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Upbound Group

192 hedge funds and large institutions have $2.33B invested in Upbound Group in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $2.35B → $2.33B (-$19.5M)

2% less funds holding

Funds holding: 196192 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

36% less call options, than puts

Call options by funds: $575K | Put options by funds: $892K

56% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 106

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
12
Increased
47
Reduced
106
Closed
14
Calls
$575K
Puts
$892K
Net Calls
-$317K
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$20.4M -$2.93M -75,910 -12%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$20M -$4.61M -119,513 -19%
Norges Bank
28
Norges Bank
Norway
$19.8M
Federated Hermes
29
Federated Hermes
Pennsylvania
$14.9M +$228K +5,904 +2%
Victory Capital Management
30
Victory Capital Management
Texas
$13.9M +$14M +364,109 New
OCG
31
Opus Capital Group
Ohio
$13.8M +$86.4K +2,242 +0.6%
IB
32
Intrust Bank
Kansas
$13.7M -$96.3K -2,499 -0.7%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$12.2M -$407K -10,564 -3%
BIM
34
BlackRock Investment Management
Delaware
$12.1M -$366K -9,488 -3%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$11.7M -$45.9K -1,190 -0.4%
VNIM
36
Vaughan Nelson Investment Management
Texas
$11.1M +$417K +10,825 +4%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$10.7M +$1.1M +28,600 +11%
Axa
38
Axa
France
$10.4M -$293K -7,600 -3%
Citadel Advisors
39
Citadel Advisors
Florida
$9.69M +$3.71M +96,180 +61%
KCM
40
Kennedy Capital Management
Missouri
$9.56M -$7.37M -191,095 -43%
Adage Capital Partners
41
Adage Capital Partners
Massachusetts
$9.53M -$13.5M -350,000 -58%
TCIM
42
TIAA CREF Investment Management
New York
$9.47M -$1.17M -30,326 -11%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$9.43M -$202K -5,247 -2%
SC
44
Skylands Capital
Wisconsin
$9.32M -$2.33M -60,375 -20%
MOACM
45
Mutual of America Capital Management
New York
$8.96M +$29.8K +774 +0.3%
Goldman Sachs
46
Goldman Sachs
New York
$8.49M +$1.46M +37,889 +21%
Canada Life
47
Canada Life
Manitoba, Canada
$8.21M +$771K +19,995 +10%
MC
48
MIG Capital
California
$8.11M
Wells Fargo
49
Wells Fargo
California
$7.95M -$268K -6,965 -3%
MNA
50
Manning & Napier Advisors
New York
$7.12M -$508K -13,170 -7%

UPBD Hedge Fund Activity: Q3 2013 in Review

192 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2013, worth a combined $2.33B — down 0.83% from $2.35B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UPBD and 12 opened new positions — a net loss of 2 holders — while 106 trimmed existing stakes and 47 added.

The largest buyer was Wellington Management Group, adding an estimated $43.5M. The largest seller was Schroder Investment Management Group, cutting an estimated $27.7M.

  • 192 institutional investors held Upbound Group (UPBD) as of Q3 2013, down from 196 in Q2 2013.
  • Funds reported $2.33B of Upbound Group stock for Q3 2013, down 0.83% quarter-over-quarter.
  • 12 funds opened new Upbound Group positions in Q3 2013 and 14 closed out, a net change of -2 holders.
  • The largest Upbound Group buyer in Q3 2013 was Wellington Management Group, an estimated $43.5M added.
  • The largest Upbound Group seller in Q3 2013 was Schroder Investment Management Group, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2013.