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Five Below

481 hedge funds and large institutions have $10.4B invested in Five Below in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 167 increasing their positions, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+56
Holders Change %
+13.18%
% of All Funds
7.76%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.34%
New
103
Increased
167
Reduced
155
Closed
42
Calls
$256M
Puts
$315M
Net Calls
-$59M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
401
Cornerstone Planning Group
New Jersey
$48.5K +$48.5K +267 New
CS
402
Comerica Securities
Michigan
$47.6K +$47.6K +269 New
PTC
403
Private Trust Company
Ohio
$43K
Rockefeller Capital Management
404
Rockefeller Capital Management
New York
$41K -$2.45K -14 -6%
CFO
405
CVA Family Office
Colorado
$30.1K
BFEC
406
Benjamin F. Edwards & Company
Missouri
$29K -$20.2K -115 -41%
TWM
407
Tradition Wealth Management
Minnesota
$28K
GRP
408
Global Retirement Partners
California
$25.6K -$177 -1 -0.7%
UB
409
UMB Bank
Missouri
$24K -$133K -750 -85%
SOW
410
State of Wyoming
Wyoming
$23.7K -$177 -1 -0.7%
RBC
411
Roble Belko & Company
Pennsylvania
$21K
RTC
412
Riverview Trust Company
Washington
$20K
CT
413
Colonial Trust
South Carolina
$19K +$19K +107 New
TCOV
414
Trust Company of Vermont
Vermont
$18.9K
LF
415
Lee Financial
Texas
$18.6K
SSB
416
Sandy Spring Bank
Maryland
$18.6K +$1.77K +10 +11%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$18K +$519 +3 +3%
IA
418
IFP Advisors
Florida
$17K -$4.56K -52 -21%
PA
419
Parallel Advisors
California
$16.6K +$707 +4 +4%
FRA
420
Front Row Advisors
California
$16K +$719 +4 +5%
CT
421
Cambridge Trust
Massachusetts
$16K +$7.83K +45 +96%
WBC
422
West Branch Capital
Massachusetts
$13.3K
HNWAG
423
High Net Worth Advisory Group
Florida
$12.4K
AFS
424
Annapolis Financial Services
Maryland
$11.9K -$6.72K -38 -36%
AWM
425
Atticus Wealth Management
Florida
$11.7K -$11.3K -64 -49%