Five Below
FIVE
442 hedge funds and large institutions have $6.69B invested in Five Below in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 41 closing their positions.
102% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 41
23% more capital invested
Capital invested by funds: $5.43B → $6.69B (+$1.26B)
10% more funds holding
Funds holding: 403 → 442 (+39)
1.13% more ownership
Funds ownership: 95.69% → 96.82% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
4% less call options, than puts
Call options by funds: $118M | Put options by funds: $123M
5% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 154
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 2 |
Two Sigma Investments
New York
|
+$67.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$58M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$40.1M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$69.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$36.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$31.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$30.6M |
| 5 |
CCI
Columbus Circle Investors
|
-$30.1M |
FIVE Hedge Fund Activity: Q1 2019 in Review
442 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q1 2019, worth a combined $6.69B — up 23% from $5.43B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new FIVE positions and 41 closed out — a net gain of 42 holders — while 146 added to existing stakes and 154 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was Citadel Advisors, cutting an estimated $69.5M.
- 442 institutional investors held Five Below (FIVE) as of Q1 2019, up from 403 in Q4 2018.
- Funds reported $6.69B of Five Below stock for Q1 2019, up 23% quarter-over-quarter.
- 83 funds opened new Five Below positions in Q1 2019 and 41 closed out, a net change of +42 holders.
- The largest Five Below buyer in Q1 2019 was Fidelity Investments, an estimated $147M added.
- The largest Five Below seller in Q1 2019 was Citadel Advisors, an estimated $69.5M sold.
Based on aggregated 13F filings for Q1 2019.