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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $1.57B invested in Upbound Group in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-21
Holders Change %
-10.29%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
70
Reduced
69
Closed
44
Calls
$3.16M
Puts
$7.2M
Net Calls
-$4.04M
Net Calls Change
-$5.21M

Top Buyers

1
FPA
First Pacific Advisors
California
+$26.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$16.3M
3
Pzena Investment Management
Pzena Investment Management
New York
+$15.4M
4
HCM
Huber Capital Management
California
+$15.2M
5
BIP
Brandes Investment Partners
California
+$15M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$23.7M
2
Macquarie Group
Macquarie Group
Australia
-$21.7M
3
JIR
James Investment Research
Ohio
-$15.5M
4
OCG
Opus Capital Group
Ohio
-$12.7M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
151
Canada Life
Manitoba, Canada
$61K – – –
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$53K +$53K +2,000 New
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$52K -$1.39K -52 -3%
AAM
154
Advisors Asset Management
Colorado
$45K – – –
DVM
155
Dreman Value Management
Florida
$34K +$34K +1,284 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$29K +$29K +1,127 New
AW
157
Alpha Windward
Massachusetts
$28K -$351K -13,260 -93%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$27K -$13.8K -513 -34%
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
$27K – – –
HRIA
160
Haberer Registered Investment Advisor
Ohio
$25K +$17.8K +680 +247%
U
161
UBS
Switzerland
$22K +$5.75K +220 +35%
Group One Trading
162
Group One Trading
Illinois
$21K +$10.7K +400 +104%
MSFP
163
Mark Sheptoff Financial Planning
Connecticut
$20K +$20K +748 New
Nordea Investment Management
164
Nordea Investment Management
Sweden
$16K +$16K +600 New
AP
165
Advisors Preferred
Maryland
$15.2K +$745 +28 +5%
WCBA
166
Weaver C. Barksdale & Associates
Tennessee
$14K +$4.07K +154 +41%
JIR
167
James Investment Research
Ohio
$13K -$15.5M -599,032 -100%
MAA
168
Managed Account Advisors
New Jersey
$13K -$2.85M -107,912 -100%
BJ
169
BlackRock Japan
Japan
$13K +$13K +504 New
MCM
170
Manchester Capital Management
Vermont
$11K +$4.13K +150 +60%
NES
171
New England Securities
New York
$10K +$10K +358 New
CFA
172
Carroll Financial Associates
North Carolina
$8K -$13.3K -500 -63%
BPBT
173
Boston Private Bank & Trust
Massachusetts
$8K -$11.5K -438 -59%
Parallax Volatility Advisers
174
Parallax Volatility Advisers
California
$7K -$6.55K -261 -48%
ACS
175
Archford Capital Strategies
Illinois
$6.73K +$6.73K +253 New
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