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Upbound Group
UPBD

223 hedge funds and large institutions have $1.45B invested in Upbound Group in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

6% more funds holding

Funds holding: 211 → 223 (+12)

1.23% more ownership

Funds ownership: 102.51% → 103.74% (+1.2%)

2% less capital invested

Capital invested by funds: $1.48B → $1.45B (-$23.9M)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

67% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $49.2M

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
4.89%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
40
Increased
84
Reduced
71
Closed
28
Calls
$16.2M
Puts
$49.2M
Net Calls
-$33M
Net Calls Change
-$13.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$20.5M
2
RA
Royce & Associates
New York
+$13.7M
3
APG Asset Management
APG Asset Management
Netherlands
+$12M
4
BlackRock
BlackRock
New York
+$11.6M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$11.6M

Top Sellers

1
SCM
SG Capital Management
Illinois
-$23.1M
2
LP
LMR Partners
United Kingdom
-$21.6M
3
Morgan Stanley
Morgan Stanley
New York
-$18.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$10.4M
5
CM
Caption Management
Oklahoma
-$8.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
151
Wolverine Asset Management
Illinois
$434K -$654K -24,900 -60%
MSA
152
Mason Street Advisors
Wisconsin
$428K +$42.2K +1,607 +11%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$427K +$31.5K +1,199 +8%
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$412K +$48.2K +1,836 +13%
CGH
155
Crossmark Global Holdings
Texas
$389K +$263 +10 +0.1%
WG
156
Winton Group
United Kingdom
$386K +$75.3K +2,867 +24%
SFM
157
Systematic Financial Management
New Jersey
$379K -$181K -6,885 -32%
CANY
158
Caxton Associates (New York)
New York
$366K +$373K +14,200 New
Sumitomo Mitsui Trust Group
159
Sumitomo Mitsui Trust Group
Japan
$365K -$96.6K -3,677 -21%
UBS Group
160
UBS Group
Switzerland
$347K +$207K +7,883 +141%
WCM
161
Weld Capital Management
New York
$345K +$94K +3,579 +37%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$321K – – –
Mackenzie Financial
163
Mackenzie Financial
Ontario, Canada
$315K +$42K +1,600 +15%
Holocene Advisors
164
Holocene Advisors
New York
$306K +$312K +11,882 New
PP
165
Paloma Partners
Connecticut
$298K +$604 +23 +0.2%
QC
166
Quadrature Capital
United Kingdom
$288K -$1.53M -58,455 -84%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$284K -$3.41M -129,808 -92%
DTL
168
Dynamic Technology Lab
Singapore
$279K -$182K -6,948 -39%
CCIA
169
Campbell & Co Investment Adviser
Maryland
$276K -$20.1K -764 -7%
NA
170
Navellier & Associates
Nevada
$272K +$277K +10,534 New
EMG
171
Ellington Management Group
Connecticut
$266K +$270K +10,300 New
TCM
172
Teza Capital Management
Illinois
$266K +$271K +10,302 New
TI
173
Trexquant Investment
Connecticut
$261K +$266K +10,127 New
NA
174
Neuburgh Advisers
California
$252K – – –
ECM
175
ExodusPoint Capital Management
New York
$248K +$252K +9,616 New
5 6
7
8 9

UPBD Hedge Fund Activity: Q3 2019 in Review

223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2019, worth a combined $1.45B — down 1.6% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UPBD positions and 28 closed out — a net gain of 12 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $20.5M. The largest seller was SG Capital Management, exiting entirely with an estimated $23.1M sold.

  • 223 institutional investors held Upbound Group (UPBD) as of Q3 2019, up from 211 in Q2 2019.
  • Funds reported $1.45B of Upbound Group stock for Q3 2019, down 1.6% quarter-over-quarter.
  • 40 funds opened new Upbound Group positions in Q3 2019 and 28 closed out, a net change of +12 holders.
  • The largest Upbound Group buyer in Q3 2019 was Vanguard Group, an estimated $20.5M added.
  • The largest Upbound Group seller in Q3 2019 was SG Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2019.