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Five Below

411 hedge funds and large institutions have $7B invested in Five Below in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 117 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+44
Holders Change %
+11.99%
% of All Funds
9.41%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
82
Increased
117
Reduced
174
Closed
33
Calls
$81.6M
Puts
$89.5M
Net Calls
-$7.86M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$833K +$833K +6,402 New
DCM
227
Dupont Capital Management
Delaware
$832K +$832K +6,400 New
KeyBank National Association
228
KeyBank National Association
Ohio
$819K -$308K -2,368 -27%
DADC
229
D.A. Davidson & Co
Montana
$785K +$9.11K +70 +1%
UCFA
230
United Capital Financial Advisors
Texas
$765K +$106K +819 +16%
SCA
231
Secor Capital Advisors
New York
$765K +$765K +5,879 New
APA
232
American Portfolios Advisors
New York
$757K +$300K +2,303 +65%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$697K +$14.6K +112 +2%
FA
234
FDx Advisors
Illinois
$689K -$226K -1,739 -25%
AAMU
235
Amundi Asset Management US
Massachusetts
$675K
RG
236
Renaissance Group
Kentucky
$666K +$17.4K +134 +3%
Creative Planning
237
Creative Planning
Kansas
$662K +$265K +2,034 +67%
LIA
238
LS Investment Advisors
Michigan
$654K -$91.5K -704 -12%
MCIM
239
Meadow Creek Investment Management
Georgia
$647K +$144K +1,104 +29%
RCM
240
Radnor Capital Management
Pennsylvania
$638K +$37.1K +285 +6%
AP
241
Advisors Preferred
Maryland
$637K +$637K +4,901 New
NA
242
Navellier & Associates
Nevada
$621K -$6.9K -53 -1%
Lazard Asset Management
243
Lazard Asset Management
New York
$619K -$21.4M -165,164 -97%
LTFS
244
Ladenburg Thalmann Financial Services
Florida
$619K -$64.2K -493 -9%
Polen Capital Management
245
Polen Capital Management
Florida
$618K -$43K -331 -7%
FMT
246
First Mercantile Trust
Tennessee
$598K +$149K +1,143 +33%
CIBC World Market
247
CIBC World Market
Ontario, Canada
$596K +$596K +4,579 New
CPP
248
Crow Point Partners
Massachusetts
$580K +$91.9K +707 +19%
VFA
249
Voya Financial Advisors
Connecticut
$572K +$40.8K +317 +8%
OI
250
Oakbrook Investments
Illinois
$566K +$280K +2,150 +98%