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Upbound Group
UPBD

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

71% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 52

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more call options, than puts

Call options by funds: $946K | Put options by funds: $859K

6% more funds holding

Funds holding: 190 → 201 (+11)

20% less capital invested

Capital invested by funds: $845M → $673M (-$172M)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.78M
2
AL
AJO LP
Pennsylvania
+$8.22M
3
Morgan Stanley
Morgan Stanley
New York
+$7.47M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$7.18M
5
Charles Schwab
Charles Schwab
California
+$5.33M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.1M
2
PCM
Portolan Capital Management
Massachusetts
-$10.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.2M
4
Artisan Partners
Artisan Partners
Wisconsin
-$9.74M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Stevens Capital Management
Pennsylvania
$704K +$772K +57,338 New
Comerica Bank
102
Comerica Bank
Texas
$671K -$28.2K -2,098 -4%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$604K +$375K +27,890 +131%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$602K +$83.7K +6,220 +15%
Citigroup
105
Citigroup
New York
$568K -$437K -32,469 -41%
QIM
106
Quantitative Investment Management
Virginia
$564K +$463K +34,400 +297%
SCM
107
Sterling Capital Management
North Carolina
$546K +$599K +44,473 New
UBS AM
108
UBS AM
Illinois
$541K – – –
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$533K -$9.18K -682 -2%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$530K – – –
Bank of America
111
Bank of America
North Carolina
$520K -$1.24M -92,360 -69%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$519K +$523K +38,869 +1,135%
EMG
113
Ellington Management Group
Connecticut
$515K +$233K +17,300 +70%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$510K +$101K +7,500 +22%
MLM
115
Mount Lucas Management
Pennsylvania
$507K -$701K -52,048 -56%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$507K – – –
TPSF
117
Texas Permanent School Fund
Texas
$499K -$25.2K -1,869 -4%
AIG
118
American International Group
New York
$477K -$34.8K -2,586 -6%
ZIM
119
Zacks Investment Management
Illinois
$476K +$522K +38,764 New
PH
120
Pinnacle Holdings
Oklahoma
$468K +$17.6K +1,305 +4%
MAM
121
Meeder Asset Management
Ohio
$465K -$337 -25 -0.1%
RCM
122
Riverhead Capital Management
Delaware
$462K +$178K +13,244 +100%
Public Sector Pension Investment Board (PSP Investments)
123
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$460K – – –
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$445K +$14.1K +1,047 +3%
KCM
125
Key Colony Management
Arkansas
$424K +$465K +34,528 New
3 4
5
6 7

UPBD Hedge Fund Activity: Q2 2016 in Review

201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2016, worth a combined $673M — down 20% from $845M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UPBD positions and 25 closed out — a net gain of 12 holders — while 89 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.78M. The largest seller was Wellington Management Group, cutting an estimated $16.1M.

  • 201 institutional investors held Upbound Group (UPBD) as of Q2 2016, up from 190 in Q1 2016.
  • Funds reported $673M of Upbound Group stock for Q2 2016, down 20% quarter-over-quarter.
  • 37 funds opened new Upbound Group positions in Q2 2016 and 25 closed out, a net change of +12 holders.
  • The largest Upbound Group buyer in Q2 2016 was Vanguard Group, an estimated $9.78M added.
  • The largest Upbound Group seller in Q2 2016 was Wellington Management Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.