Five Below
FIVE
457 hedge funds and large institutions have $11.5B invested in Five Below in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 162 increasing their positions, 155 reducing their positions, and 56 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
46% more call options, than puts
Call options by funds: $238M | Put options by funds: $163M
27% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 56
18% more capital invested
Capital invested by funds: $9.74B → $11.5B (+$1.74B)
2% more funds holding
Funds holding: 449 → 457 (+8)
5% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 155
0.85% more ownership
Funds ownership: 98.39% → 99.24% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$134M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$98.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$96.3M |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$85.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$72.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$103M |
| 2 |
Millennium Management
New York
|
-$72.5M |
| 3 |
AC
Armistice Capital
New York
|
-$67.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$64.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$62.5M |
FIVE Hedge Fund Activity: Q4 2021 in Review
457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q4 2021, worth a combined $11.5B — up 18% from $9.74B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new FIVE positions and 56 closed out — a net gain of 15 holders — while 162 added to existing stakes and 155 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $134M. The largest seller was Wells Fargo, cutting an estimated $103M.
- 457 institutional investors held Five Below (FIVE) as of Q4 2021, up from 449 in Q3 2021.
- Funds reported $11.5B of Five Below stock for Q4 2021, up 18% quarter-over-quarter.
- 71 funds opened new Five Below positions in Q4 2021 and 56 closed out, a net change of +15 holders.
- The largest Five Below buyer in Q4 2021 was 1832 Asset Management, an estimated $134M added.
- The largest Five Below seller in Q4 2021 was Wells Fargo, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2021.