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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $1.57B invested in Upbound Group in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-21
Holders Change %
-10.29%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
70
Reduced
69
Closed
44
Calls
$3.16M
Puts
$7.2M
Net Calls
-$4.04M
Net Calls Change
-$5.21M

Top Buyers

1
FPA
First Pacific Advisors
California
$26.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$152M
3
Pzena Investment Management
Pzena Investment Management
New York
$40.8M
4
HCM
Huber Capital Management
California
$52M
5
BIP
Brandes Investment Partners
California
$15.5M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$484K
2
Macquarie Group
Macquarie Group
Australia
$0
3
JIR
James Investment Research
Ohio
$13K
4
OCG
Opus Capital Group
Ohio
$0
5
VNIM
Vaughan Nelson Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$13.9M – – –
KIM
27
Kestrel Investment Management
California
$13.8M -$252K -9,475 -2%
Ameriprise
28
Ameriprise
Minnesota
$12.6M -$979K -36,797 -7%
IB
29
Intrust Bank
Kansas
$9.97M +$319K +12,003 +3%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$9.77M +$420K +15,575 +4%
PCMF
31
Private Capital Management (Florida)
Florida
$9.63M +$3.82M +143,740 +66%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$9.14M +$241K +9,063 +3%
MC
33
MIG Capital
California
$8.67M +$1.78M +67,000 +26%
BIM
34
BlackRock Investment Management
Delaware
$8.21M -$74.2K -2,789 -0.9%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$7.69M +$539K +20,249 +8%
Federated Hermes
36
Federated Hermes
Pennsylvania
$6.66M -$653K -24,568 -9%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$6.53M -$1.12M -42,239 -15%
TCIM
38
TIAA CREF Investment Management
New York
$6.44M -$155K -5,840 -2%
Prudential Financial
39
Prudential Financial
New Jersey
$6.33M +$1.97M +73,900 +45%
Goldman Sachs
40
Goldman Sachs
New York
$5.98M +$266K +10,005 +5%
Wells Fargo
41
Wells Fargo
California
$5.36M -$53.5K -2,011 -1%
B
42
Barings
North Carolina
$5.16M +$5.16M +193,982 New
Charles Schwab
43
Charles Schwab
California
$4.78M +$361K +13,558 +8%
CAM
44
Cubic Asset Management
Massachusetts
$4.46M -$240K -9,025 -5%
SC
45
Skylands Capital
Wisconsin
$4.34M -$2.82M -106,104 -39%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.15M +$804K +30,240 +24%
First Trust Advisors
47
First Trust Advisors
Illinois
$4.09M -$1.08M -40,452 -21%
IMIM
48
Irving Magee Investment Management
Pennsylvania
$3.94M – – –
MOACM
49
Mutual of America Capital Management
New York
$3.85M -$2.25M -84,700 -37%
AIG
50
American International Group
New York
$3.8M -$17.3K -651 -0.5%
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