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Five Below
FIVE

Overview Fund Activity

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

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$43M
2
BlackRock
BlackRock
New York
$855M
3
Vanguard Group
Vanguard Group
Pennsylvania
$666M
4
Deutsche Bank
Deutsche Bank
Germany
$149M
5
Citadel Advisors
Citadel Advisors
Florida
$47.2M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
$155M
2
Jennison Associates
Jennison Associates
New York
$87.9M
3
Renaissance Technologies
Renaissance Technologies
New York
$127M
4
WA
Wasatch Advisors
Utah
$175M
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
376
First Interstate Bank
Montana
$16K -$12.5K -95 -44%
CWM
377
Catamount Wealth Management
Connecticut
$16K – – –
RBC
378
Roble Belko & Company
Pennsylvania
$15K – – –
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +110 New
SWA
380
Sutton Wealth Advisors
Florida
$13.3K -$3.25K -25 -20%
LFA
381
Legacy Financial Advisors
Kentucky
$13K -$3.38K -26 -21%
GRP
382
Global Retirement Partners
California
$13K +$9.1K +70 +233%
MWM
383
MinichMacGregor Wealth Management
New York
$13K +$13K +104 New
FANJ
384
Financial Architects (New Jersey)
New Jersey
$11K -$15.8K -122 -59%
CFGS
385
Concourse Financial Group Securities
Alabama
$11K +$11K +85 New
TWA
386
TCI Wealth Advisors
Arizona
$10K – – –
AF
387
Allworth Financial
California
$10K +$10K +76 New
GAM
388
Gemmer Asset Management
California
$9K – – –
CFD
389
Creative Financial Designs
Indiana
$9K +$9K +70 New
AIM
390
Advantage Investment Management
Iowa
$8K +$8K +60 New
SFM
391
Signet Financial Management
New Jersey
$7K +$5.42K +41 +342%
OWA
392
One Wealth Advisors
California
$6K -$2.37K -17 -28%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.04K +16 +52%
WB
394
Webster Bank
Connecticut
$6K +$6K +45 New
EFSCE
395
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$6K +49 New
SPIA
396
Steward Partners Investment Advisory
New York
$5K -$3.57K -25 -42%
ST
397
Somerset Trust
Pennsylvania
$5K +$5K +40 New
TC
398
Trilogy Capital
California
$5K +$5K +41 New
SFSIG
399
San Francisco Sentry Investment Group
California
$4K – – –
HAM
400
Highstreet Asset Management
Ontario, Canada
$4K +$4K +32 New
14 15
16
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