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Upbound Group
UPBD

Overview Fund Activity

190 hedge funds and large institutions have $845M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-15
Holders Change %
-7.32%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
75
Reduced
62
Closed
48
Calls
$1.88M
Puts
$3.92M
Net Calls
-$2.04M
Net Calls Change
+$3.82M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$52.6M
2
Morgan Stanley
Morgan Stanley
New York
$18.3M
3
O
OppenheimerFunds
New York
$10.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M
5
PCM
Portolan Capital Management
Massachusetts
$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$46.4M
2
RRAM
River Road Asset Management
Kentucky
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$20.2M
4
Northern Trust
Northern Trust
Illinois
$19.7M
5
Boston Partners
Boston Partners
Massachusetts
$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$128K +$128K +8,419 New
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$104K +$26K +1,636 +33%
PI
153
PineBridge Investments
New York
$103K +$103K +6,487 New
CCMH
154
Cornerstone Capital Management Holdings
New York
$99K +$99K +6,250 New
JWA
155
JFS Wealth Advisors
Pennsylvania
$71K -$2.42K -152 -3%
RFC
156
Russell Frank Company
Washington
$69K – – –
ST
157
Spot Trading
Illinois
$62K -$244K -15,380 -80%
MFS
158
MSI Financial Services
Massachusetts
$56K -$10.2K -647 -15%
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$54K -$529K -33,517 -91%
OMCS
160
Old Mutual Customised Solutions
South Africa
$46K – – –
Walleye Trading
161
Walleye Trading
New York
$46K +$46K +2,882 New
HNB
162
Huntington National Bank
Ohio
$36K -$77.6K -2,801 -68%
AIM
163
Acrospire Investment Management
Illinois
$32K +$32K +2,000 New
PCM
164
Prelude Capital Management
New York
$29K -$62.5K -3,880 -68%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$28K -$17.4K -1,071 -38%
DLHL
166
Donald L. Hagan LLC
Florida
$21K +$21K +1,302 New
VCM
167
Versant Capital Management
Arizona
$21K +$21K +1,367 New
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$19K – – –
WT
169
Whittier Trust
California
$18K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$15K +$8.4K +556 +127%
SWA
171
Sutton Wealth Advisors
Florida
$14.5K +$14.5K +914 New
SSB
172
Sandy Spring Bank
Maryland
$13K +$3.17K +200 +32%
AOWM
173
Alpha Omega Wealth Management
Virginia
$12K – – –
SC
174
Skylands Capital
Wisconsin
$11K -$212K -13,500 -95%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$10K -$422K -25,300 -98%
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