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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
BFM
126
Boothbay Fund Management
New York
$278K – – –
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$254K +$14.2K +1,300 +6%
MIM
128
MetLife Investment Management
New Jersey
$236K +$233K +21,277 New
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$232K -$18.5K -1,689 -7%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$231K -$520K -47,492 -70%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$229K -$211K -19,261 -48%
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$222K – – –
FC
133
Fore Capital
New York
$222K +$219K +20,000 New
EMG
134
Ellington Management Group
Connecticut
$208K +$205K +18,700 New
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$202K +$200K +18,226 New
ARTA
136
A.R.T. Advisors
New York
$196K -$1.17M -107,260 -86%
QT
137
Quantbot Technologies
New York
$187K -$113K -10,325 -38%
WS
138
Wedbush Securities
California
$186K -$68.4K -6,250 -27%
Arrowstreet Capital
139
Arrowstreet Capital
Massachusetts
$183K -$451K -41,200 -71%
GIA
140
Gargoyle Investment Advisor
New Jersey
$173K -$113K -10,364 -40%
Franklin Resources
141
Franklin Resources
California
$172K +$170K +15,517 New
CL
142
Choreo LLC
Illinois
$168K +$166K +15,120 New
FIM
143
Freedom Investment Management
Connecticut
$162K -$16.4K -1,499 -9%
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$159K – – –
MSA
145
Mason Street Advisors
Wisconsin
$154K +$4.01K +366 +3%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$149K -$171K -15,625 -54%
QI
147
QS Investors
New York
$136K -$63K -5,750 -32%
ZIM
148
Zacks Investment Management
Illinois
$134K -$14.7K -1,340 -10%
CG
149
Cutler Group
California
$131K +$35.6K +3,250 +38%
CGH
150
Crossmark Global Holdings
Texas
$128K +$679 +62 +0.5%
4 5
6
7 8

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.