245K -1,800 Closed
EP
808
Edgestream Partners
New Jersey
-$247K -1,741 Closed
WC
809
Waterloo Capital
Texas
-$246K -1,730 Closed
WI
810
Wintrust Investments
Illinois
-$239K -1,680 Closed
AAS
811
Avantax Advisory Services
Texas
-$229K -1,615 Closed
OC
812
Oarsman Capital
Wisconsin
-$223K -1,572 Closed
BG
813
Bahl & Gaynor
Ohio
-$213K -1,500 Closed
FG
814
Fiduciary Group
Georgia
-$203K -1,430 Closed
CGL
815
Clarius Group LLC
Washington
-$200K -1,408 Closed
TWM
816
Tradition Wealth Management
Minnesota
-$123K -863 Closed
ICM
817
Intrepid Capital Management
Florida
-$120K -844 Closed
WCM
818
Winthrop Capital Management
Indiana
-$103K -728 Closed
FBC
819
Fairfield, Bush & Co
Connecticut
-$76.7K -540 Closed
SR
820
Syntax Research
Florida
-$71K -500 Closed
MFG
821
Mendota Financial Group
Wisconsin
-$51.6K -363 Closed
RFA
822
Resurgent Financial Advisors
Georgia
-$47.3K -333 Closed
PMFA
823
Plante Moran Financial Advisors
Michigan
-$38.8K -273 Closed
GWS
824
Glassman Wealth Services
Virginia
-$37.8K -266 Closed
TCWA
825
Turtle Creek Wealth Advisors
Texas
-$34.9K -246 Closed