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Upbound Group
UPBD

166 hedge funds and large institutions have $755M invested in Upbound Group in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $560M → $755M (+$195M)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

9% less funds holding

Funds holding: 182 → 166 (-16)

25.6% less ownership

Funds ownership: 121.58% → 95.98% (-26%)

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

45% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $60.2M

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
166
Holders Change
-16
Holders Change %
-8.79%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
38
Increased
52
Reduced
56
Closed
53
Calls
$33.1M
Puts
$60.2M
Net Calls
-$27M
Net Calls Change
+$730K

Top Buyers

1
MWNA
Marshall Wace North America
New York
+$21.7M
2
CCM
Chicago Capital Management
Illinois
+$11.2M
3
Man Group
Man Group
United Kingdom
+$8.56M
4
AA
AQR Arbitrage
Connecticut
+$8.56M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$6.4M

Top Sellers

1
AVC
Arlington Value Capital
Utah
-$43.8M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$26.8M
3
VCA
VIEX Capital Advisors
Florida
-$15.8M
4
FCM
Frontier Capital Management
Massachusetts
-$13.3M
5
ACM
Archer Capital Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
151
Sutton Wealth Advisors
Florida
$12.5K +$9.24K +852 New
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$11K +$2.02K +186 +35%
US Bancorp
153
US Bancorp
Minnesota
$4K -$39.6K -3,652 -92%
Federated Hermes
154
Federated Hermes
Pennsylvania
$3K -$110K -10,109 -98%
FGAM
155
Financial Gravity Asset Management
Texas
$3K -$1.13K -104 -33%
TWA
156
TCI Wealth Advisors
Arizona
$3K – – –
WA
157
WealthTrust-Arizona
Arizona
$3K – – –
TFS
158
TrustCore Financial Services
Tennessee
$3K +$1.96K +181 New
MOACM
159
Mutual of America Capital Management
New York
$3K +$2.13K +196 New
FIA
160
FNY Investment Advisers
New York
$2K +$2.17K +200 New
AG
161
Advisor Group
Arizona
$1K -$7.26K -670 -92%
PFBT
162
Parkside Financial Bank & Trust
Missouri
$1K – – –
QCG
163
Quadrant Capital Group
Ohio
$1K – – –
GCL
164
Glazer Capital LLC
New York
$1K +$1.08K +100 New
PFMOSF
165
Philadelphia Financial Management of San Francisco
California
– -$26.8M -3,109,920 Closed
VCA
166
VIEX Capital Advisors
Florida
– -$15.8M -1,826,618 Closed
FCM
167
Frontier Capital Management
Massachusetts
– -$13.3M -1,540,308 Closed
ACM
168
Archer Capital Management
New York
– -$11.4M -1,323,661 Closed
KCM
169
Kennedy Capital Management
Missouri
– -$9.7M -1,123,651 Closed
HPC
170
Hill Path Capital
New York
– -$8.21M -951,485 Closed
ERM
171
Elm Ridge Management
New York
– -$6.71M -777,485 Closed
AFA
172
Alta Fundamental Advisers
New York
– -$4.73M -548,296 Closed
HCS
173
Harvest Capital Strategies
California
– -$4.4M -510,321 Closed
AA
174
Ancora Advisors
Ohio
– -$3.9M -452,151 Closed
SIM
175
Spark Investment Management
New York
– -$2.87M -332,700 Closed
5 6
7
8 9

UPBD Hedge Fund Activity: Q2 2018 in Review

166 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2018, worth a combined $755M — up 35% from $560M a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of UPBD and 38 opened new positions — a net loss of 15 holders — while 56 trimmed existing stakes and 52 added.

The largest buyer was Marshall Wace North America, opening a new position worth an estimated $21.7M. The largest seller was Arlington Value Capital, cutting an estimated $43.8M.

  • 166 institutional investors held Upbound Group (UPBD) as of Q2 2018, down from 182 in Q1 2018.
  • Funds reported $755M of Upbound Group stock for Q2 2018, up 35% quarter-over-quarter.
  • 38 funds opened new Upbound Group positions in Q2 2018 and 53 closed out, a net change of -15 holders.
  • The largest Upbound Group buyer in Q2 2018 was Marshall Wace North America, an estimated $21.7M added.
  • The largest Upbound Group seller in Q2 2018 was Arlington Value Capital, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2018.