Five Below
FIVE
448 hedge funds and large institutions have $8.61B invested in Five Below in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 68 closing their positions.
2% more call options, than puts
Call options by funds: $257M | Put options by funds: $252M
3% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 163
7% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 68
2% less funds holding
Funds holding: 457 → 448 (-9)
2.04% less ownership
Funds ownership: 99.24% → 97.2% (-2%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
25% less capital invested
Capital invested by funds: $11.5B → $8.61B (-$2.87B)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$169M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$80M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$78.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$65.9M |
| 5 |
AC
Armistice Capital
New York
|
+$60.3M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$457M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$140M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$99.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$54.8M |
| 5 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$51.2M |
FIVE Hedge Fund Activity: Q1 2022 in Review
448 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q1 2022, worth a combined $8.61B — down 25% from $11.5B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of FIVE and 63 opened new positions — a net loss of 5 holders — while 163 trimmed existing stakes and 158 added.
The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was Wellington Management Group, cutting an estimated $457M.
- 448 institutional investors held Five Below (FIVE) as of Q1 2022, down from 457 in Q4 2021.
- Funds reported $8.61B of Five Below stock for Q1 2022, down 25% quarter-over-quarter.
- 63 funds opened new Five Below positions in Q1 2022 and 68 closed out, a net change of -5 holders.
- The largest Five Below buyer in Q1 2022 was Fidelity Investments, an estimated $169M added.
- The largest Five Below seller in Q1 2022 was Wellington Management Group, an estimated $457M sold.
Based on aggregated 13F filings for Q1 2022.