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Five Below

367 hedge funds and large institutions have $5.59B invested in Five Below in 2018 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 89 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+29
Holders Change %
+8.58%
% of All Funds
8.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
74
Increased
89
Reduced
167
Closed
44
Calls
$57.8M
Puts
$217M
Net Calls
-$159M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Shares
Change %
YWP
326
YorkBridge Wealth Partners
New York
$34K
CFA
327
Carroll Financial Associates
North Carolina
$32K -$2.93K -30 -8%
CTC
328
Central Trust Company
Missouri
$29K
SIAS
329
Shine Investment Advisory Services
Colorado
$28K -$5.92K -60 -17%
QCG
330
Quadrant Capital Group
Ohio
$25K
Nisa Investment Advisors
331
Nisa Investment Advisors
Missouri
$24K
SWM
332
SeaCrest Wealth Management
New York
$23K -$1.59K -16 -6%
FIB
333
First Interstate Bank
Montana
$21K -$968 -10 -4%
VFA
334
Valeo Financial Advisors
Indiana
$21K -$739 -7 -3%
HI
335
Harrington Investments
California
$21K
RFA
336
Reilly Financial Advisors
California
$20K -$19.9K -200 -50%
FANJ
337
Financial Architects (New Jersey)
New Jersey
$20K +$5.99K +62 +43%
S
338
SignatureFD
Georgia
$16K
FHA
339
Flagship Harbor Advisors
Massachusetts
$16K +$16K +173 New
LF
340
Lee Financial
Texas
$14K
LFA
341
Legacy Financial Advisors
Kentucky
$13K -$1.24K -12 -9%
CWM
342
Catamount Wealth Management
Connecticut
$13K
SWA
343
Sutton Wealth Advisors
Florida
$12.4K -$73.4K -751 -86%
RBC
344
Roble Belko & Company
Pennsylvania
$12K
MAM
345
Meeder Asset Management
Ohio
$10.8K +$10.8K +111 New
BCA
346
Bay Colony Advisors
Massachusetts
$10K +$10K +100 New
TWA
347
TCI Wealth Advisors
Arizona
$7K
GAM
348
Gemmer Asset Management
California
$7K
AAM
349
Advisors Asset Management
Colorado
$7K +$3.84K +40 +121%
SPIA
350
Steward Partners Investment Advisory
New York
$6K -$7.5K -75 -56%