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Five Below

174 hedge funds and large institutions have $2.47B invested in Five Below in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $40.8M | Put options by funds: $16.2M

10% more capital invested

Capital invested by funds: $2.25B → $2.47B (+$225M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% more funds holding

Funds holding: 173174 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
4.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
31
Increased
62
Reduced
65
Closed
30
Calls
$40.8M
Puts
$16.2M
Net Calls
+$24.6M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$197M +$23.8M +656,300 +15%
Wells Fargo
2
Wells Fargo
California
$145M -$8.05M -221,547 -6%
Goldman Sachs
3
Goldman Sachs
New York
$137M -$3.02M -83,026 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$135M +$8.88M +244,393 +8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$133M +$2.17M +59,870 +2%
Morgan Stanley
6
Morgan Stanley
New York
$97.6M +$27.7M +763,644 +45%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$88.8M -$81.1M -2,232,730 -50%
Capital Research Global Investors
8
Capital Research Global Investors
California
$71.7M
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$67.3M -$6.25M -172,018 -9%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$66.1M +$17.5M +482,497 +41%
RP
11
Riverbridge Partners
Minnesota
$60.5M -$4.05M -111,388 -7%
ACH
12
ArrowMark Colorado Holdings
Colorado
$54.2M +$9.16M +252,329 +23%
BFA
13
BlackRock Fund Advisors
California
$51.9M -$3.03M -83,451 -6%
BIT
14
BlackRock Institutional Trust
California
$50.7M -$2.73M -75,063 -6%
State Street
15
State Street
Massachusetts
$46.9M -$2.78M -76,453 -6%
TCM
16
TimesSquare Capital Management
New York
$45.4M -$777K -21,400 -2%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$43.8M +$13M +358,731 +48%
Invesco
18
Invesco
Georgia
$41.3M -$469K -12,926 -1%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$40.1M -$4.19M -115,240 -10%
Franklin Resources
20
Franklin Resources
California
$36.9M +$33.9M +933,532 New
CCM
21
Crestwood Capital Management
New York
$36M -$922K -25,400 -3%
GIM
22
Granahan Investment Management
Massachusetts
$35.9M
Northern Trust
23
Northern Trust
Illinois
$35.2M +$499K +13,734 +2%
CCI
24
Columbus Circle Investors
$34.2M +$31.4M +864,331 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$32.6M -$573K -15,773 -2%

FIVE Hedge Fund Activity: Q2 2015 in Review

174 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q2 2015, worth a combined $2.47B — up 10% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FIVE positions and 30 closed out — a net gain of 1 holder — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $33.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $81.1M.

  • 174 institutional investors held Five Below (FIVE) as of Q2 2015, up from 173 in Q1 2015.
  • Funds reported $2.47B of Five Below stock for Q2 2015, up 10% quarter-over-quarter.
  • 31 funds opened new Five Below positions in Q2 2015 and 30 closed out, a net change of +1 holder.
  • The largest Five Below buyer in Q2 2015 was Franklin Resources, an estimated $33.9M added.
  • The largest Five Below seller in Q2 2015 was T. Rowe Price Associates, an estimated $81.1M sold.

Based on aggregated 13F filings for Q2 2015.