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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
First Trust Advisors
51
First Trust Advisors
Illinois
$6.75M +$311K +8,070 +5%
JP Morgan Chase
52
JP Morgan Chase
New York
$6.55M -$1.57M -40,640 -19%
CAM
53
Cubic Asset Management
Massachusetts
$6.35M -$32.8K -850 -0.5%
Charles Schwab
54
Charles Schwab
California
$6.05M -$86.3K -2,238 -1%
Morgan Stanley
55
Morgan Stanley
New York
$5.71M -$1.75M -45,431 -23%
AIG
56
American International Group
New York
$5.7M -$438K -11,367 -7%
IMIM
57
Irving Magee Investment Management
Pennsylvania
$5.64M
BRCA
58
Birch Run Capital Advisors
Texas
$5.64M
NFA
59
Nationwide Fund Advisors
Ohio
$5.59M -$171K -4,430 -3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$5.19M -$167K -4,331 -3%
Principal Financial Group
61
Principal Financial Group
Iowa
$5.13M -$269K -6,967 -5%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.81M -$42.4K -1,099 -0.9%
AllianceBernstein
63
AllianceBernstein
Tennessee
$4.77M -$166K -4,300 -3%
NI
64
NFC Investments
Tennessee
$4.73M -$84.8K -2,200 -2%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$4.52M -$112K -2,900 -2%
MAA
66
Managed Account Advisors
New Jersey
$4.47M -$368K -9,548 -8%
USAA
67
United Services Automobile Association
Texas
$4.31M -$887K -23,000 -17%
QBFM
68
QS Batterymarch Financial Management
New York
$4.21M
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$4.01M +$4.06M +105,334 New
PPA
70
Parametric Portfolio Associates
Washington
$3.92M -$48K -1,245 -1%
CS
71
Credit Suisse
Switzerland
$3.85M +$773K +20,062 +25%
NA
72
NS Advisors
Connecticut
$3.7M -$4.42M -114,793 -54%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.66M -$184K -4,765 -5%
NTCOC
74
Northern Trust Company of Connecticut
Connecticut
$3.61M -$400K -10,365 -10%
Deutsche Bank
75
Deutsche Bank
Germany
$3.6M -$771K -20,014 -17%

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.