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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $2.33B invested in Upbound Group in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
12
Increased
47
Reduced
106
Closed
14
Calls
$575K
Puts
$892K
Net Calls
-$317K
Net Calls Change
-$1.73M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$72.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$154M
3
KIM
3
Kestrel Investment Management
California
$24.5M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$43.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$169M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$118K
2
KeyBank National Association
2
KeyBank National Association
Ohio
$864K
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$1.95M
4
WC
4
Walthausen & Co
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$55K -$53.1K -1,387 -49%
PAM
177
Panagora Asset Management
Massachusetts
$38K -$197K -5,189 -84%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$33K +$154 +4 +0.5%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$28K -$191K -4,969 -87%
FQ
180
First Quadrant
California
$27K – – –
Creative Planning
181
Creative Planning
Kansas
$24K – – –
FNBT
182
FineMark National Bank & Trust
Florida
$15K – – –
ST
183
SpiderRock Trading
Illinois
$13K – – –
WCBA
184
Weaver C. Barksdale & Associates
Tennessee
$12K – – –
HRIA
185
Haberer Registered Investment Advisor
Ohio
$10K – – –
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$10K – – –
BPBT
187
Boston Private Bank & Trust
Massachusetts
$9K +$3.78K +100 +72%
WA
188
WealthTrust-Arizona
Arizona
$8K – – –
TWI
189
Thomas White International
Illinois
$7K – – –
WA
190
WFG Advisors
Texas
$6K – – –
DAM
191
Delta Asset Management
Tennessee
$5K – – –
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.1K -$154 -4,035 -4%
PCM
193
Prelude Capital Management
New York
$4K +$4K +100 New
WC
194
Walthausen & Co
New York
– -$16.5M -438,256 Closed
HW
195
Hancock Whitney
Mississippi
– -$15.1M -401,770 Closed
DM
196
Delphi Management
Massachusetts
– -$9.96M -265,207 Closed
PFC
197
Phocas Financial Corp
California
– -$2.08M -55,313 Closed
ACI
198
AMP Capital Investors
Australia
– -$1.63M -43,160 Closed
CIM
199
CenturyLink Investment Management
Colorado
– -$478K -12,735 Closed
ACI
200
Advance Capital I
Michigan
– -$353K -9,400 Closed
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