Upbound Group
UPBD
220 hedge funds and large institutions have $1.67B invested in Upbound Group in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 10 closing their positions.
330% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 10
17% more funds holding
Funds holding: 188 → 220 (+32)
15% more capital invested
Capital invested by funds: $1.46B → $1.67B (+$212M)
13% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 72
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
43% less call options, than puts
Call options by funds: $12.8M | Put options by funds: $22.3M
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$84.7M |
| 2 |
Neuberger Berman Group
New York
|
+$18.2M |
| 3 |
Millennium Management
New York
|
+$16.5M |
| 4 |
LCM
Lomas Capital Management
New York
|
+$13.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$12.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Allianz Asset Management
Munich,
Germany
| – | -$499K | -18,200 | Closed |
|
227
Creative Planning
Overland Park,
Kansas
| – | -$92K | -3,355 | Closed |
|
228
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$6K | -218 | Closed |
|
|
CGT
229
Capital Guardian Trust
Los Angeles,
California
| – | -$6K | -208 | Closed |
|
|
EFSCE
230
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -19 | Closed |
|
UPBD Hedge Fund Activity: Q2 2015 in Review
220 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2015, worth a combined $1.67B — up 15% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new UPBD positions and 10 closed out — a net gain of 33 holders — while 81 added to existing stakes and 72 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $84.7M. The largest seller was Fidelity Investments, cutting an estimated $19.7M.
- 220 institutional investors held Upbound Group (UPBD) as of Q2 2015, up from 188 in Q1 2015.
- Funds reported $1.67B of Upbound Group stock for Q2 2015, up 15% quarter-over-quarter.
- 43 funds opened new Upbound Group positions in Q2 2015 and 10 closed out, a net change of +33 holders.
- The largest Upbound Group buyer in Q2 2015 was Wellington Management Group, an estimated $84.7M added.
- The largest Upbound Group seller in Q2 2015 was Fidelity Investments, an estimated $19.7M sold.
Based on aggregated 13F filings for Q2 2015.