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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
RA
76
Royce & Associates
New York
$3.43M +$73.2K +1,900 +2%
B
77
Baird
Wisconsin
$3.35M +$50K +1,296 +1%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$3.24M +$95.7K +2,483 +3%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$3.22M -$229K -5,948 -7%
RFC
80
Russell Frank Company
Washington
$2.97M -$427K -11,087 -12%
PC
81
PointState Capital
New York
$2.97M -$2.78M -72,120 -48%
American Century Companies
82
American Century Companies
Missouri
$2.87M +$2.9M +75,260 New
TA
83
Teachers Advisors
New York
$2.82M -$147K -3,817 -5%
BP
84
Banyan Partners
Florida
$2.81M +$598K +15,506 +27%
CF
85
CNA Financial
Illinois
$2.6M -$12.5K -325 -0.5%
LMGAM
86
Liberty Mutual Group Asset Management
Massachusetts
$2.54M +$1.37M +35,445 +113%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$2.49M -$213K -5,523 -8%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$2.41M +$2.44M +63,200 New
Comerica Bank
89
Comerica Bank
Texas
$2.38M -$572K -14,829 -19%
AQR Capital Management
90
AQR Capital Management
Connecticut
$2.28M +$216K +5,607 +10%
PCM
91
Portolan Capital Management
Massachusetts
$2.18M -$569K -14,774 -20%
TPSF
92
Texas Permanent School Fund
Texas
$2.15M -$321K -8,315 -13%
Prudential Financial
93
Prudential Financial
New Jersey
$2.11M -$1M -25,960 -32%
Swiss National Bank
94
Swiss National Bank
Switzerland
$2M -$208K -5,400 -9%
Westfield Capital Management
95
Westfield Capital Management
Massachusetts
$1.95M -$19.2M -497,849 -91%
WSFS
96
Wilmington Savings Fund Society
Delaware
$1.88M +$34.2K +887 +2%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$1.86M -$338K -8,773 -15%
SG Americas Securities
98
SG Americas Securities
New York
$1.73M +$1.38M +35,753 +374%
WS
99
Wedbush Securities
California
$1.71M -$13K -337 -0.7%
Invesco
100
Invesco
Georgia
$1.66M +$942K +24,435 +128%

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.