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Five Below

428 hedge funds and large institutions have $6.58B invested in Five Below in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 175 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 96.82%98.18% (+1.4%)

3% more call options, than puts

Call options by funds: $107M | Put options by funds: $104M

2% less capital invested

Capital invested by funds: $6.69B → $6.58B (-$106M)

3% less funds holding

Funds holding: 442428 (-14)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

10% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 67

19% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 175

Holders
428
Holders Change
-14
Holders Change %
-3.17%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
60
Increased
142
Reduced
175
Closed
67
Calls
$107M
Puts
$104M
Net Calls
+$2.9M
Net Calls Change
+$7.66M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
376
First Horizon Advisors
Tennessee
$57K -$3.82K -29 -6%
TNBTD
377
Trustmark National Bank Trust Department
Mississippi
$56K
QCG
378
Quadrant Capital Group
Ohio
$54K
OIA
379
Optimum Investment Advisors
Illinois
$54K +$26.3K +200 +80%
RCAG
380
Rehmann Capital Advisory Group
Michigan
$44.6K -$29.7K -226 -38%
PCG
381
Private Capital Group
Connecticut
$43K +$4.34K +33 +8%
GEA
382
Glen Eagle Advisors
New Jersey
$42K
BFEC
383
Benjamin F. Edwards & Company
Missouri
$41K
CTC
384
Central Trust Company
Missouri
$39K
SIAS
385
Shine Investment Advisory Services
Colorado
$37K +$17K +129 +73%
Nisa Investment Advisors
386
Nisa Investment Advisors
Missouri
$33K
TWA
387
TCI Wealth Advisors
Arizona
$29K -$4.74K -36 -13%
HNB
388
Huntington National Bank
Ohio
$27K
CFGS
389
Concourse Financial Group Securities
Alabama
$26K +$10.1K +77 +57%
CCA
390
Catalyst Capital Advisors
New York
$24K
RFA
391
Reilly Financial Advisors
California
$24K
GRP
392
Global Retirement Partners
California
$24K +$13.2K +100 +100%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$21K +$3.95K +30 +21%
FIB
394
First Interstate Bank
Montana
$19K
VFA
395
Valeo Financial Advisors
Indiana
$16K -$3.55K -27 -17%
CIA
396
CSat Investment Advisory
Michigan
$16K +$17.6K +134 New
LF
397
Lee Financial
Texas
$15K -$1.97K -15 -11%
RBC
398
Roble Belko & Company
Pennsylvania
$14K
GT
399
Glenmede Trust
Pennsylvania
$11.7K -$15.9M -120,755 -55%
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$11K -$52.9K -402 -82%

FIVE Hedge Fund Activity: Q2 2019 in Review

428 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q2 2019, worth a combined $6.58B — down 1.6% from $6.69B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of FIVE and 60 opened new positions — a net loss of 7 holders — while 175 trimmed existing stakes and 142 added.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $193M. The largest seller was BlackRock, cutting an estimated $188M.

  • 428 institutional investors held Five Below (FIVE) as of Q2 2019, down from 442 in Q1 2019.
  • Funds reported $6.58B of Five Below stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 60 funds opened new Five Below positions in Q2 2019 and 67 closed out, a net change of -7 holders.
  • The largest Five Below buyer in Q2 2019 was Winslow Capital Management, an estimated $193M added.
  • The largest Five Below seller in Q2 2019 was BlackRock, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2019.