UPBD icon

Upbound Group

176 hedge funds and large institutions have $685M invested in Upbound Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
35
Increased
49
Reduced
62
Closed
24
Calls
$6.72M
Puts
$61.5M
Net Calls
-$54.8M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$41K
GHCM
152
Glen Harbor Capital Management
California
$39K +$18.1K +1,536 +86%
OMCS
153
Old Mutual Customised Solutions
South Africa
$34K
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$28K +$28K +2,410 New
PCM
155
Prelude Capital Management
New York
$25K +$25K +2,100 New
CG
156
Cutler Group
California
$22K +$22K +1,900 New
SA
157
SpiderRock Advisors
Delaware
$21K
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$19K -$69 -6 -0.4%
AOWM
159
Alpha Omega Wealth Management
Virginia
$18K
VCM
160
Versant Capital Management
Arizona
$18K +$6.34K +556 +54%
WT
161
Whittier Trust
California
$13K
SWA
162
Sutton Wealth Advisors
Florida
$12.1K +$12.1K +1,035 New
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$9K
QCG
164
Quadrant Capital Group
Ohio
$7K +$7K +655 New
US Bancorp
165
US Bancorp
Minnesota
$6K
GAM
166
Gemmer Asset Management
California
$6K +$6K +486 New
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$4K +$1.33K +103 +50%
VWA
168
V Wealth Advisors
Kansas
$4K +$4K +331 New
PAM
169
Panagora Asset Management
Massachusetts
$3K -$819K -67,390 -100%
WA
170
WealthTrust-Arizona
Arizona
$2K -$468 -48 -19%
TWA
171
TCI Wealth Advisors
Arizona
$2K
DAM
172
Delta Asset Management
Tennessee
$2K
Loomis, Sayles & Company
173
Loomis, Sayles & Company
Massachusetts
$1K
PFBT
174
Parkside Financial Bank & Trust
Missouri
$1K
PA
175
Parallel Advisors
California
$1K