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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
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$924K +$548K +14,207 +142%
KeyBank National Association
127
KeyBank National Association
Ohio
$864K -$24.2M -628,652 -97%
U
128
UBS
Switzerland
$823K -$438K -11,359 -34%
MSA
129
Mason Street Advisors
Wisconsin
$808K -$55.5K -1,440 -6%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$796K -$278K -7,200 -26%
SI
131
SII Investments
Wisconsin
$790K +$580K +15,035 +262%
Legal & General Group
132
Legal & General Group
United Kingdom
$788K +$66K +1,713 +9%
IRS
133
Invictus RG (Singapore)
Singapore
$778K +$535K +13,875 +212%
Citigroup
134
Citigroup
New York
$766K -$384K -9,953 -33%
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$751K -$25.1K -652 -3%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$731K +$11.6K +300 +2%
GMIM
137
General Motors Investment Management
New York
$720K
MIU
138
Man Investments (UK)
United Kingdom
$700K -$313K -8,125 -31%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$691K
ICM
140
IMS Capital Management
Oregon
$631K +$39 +1 +0%
MF
141
Magnetar Financial
Illinois
$620K -$1.05M -27,170 -63%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$566K -$205K -5,317 -26%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$553K -$139K -3,600 -20%
AIP
144
Ameritas Investment Partners
Nebraska
$499K +$505K +13,089 New
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$458K -$3.85K -100 -0.8%
SB
146
Suntrust Banks
Georgia
$453K -$55.9K -1,451 -11%
AW
147
Alpha Windward
Massachusetts
$450K -$9.25K -240 -2%
PA
148
Profund Advisors
Maryland
$438K +$84.1K +2,181 +23%
CAM
149
Capstone Asset Management
Texas
$410K +$6.94K +180 +2%
RC
150
RBF Capital
California
$381K

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.