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Upbound Group
UPBD

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

71% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 52

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more call options, than puts

Call options by funds: $946K | Put options by funds: $859K

6% more funds holding

Funds holding: 190 → 201 (+11)

20% less capital invested

Capital invested by funds: $845M → $673M (-$172M)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.78M
2
AL
AJO LP
Pennsylvania
+$8.22M
3
Morgan Stanley
Morgan Stanley
New York
+$7.47M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$7.18M
5
Charles Schwab
Charles Schwab
California
+$5.33M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.1M
2
PCM
Portolan Capital Management
Massachusetts
-$10.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.2M
4
Artisan Partners
Artisan Partners
Wisconsin
-$9.74M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$178K +$195K +14,520 New
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$176K +$34.8K +2,588 +22%
QSS
153
Quantitative Systematic Strategies
Florida
$162K +$33.5K +2,491 +23%
NCMW
154
Northern Capital Management (Wisconsin)
Wisconsin
$161K -$302K -22,450 -63%
PP
155
Paloma Partners
Connecticut
$154K -$197K -14,599 -54%
Axa
156
Axa
France
$154K +$168K +12,500 New
PAM
157
Panagora Asset Management
Massachusetts
$150K +$164K +12,181 New
MERSOM
158
Municipal Employees' Retirement System of Michigan
Michigan
$143K +$11.3K +840 +8%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$139K – – –
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$132K +$144K +10,718 New
MSA
161
Mason Street Advisors
Wisconsin
$127K +$12.7K +941 +10%
VKH
162
Virtu KCG Holdings
New York
$125K +$138K +10,215 New
WS
163
Wedbush Securities
California
$124K -$270K -20,078 -67%
RC
164
RBF Capital
California
$123K – – –
Walleye Trading
165
Walleye Trading
New York
$114K +$86.2K +6,400 +222%
CAM
166
ClariVest Asset Management
California
$105K +$114K +8,500 New
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$91K +$12.1K +898 +14%
PCM
168
Prelude Capital Management
New York
$82K +$65.7K +4,878 +271%
PI
169
PineBridge Investments
New York
$80K – – –
JWA
170
JFS Wealth Advisors
Pennsylvania
$76K +$22.7K +1,683 +38%
TRCT
171
Tower Research Capital (TRC)
New York
$46K +$51K +3,791 New
MFS
172
MSI Financial Services
Massachusetts
$44K +$148 +11 +0.3%
Nomura Asset Management
173
Nomura Asset Management
Japan
$40K +$44.4K +3,300 New
OMCS
174
Old Mutual Customised Solutions
South Africa
$36K – – –
KBC Group
175
KBC Group
Belgium
$28K +$30.6K +2,271 New
5 6
7
8 9

UPBD Hedge Fund Activity: Q2 2016 in Review

201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2016, worth a combined $673M — down 20% from $845M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UPBD positions and 25 closed out — a net gain of 12 holders — while 89 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.78M. The largest seller was Wellington Management Group, cutting an estimated $16.1M.

  • 201 institutional investors held Upbound Group (UPBD) as of Q2 2016, up from 190 in Q1 2016.
  • Funds reported $673M of Upbound Group stock for Q2 2016, down 20% quarter-over-quarter.
  • 37 funds opened new Upbound Group positions in Q2 2016 and 25 closed out, a net change of +12 holders.
  • The largest Upbound Group buyer in Q2 2016 was Vanguard Group, an estimated $9.78M added.
  • The largest Upbound Group seller in Q2 2016 was Wellington Management Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.