Upbound Group
UPBD
214 hedge funds and large institutions have $1.42B invested in Upbound Group in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 69 reducing their positions, and 30 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 69
3% less funds holding
Funds holding: 220 → 214 (-6)
15% less capital invested
Capital invested by funds: $1.67B → $1.42B (-$258M)
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
70% less call options, than puts
Call options by funds: $1.74M | Put options by funds: $5.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAP
New Amsterdam Partners
New York
|
+$17.8M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$11.3M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
+$11.1M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$7.76M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$5.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.9M |
| 2 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$14.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.8M |
| 4 |
Two Sigma Investments
New York
|
-$9.3M |
| 5 |
Morgan Stanley
New York
|
-$8.22M |
UPBD Hedge Fund Activity: Q3 2015 in Review
214 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2015, worth a combined $1.42B — down 15% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of UPBD and 25 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 92 added.
The largest buyer was New Amsterdam Partners, opening a new position worth an estimated $17.8M. The largest seller was Wellington Management Group, cutting an estimated $20.9M.
- 214 institutional investors held Upbound Group (UPBD) as of Q3 2015, down from 220 in Q2 2015.
- Funds reported $1.42B of Upbound Group stock for Q3 2015, down 15% quarter-over-quarter.
- 25 funds opened new Upbound Group positions in Q3 2015 and 30 closed out, a net change of -5 holders.
- The largest Upbound Group buyer in Q3 2015 was New Amsterdam Partners, an estimated $17.8M added.
- The largest Upbound Group seller in Q3 2015 was Wellington Management Group, an estimated $20.9M sold.
Based on aggregated 13F filings for Q3 2015.