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Five Below

317 hedge funds and large institutions have $3.94B invested in Five Below in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+42
Holders Change %
+15.27%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
72
Increased
91
Reduced
113
Closed
29
Calls
$118M
Puts
$81.7M
Net Calls
+$36.1M
Net Calls Change
+$7.35M
Name Holding Trade Value Shares
Change
Shares
Change %
YWP
276
YorkBridge Wealth Partners
New York
$22K
MWM
277
MinichMacGregor Wealth Management
New York
$21K
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$21K
CTC
279
Central Trust Company
Missouri
$20K
FIB
280
First Interstate Bank
Montana
$18K -$2.53K -39 -12%
QCG
281
Quadrant Capital Group
Ohio
$17K -$13.6K -213 -44%
CFA
282
Carroll Financial Associates
North Carolina
$14K
VFA
283
Valeo Financial Advisors
Indiana
$14K +$11.6K +170 +472%
MSFP
284
Mark Sheptoff Financial Planning
Connecticut
$13K +$13K +200 New
SBL
285
Sargent Bickham Lagudis
Colorado
$13K +$13K +200 New
FANJ
286
Financial Architects (New Jersey)
New Jersey
$12K
BTIS
287
BB&T Investment Services
North Carolina
$11K +$8.57K +120 +353%
GRP
288
Global Retirement Partners
California
$10K +$6.45K +100 +182%
CA
289
Calton & Associates
Florida
$10K +$10K +150 New
TRCT
290
Tower Research Capital (TRC)
New York
$9K -$637K -9,349 -99%
LF
291
Lee Financial
Texas
$9K -$4.5K -70 -33%
WA
292
Winfield Associates
Ohio
$9K +$1.08K +16 +14%
RBC
293
Roble Belko & Company
Pennsylvania
$8K
RIA
294
RPG Investment Advisory
California
$7K
JCM
295
Jacobi Capital Management
Pennsylvania
$7K
OWA
296
One Wealth Advisors
California
$7K +$7K +108 New
PMFA
297
Plante Moran Financial Advisors
Michigan
$6K +$6K +95 New
LFA
298
Legacy Financial Advisors
Kentucky
$6K +$6K +101 New
TWA
299
TCI Wealth Advisors
Arizona
$5K
GAM
300
Gemmer Asset Management
California
$5K