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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
CAM
126
Capstone Asset Management
Texas
$412K -$36.9K -2,740 -8%
NAM
127
NorthCoast Asset Management
Connecticut
$402K +$441K +32,736 New
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$394K +$155K +11,535 +56%
UBS Group
129
UBS Group
Switzerland
$388K +$30.8K +2,288 +8%
NIT
130
NumerixS Investment Technologies
British Columbia, Canada
$382K +$133K +9,900 +47%
SI
131
SII Investments
Wisconsin
$375K -$12.6K -935 -3%
Creative Planning
132
Creative Planning
Kansas
$364K +$89.8K +6,670 +29%
LA
133
Lucus Advisors
New York
$349K -$77.4K -5,747 -17%
ASRS
134
Arizona State Retirement System
Arizona
$339K +$5.38K +400 +1%
N
135
Nuveen
North Carolina
$331K +$190K +14,137 +110%
BA
136
BlackRock Advisors
Delaware
$310K +$4.43K +329 +1%
Barclays
137
Barclays
United Kingdom
$298K +$45.6K +3,389 +16%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$291K +$319K +23,681 New
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$289K – – –
VOYA Investment Management
140
VOYA Investment Management
Georgia
$284K – – –
Allianz Asset Management
141
Allianz Asset Management
Germany
$278K +$304K +22,611 New
TI
142
Trexquant Investment
Connecticut
$234K -$283K -21,030 -52%
BlackRock
143
BlackRock
New York
$225K +$127K +9,421 +106%
WCM
144
Wedge Capital Management
North Carolina
$220K +$15.7K +1,167 +7%
PA
145
Profund Advisors
Maryland
$213K +$13.4K +998 +6%
SG Americas Securities
146
SG Americas Securities
New York
$203K -$54.6K -4,059 -20%
SG
147
Societe Generale
$203K +$223K +16,561 New
CG
148
Clinton Group
New York
$199K +$218K +16,179 New
AG
149
Aperio Group
California
$191K -$177K -13,180 -46%
AIM
150
Acrospire Investment Management
Illinois
$181K +$171K +12,700 +635%
4 5
6
7 8

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.