Upbound Group
UPBD
223 hedge funds and large institutions have $1.45B invested in Upbound Group in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 28 closing their positions.
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
18% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 71
6% more funds holding
Funds holding: 211 → 223 (+12)
1.23% more ownership
Funds ownership: 102.51% → 103.74% (+1.2%)
2% less capital invested
Capital invested by funds: $1.48B → $1.45B (-$23.9M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
67% less call options, than puts
Call options by funds: $16.2M | Put options by funds: $49.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.5M |
| 2 |
RA
Royce & Associates
New York
|
+$13.7M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$12M |
| 4 |
BlackRock
New York
|
+$11.6M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$23.1M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
-$21.6M |
| 3 |
Morgan Stanley
New York
|
-$18.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10.4M |
| 5 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
-$8.44M |
UPBD Hedge Fund Activity: Q3 2019 in Review
223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2019, worth a combined $1.45B — down 1.6% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new UPBD positions and 28 closed out — a net gain of 12 holders — while 84 added to existing stakes and 71 trimmed.
The largest buyer was Vanguard Group, adding an estimated $20.5M. The largest seller was SG Capital Management, exiting entirely with an estimated $23.1M sold.
- 223 institutional investors held Upbound Group (UPBD) as of Q3 2019, up from 211 in Q2 2019.
- Funds reported $1.45B of Upbound Group stock for Q3 2019, down 1.6% quarter-over-quarter.
- 40 funds opened new Upbound Group positions in Q3 2019 and 28 closed out, a net change of +12 holders.
- The largest Upbound Group buyer in Q3 2019 was Vanguard Group, an estimated $20.5M added.
- The largest Upbound Group seller in Q3 2019 was SG Capital Management, an estimated $23.1M sold.
Based on aggregated 13F filings for Q3 2019.