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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
SO
101
STRS Ohio
Ohio
$1.63M -$57.8K -1,500 -3%
Barclays
102
Barclays
United Kingdom
$1.61M +$21.3K +553 +1%
Jane Street
103
Jane Street
New York
$1.59M +$1.61M +41,820 New
ASRS
104
Arizona State Retirement System
Arizona
$1.58M -$162K -4,200 -9%
SIC
105
Schwartz Investment Counsel
Michigan
$1.51M
BG
106
BlackRock Group
United Kingdom
$1.51M +$432K +11,203 +39%
ProShare Advisors
107
ProShare Advisors
Maryland
$1.48M -$112K -2,898 -7%
GH
108
GAM Holding
Switzerland
$1.46M +$1.48M +38,415 New
VOYA Investment Management
109
VOYA Investment Management
Georgia
$1.38M
N
110
Nuveen
North Carolina
$1.32M -$1.77K -46 -0.1%
KBC Group
111
KBC Group
Belgium
$1.32M +$1.1M +28,642 +484%
BC
112
Burney Company
Virginia
$1.29M -$24.4K -634 -2%
Bank of America
113
Bank of America
North Carolina
$1.24M -$506K -13,123 -29%
BA
114
BlackRock Advisors
Delaware
$1.22M -$83.1K -2,157 -6%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$1.17M -$57.8K -1,500 -5%
PP
116
PDT Partners
New York
$1.15M +$1.16M +30,179 New
SI
117
Scout Investments
Missouri
$1.13M -$42.4K -1,100 -4%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M
UBS AM
119
UBS AM
Illinois
$991K
RA
120
Rational Advisors
New York
$985K
MFIMFI
121
Mesirow Financial Investment Management - Fixed Income
Illinois
$978K -$13.8K -359 -1%
MAM
122
Martingale Asset Management
Massachusetts
$973K
GC
123
Guggenheim Capital
Illinois
$962K -$3.53M -91,572 -78%
SOMRS
124
State of Michigan Retirement System
Michigan
$949K -$65.5K -1,700 -6%
ZCM
125
Zebra Capital Management
Connecticut
$932K +$468K +12,143 +99%

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.