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Upbound Group

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $813K

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

6% more funds holding

Funds holding: 192204 (+12)

15% less capital invested

Capital invested by funds: $2.33B → $1.97B (-$358M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
CNA Financial
Illinois
$2.46M +$187K +5,400 +8%
KSC
77
Kendall Square Capital
California
$2.42M +$2.52M +72,745 New
TA
78
Teachers Advisors
New York
$2.42M -$49.8K -1,440 -2%
LMGAM
79
Liberty Mutual Group Asset Management
Massachusetts
$2.3M +$72.7K +2,100 +3%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$2.18M
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$2.15M -$1.41M -40,864 -39%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$2.11M
BP
83
Banyan Partners
Florida
$2.04M -$434K -12,532 -17%
GC
84
Guggenheim Capital
Illinois
$2.02M +$1.22M +35,218 +139%
JP Morgan Chase
85
JP Morgan Chase
New York
$1.99M -$3.89M -112,268 -65%
TPSF
86
Texas Permanent School Fund
Texas
$1.88M -$7.58K -219 -0.4%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.83M -$2.47M -71,399 -57%
Comerica Bank
88
Comerica Bank
Texas
$1.82M -$270K -7,808 -12%
Citigroup
89
Citigroup
New York
$1.78M +$1.15M +33,194 +165%
PP
90
Paloma Partners
Connecticut
$1.77M +$1.49M +43,108 +432%
WSFS
91
Wilmington Savings Fund Society
Delaware
$1.75M +$109K +3,156 +6%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$1.71M +$93.7K +2,706 +6%
PP
93
PDT Partners
New York
$1.71M +$729K +21,056 +70%
Swiss National Bank
94
Swiss National Bank
Switzerland
$1.69M -$55.4K -1,600 -3%
Barclays
95
Barclays
United Kingdom
$1.6M +$210K +6,075 +14%
ZCM
96
Zebra Capital Management
Connecticut
$1.5M +$715K +20,642 +84%
RFC
97
Russell Frank Company
Washington
$1.47M -$895K -25,858 -33%
ProShare Advisors
98
ProShare Advisors
Maryland
$1.43M +$139K +4,005 +10%
WS
99
Wedbush Securities
California
$1.34M -$165K -4,766 -11%
SIC
100
Schwartz Investment Counsel
Michigan
$1.32M