We are live on ! Find out more
UPBD icon

Upbound Group
UPBD

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

71% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 52

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more call options, than puts

Call options by funds: $946K | Put options by funds: $859K

6% more funds holding

Funds holding: 190 → 201 (+11)

20% less capital invested

Capital invested by funds: $845M → $673M (-$172M)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.78M
2
AL
AJO LP
Pennsylvania
+$8.22M
3
Morgan Stanley
Morgan Stanley
New York
+$7.47M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$7.18M
5
Charles Schwab
Charles Schwab
California
+$5.33M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.1M
2
PCM
Portolan Capital Management
Massachusetts
-$10.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.2M
4
Artisan Partners
Artisan Partners
Wisconsin
-$9.74M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$7.72M +$712K +52,914 +9%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$7.64M +$122K +9,028 +1%
AL
28
AJO LP
Pennsylvania
$7.5M +$8.22M +610,919 New
Invesco
29
Invesco
Georgia
$7.49M +$3.05M +226,798 +59%
Deutsche Bank
30
Deutsche Bank
Germany
$6.82M +$1.86M +138,187 +33%
Wells Fargo
31
Wells Fargo
California
$6.3M -$108K -8,007 -2%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$5.33M – – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$4.96M +$622K +46,200 +13%
Two Sigma Investments
34
Two Sigma Investments
New York
$4.74M -$457K -33,982 -8%
Principal Financial Group
35
Principal Financial Group
Iowa
$4.73M +$290K +21,548 +6%
Ameriprise
36
Ameriprise
Minnesota
$4.25M -$539K -40,056 -10%
Citadel Advisors
37
Citadel Advisors
Florida
$4.21M -$833K -61,851 -15%
NI
38
Numeric Investors
Massachusetts
$4.21M +$3.67M +272,598 +390%
GC
39
Guggenheim Capital
Illinois
$3.9M +$353K +26,196 +9%
FWSM
40
First Wilshire Securities Management
California
$3.84M -$75K -5,575 -2%
PCMF
41
Private Capital Management (Florida)
Florida
$3.79M -$494K -36,682 -11%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$3.61M +$946K +70,281 +31%
Renaissance Technologies
43
Renaissance Technologies
New York
$3.52M -$7.02M -521,394 -65%
GCP
44
GSA Capital Partners
United Kingdom
$3.47M +$806K +59,863 +27%
Goldman Sachs
45
Goldman Sachs
New York
$3.38M +$1.13M +84,155 +44%
PPA
46
Parametric Portfolio Associates
Washington
$3.31M +$407K +30,263 +13%
TCIM
47
TIAA CREF Investment Management
New York
$3.3M +$65.1K +4,839 +2%
JP Morgan Chase
48
JP Morgan Chase
New York
$3.22M +$3.52M +261,772 +96,953%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$3.21M +$204K +15,133 +6%
UCFA
50
United Capital Financial Advisors
Texas
$3.03M +$204K +15,143 +6%
1
2
3 4 5

UPBD Hedge Fund Activity: Q2 2016 in Review

201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2016, worth a combined $673M — down 20% from $845M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UPBD positions and 25 closed out — a net gain of 12 holders — while 89 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.78M. The largest seller was Wellington Management Group, cutting an estimated $16.1M.

  • 201 institutional investors held Upbound Group (UPBD) as of Q2 2016, up from 190 in Q1 2016.
  • Funds reported $673M of Upbound Group stock for Q2 2016, down 20% quarter-over-quarter.
  • 37 funds opened new Upbound Group positions in Q2 2016 and 25 closed out, a net change of +12 holders.
  • The largest Upbound Group buyer in Q2 2016 was Vanguard Group, an estimated $9.78M added.
  • The largest Upbound Group seller in Q2 2016 was Wellington Management Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.