Upbound Group
UPBD
182 hedge funds and large institutions have $560M invested in Upbound Group in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 34 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 67
6% less funds holding
Funds holding: 193 → 182 (-11)
6.63% less ownership
Funds ownership: 128.2% → 121.58% (-6.6%)
26% less capital invested
Capital invested by funds: $759M → $560M (-$198M)
26% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 34
45% less call options, than puts
Call options by funds: $33.7M | Put options by funds: $61.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
+$15.1M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$13M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$8.39M |
| 4 |
SCM
Signia Capital Management
Spokane,
Washington
|
+$7.69M |
| 5 |
Morgan Stanley
New York
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$18.3M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$14.6M |
| 3 |
MCM
Marcato Capital Management
San Francisco,
California
|
-$13.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.4M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$6.15M |
UPBD Hedge Fund Activity: Q1 2018 in Review
182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q1 2018, worth a combined $560M — down 26% from $759M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of UPBD and 25 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 65 added.
The largest buyer was VIEX Capital Advisors, adding an estimated $15.1M. The largest seller was Nomura Holdings, cutting an estimated $18.3M.
- 182 institutional investors held Upbound Group (UPBD) as of Q1 2018, down from 193 in Q4 2017.
- Funds reported $560M of Upbound Group stock for Q1 2018, down 26% quarter-over-quarter.
- 25 funds opened new Upbound Group positions in Q1 2018 and 34 closed out, a net change of -9 holders.
- The largest Upbound Group buyer in Q1 2018 was VIEX Capital Advisors, an estimated $15.1M added.
- The largest Upbound Group seller in Q1 2018 was Nomura Holdings, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2018.