We are live on ! Find out more
UPBD icon

Upbound Group
UPBD

193 hedge funds and large institutions have $759M invested in Upbound Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12.98% more ownership

Funds ownership: 115.22% → 128.2% (+13%)

8% more capital invested

Capital invested by funds: $705M → $759M (+$53.6M)

3% more funds holding

Funds holding: 187 → 193 (+6)

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

58% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $160M

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
31
Increased
58
Reduced
71
Closed
25
Calls
$66.7M
Puts
$160M
Net Calls
-$93M
Net Calls Change
-$15.6M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$19.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.6M
3
AVC
Arlington Value Capital
Utah
+$10.9M
4
HCS
Harvest Capital Strategies
California
+$7.28M
5
State Street
State Street
Massachusetts
+$6.17M

Top Sellers

1
HCM
Highbridge Capital Management
New York
-$5.79M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$4.91M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.71M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$3.71M
5
NFA
Nationwide Fund Advisors
Ohio
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$6.34M -$170K -15,504 -3%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$6.2M -$1.04M -95,100 -15%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$6.19M – – –
SCM
29
SG Capital Management
Illinois
$6.15M +$6.06M +553,879 New
PPA
30
Parametric Portfolio Associates
Washington
$6.03M -$57.3K -5,232 -1%
MWNA
31
Marshall Wace North America
New York
$5.6M +$5.52M +504,294 New
AA
32
AQR Arbitrage
Connecticut
$5.54M +$424K +38,702 +8%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$5.41M -$58K -5,296 -1%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$5.29M +$863K +78,835 +20%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$5.06M +$98.9K +9,036 +2%
WIC
36
Water Island Capital
New York
$4.92M -$69.8K -6,380 -1%
Hudson Bay Capital Management
37
Hudson Bay Capital Management
Connecticut
$4.88M -$4.91M -448,751 -50%
Principal Financial Group
38
Principal Financial Group
Iowa
$4.43M -$33.4K -3,052 -0.8%
SIM
39
Spark Investment Management
New York
$4.33M +$686K +62,700 +19%
RA
40
Royce & Associates
New York
$4.3M -$328K -30,000 -7%
Citadel Advisors
41
Citadel Advisors
Florida
$4.2M +$4.14M +377,947 New
Ameriprise
42
Ameriprise
Minnesota
$4.07M -$1.54M -141,119 -28%
GCP
43
GSA Capital Partners
United Kingdom
$3.9M +$206K +18,798 +6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$3.88M -$265K -24,180 -6%
Axa
45
Axa
France
$3.84M +$1.13M +103,200 +43%
UCFA
46
United Capital Financial Advisors
Texas
$3.77M -$187K -17,094 -5%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$3.49M -$555K -50,689 -14%
KPF
48
K2 Principal Fund
Ontario, Canada
$3.25M +$3.2M +292,738 New
VCA
49
VIEX Capital Advisors
Florida
$2.84M +$2.8M +256,132 New
KCM
50
Kennedy Capital Management
Missouri
$2.77M +$2.74M +249,958 New
1
2
3 4 5

UPBD Hedge Fund Activity: Q4 2017 in Review

193 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2017, worth a combined $759M — up 7.6% from $705M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPBD positions and 25 closed out — a net gain of 6 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $19.2M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $5.79M sold.

  • 193 institutional investors held Upbound Group (UPBD) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $759M of Upbound Group stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 31 funds opened new Upbound Group positions in Q4 2017 and 25 closed out, a net change of +6 holders.
  • The largest Upbound Group buyer in Q4 2017 was Philadelphia Financial Management of San Francisco, an estimated $19.2M added.
  • The largest Upbound Group seller in Q4 2017 was Highbridge Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2017.