We are live on ! Find out more
FIVE icon

Five Below

462 hedge funds and large institutions have $6.33B invested in Five Below in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 149 increasing their positions, 166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $262M | Put options by funds: $196M

1.22% less ownership

Funds ownership: 106.85%105.63% (-1.2%)

7% less funds holding

Funds holding: 499462 (-37)

10% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 166

27% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 111

41% less capital invested

Capital invested by funds: $10.7B → $6.33B (-$4.36B)

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
462
Holders Change
-37
Holders Change %
-7.41%
% of All Funds
6.67%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
81
Increased
149
Reduced
166
Closed
111
Calls
$262M
Puts
$196M
Net Calls
+$65.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
276
Synovus Financial
Georgia
$341K +$3.6K +26 +0.8%
FRM
277
Fox Run Management
Connecticut
$336K +$119K +861 +39%
PG
278
Patten Group
Tennessee
$330K -$95.4K -689 -19%
BBVA
279
Banco Bilbao Vizcaya Argentaria
Spain
$327K +$16.2K +117 +4%
Capstone Investment Advisors
280
Capstone Investment Advisors
New York
$326K -$1.32M -9,504 -76%
Neuberger Berman Group
281
Neuberger Berman Group
New York
$325K -$198K -1,432 -32%
MFS
282
Mattson Financial Services
Michigan
$322K +$409K +2,957 New
CL
283
Choreo LLC
Illinois
$321K +$412K +2,977 New
AAS
284
Avantax Advisory Services
Texas
$319K +$405K +2,925 New
BC
285
Bridgefront Capital
Texas
$315K +$120K +869 +43%
DFCM
286
Dark Forest Capital Management
Puerto Rico
$311K +$395K +2,851 New
SCM
287
Stevens Capital Management
Pennsylvania
$302K +$384K +2,773 New
BCM
288
Buckhead Capital Management
Georgia
$302K
Corient Private Wealth
289
Corient Private Wealth
Florida
$298K -$108K -778 -22%
SSA
290
Schonfeld Strategic Advisors
New York
$294K +$374K +2,700 New
IP
291
Isthmus Partners
Wisconsin
$291K
ProShare Advisors
292
ProShare Advisors
Maryland
$284K -$12.6K -91 -3%
MOS
293
MGO One Seven
Ohio
$278K +$12.5K +90 +4%
YMRC
294
Yorktown Management & Research Company
Virginia
$262K
SCM
295
Soros Capital Management
New York
$261K +$332K +2,399 New
KAS
296
Kestra Advisory Services
Texas
$260K -$205K -1,479 -38%
PMAM
297
Picton Mahoney Asset Management
Ontario, Canada
$260K +$15.9K +115 +5%
AssetMark Inc
298
AssetMark Inc
California
$260K +$72.1K +521 +28%
JCM
299
Janney Capital Management
Pennsylvania
$252K -$3.19K -23 -1%
SCM
300
Shelton Capital Management
Colorado
$251K -$13.4K -97 -4%

FIVE Hedge Fund Activity: Q2 2024 in Review

462 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q2 2024, worth a combined $6.33B — down 41% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of FIVE and 81 opened new positions — a net loss of 30 holders — while 166 trimmed existing stakes and 149 added.

The largest buyer was Wasatch Advisors, adding an estimated $124M. The largest seller was Artisan Partners, exiting entirely with an estimated $158M sold.

  • 462 institutional investors held Five Below (FIVE) as of Q2 2024, down from 499 in Q1 2024.
  • Funds reported $6.33B of Five Below stock for Q2 2024, down 41% quarter-over-quarter.
  • 81 funds opened new Five Below positions in Q2 2024 and 111 closed out, a net change of -30 holders.
  • The largest Five Below buyer in Q2 2024 was Wasatch Advisors, an estimated $124M added.
  • The largest Five Below seller in Q2 2024 was Artisan Partners, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2024.