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Upbound Group
UPBD

193 hedge funds and large institutions have $759M invested in Upbound Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12.98% more ownership

Funds ownership: 115.22% → 128.2% (+13%)

8% more capital invested

Capital invested by funds: $705M → $759M (+$53.6M)

3% more funds holding

Funds holding: 187 → 193 (+6)

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

58% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $160M

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
31
Increased
58
Reduced
71
Closed
25
Calls
$66.7M
Puts
$160M
Net Calls
-$93M
Net Calls Change
-$15.6M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$19.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.6M
3
AVC
Arlington Value Capital
Utah
+$10.9M
4
HCS
Harvest Capital Strategies
California
+$7.28M
5
State Street
State Street
Massachusetts
+$6.17M

Top Sellers

1
HCM
Highbridge Capital Management
New York
-$5.79M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$4.91M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.71M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$3.71M
5
NFA
Nationwide Fund Advisors
Ohio
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
101
Investors Research Corp
Georgia
$493K +$486K +44,375 New
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$481K – – –
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$479K -$51.4K -4,696 -10%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$476K – – –
Creative Planning
105
Creative Planning
Kansas
$468K -$11.8K -1,075 -2%
Jane Street
106
Jane Street
New York
$462K +$201K +18,376 +79%
SRAM
107
Stone Ridge Asset Management
New York
$460K +$454K +41,485 New
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$455K +$255K +23,283 +131%
M&T Bank
109
M&T Bank
New York
$446K +$440K +40,163 New
AllianceBernstein
110
AllianceBernstein
Tennessee
$418K -$277K -25,300 -40%
TPSF
111
Texas Permanent School Fund
Texas
$400K -$31.5K -2,876 -7%
AIG
112
American International Group
New York
$392K +$1.51K +138 +0.4%
CM
113
Caption Management
Oklahoma
$388K +$383K +35,000 New
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$376K +$2.58K +236 +0.7%
Public Sector Pension Investment Board (PSP Investments)
115
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$374K – – –
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$370K +$7.2K +658 +2%
Tudor Investment Corp
117
Tudor Investment Corp
Connecticut
$367K -$687K -62,766 -66%
Barclays
118
Barclays
United Kingdom
$340K -$145K -13,203 -30%
ACL
119
Azora Capital LP
Florida
$335K +$330K +30,166 New
ECM
120
Engine Capital Management
New York
$333K +$328K +30,000 New
AG
121
Aperio Group
California
$330K -$62.7K -5,731 -16%
HI
122
HBK Investments
Texas
$309K -$7.63K -697 -2%
Rafferty Asset Management
123
Rafferty Asset Management
New York
$294K +$290K +26,468 New
AP
124
AHL Partners
United Kingdom
$288K +$284K +25,913 New
B
125
Barings
North Carolina
$281K – – –
3 4
5
6 7

UPBD Hedge Fund Activity: Q4 2017 in Review

193 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2017, worth a combined $759M — up 7.6% from $705M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPBD positions and 25 closed out — a net gain of 6 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $19.2M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $5.79M sold.

  • 193 institutional investors held Upbound Group (UPBD) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $759M of Upbound Group stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 31 funds opened new Upbound Group positions in Q4 2017 and 25 closed out, a net change of +6 holders.
  • The largest Upbound Group buyer in Q4 2017 was Philadelphia Financial Management of San Francisco, an estimated $19.2M added.
  • The largest Upbound Group seller in Q4 2017 was Highbridge Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2017.