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Upbound Group
UPBD

166 hedge funds and large institutions have $755M invested in Upbound Group in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $560M → $755M (+$195M)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

9% less funds holding

Funds holding: 182 → 166 (-16)

25.6% less ownership

Funds ownership: 121.58% → 95.98% (-26%)

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

45% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $60.2M

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
166
Holders Change
-16
Holders Change %
-8.79%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
38
Increased
52
Reduced
56
Closed
53
Calls
$33.1M
Puts
$60.2M
Net Calls
-$27M
Net Calls Change
+$730K

Top Buyers

1
MWNA
Marshall Wace North America
New York
+$21.7M
2
CCM
Chicago Capital Management
Illinois
+$11.2M
3
Man Group
Man Group
United Kingdom
+$8.56M
4
AA
AQR Arbitrage
Connecticut
+$8.56M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$6.4M

Top Sellers

1
AVC
Arlington Value Capital
Utah
-$43.8M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$26.8M
3
VCA
VIEX Capital Advisors
Florida
-$15.8M
4
FCM
Frontier Capital Management
Massachusetts
-$13.3M
5
ACM
Archer Capital Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$6.45M +$4.39M +405,286 +1,229%
Principal Financial Group
27
Principal Financial Group
Iowa
$6.13M +$72.9K +6,727 +2%
PWPCM
28
Perella Weinberg Partners Capital Management
New York
$5.97M +$4.39M +405,378 New
Norges Bank
29
Norges Bank
Norway
$5.83M -$5.33M -491,613 -55%
CS
30
Credit Suisse
Switzerland
$5.7M +$2.16M +198,842 +106%
EGM
31
Engineers Gate Manager
New York
$5.08M +$3.74M +344,827 New
LP
32
LMR Partners
United Kingdom
$4.99M +$3.68M +339,213 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$4.71M +$975K +89,939 +39%
TCIM
34
TIAA CREF Investment Management
New York
$4.59M +$2.28M +210,021 +206%
Ameriprise
35
Ameriprise
Minnesota
$4.31M -$315K -29,027 -9%
Invesco
36
Invesco
Georgia
$4.3M -$2.37M -218,493 -43%
O
37
OppenheimerFunds
New York
$4.19M +$1.1M +101,271 +55%
Capstone Investment Advisors
38
Capstone Investment Advisors
New York
$3.77M +$2.78M +256,096 New
Bank of America
39
Bank of America
North Carolina
$3.18M +$1.67M +154,135 +249%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$3.17M -$3.64M -335,800 -61%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$3.11M -$1.26M -116,352 -36%
Walleye Trading
42
Walleye Trading
New York
$2.99M +$1.49M +137,015 +208%
OTPPB
43
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.94M +$2.17M +200,000 New
WAM
44
Wolverine Asset Management
Illinois
$2.91M +$2.14M +197,819 New
EMPI
45
Elo Mutual Pension Insurance
Finland
$2.79M +$2.05M +189,165 New
GCP
46
GSA Capital Partners
United Kingdom
$2.65M +$61.6K +5,680 +3%
EAM
47
Exane Asset Management
France
$2.62M +$1.93M +177,789 New
Barclays
48
Barclays
United Kingdom
$2.56M +$1.22M +112,137 +181%
Citigroup
49
Citigroup
New York
$2.55M +$1.28M +118,067 +215%
PCI
50
Pacifica Capital Investments
Texas
$2.29M +$1.68M +155,390 New
1
2
3 4 5

UPBD Hedge Fund Activity: Q2 2018 in Review

166 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2018, worth a combined $755M — up 35% from $560M a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of UPBD and 38 opened new positions — a net loss of 15 holders — while 56 trimmed existing stakes and 52 added.

The largest buyer was Marshall Wace North America, opening a new position worth an estimated $21.7M. The largest seller was Arlington Value Capital, cutting an estimated $43.8M.

  • 166 institutional investors held Upbound Group (UPBD) as of Q2 2018, down from 182 in Q1 2018.
  • Funds reported $755M of Upbound Group stock for Q2 2018, up 35% quarter-over-quarter.
  • 38 funds opened new Upbound Group positions in Q2 2018 and 53 closed out, a net change of -15 holders.
  • The largest Upbound Group buyer in Q2 2018 was Marshall Wace North America, an estimated $21.7M added.
  • The largest Upbound Group seller in Q2 2018 was Arlington Value Capital, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2018.