UPBD icon

Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$170M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$94.5M
3
HCM
3
Huber Capital Management
California
$46.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$30.3M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$33.5M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.4M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$519K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
151
OFI Advisors
Pennsylvania
$402K +$94.3K +2,831 +31%
Los Angeles Capital Management
152
Los Angeles Capital Management
California
$400K – – –
PA
153
Profund Advisors
Maryland
$399K +$15.9K +478 +4%
SB
154
Suntrust Banks
Georgia
$393K -$3.9K -117 -1%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$378K -$226K -6,778 -37%
RC
156
RBF Capital
California
$333K – – –
LC
157
Loews Corp
New York
$321K +$15K +450 +5%
T
158
TradeWorx
New Jersey
$320K +$320K +9,589 New
PCM
159
Palouse Capital Management
Washington
$316K +$1.17K +35 +0.4%
CIBC World Market
160
CIBC World Market
Ontario, Canada
$303K +$303K +9,080 New
CAM
161
Capstone Asset Management
Texas
$299K -$59.3K -1,778 -17%
US Bancorp
162
US Bancorp
Minnesota
$292K +$3.16K +95 +1%
GWM
163
Greenwich Wealth Management
Connecticut
$289K +$289K +8,675 New
DTL
164
Dynamic Technology Lab
Singapore
$283K +$283K +8,496 New
HCC
165
Hirtle Callaghan & Co
Pennsylvania
$270K – – –
VKH
166
Virtu KCG Holdings
New York
$270K +$270K +8,086 New
SAM
167
Securian Asset Management
Minnesota
$257K -$6.67K -200 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
168
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$248K +$48.6K +1,460 +24%
PG
169
PEAK6 Group
Illinois
$242K +$242K +7,253 New
BlackRock
170
BlackRock
New York
$234K -$602 -18 -0.3%
VAM
171
Visium Asset Management
New York
$226K +$226K +6,788 New
P
172
Pitcairn
Pennsylvania
$208K -$8.48K -254 -4%
SFP
173
Santa Fe Partners
New Mexico
$203K +$203K +6,057 New
SG Americas Securities
174
SG Americas Securities
New York
$176K -$1.34M -40,050 -88%
FMT
175
First Mercantile Trust
Tennessee
$117K -$3.33K -100 -3%
5 6
7
8 9