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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$170M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$94.5M
3
HCM
3
Huber Capital Management
California
$46.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$30.3M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$33.5M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.4M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$519K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$105K +$84K +2,519 +400%
OMCS
177
Old Mutual Customised Solutions
South Africa
$97K – – –
Canada Life
178
Canada Life
Manitoba, Canada
$78K -$7.18M -214,233 -99%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$66K -$180K -5,437 -73%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$58.3K -$437K -13,098 -88%
AAM
181
Advisors Asset Management
Colorado
$57K +$3.35K +100 +6%
HNB
182
Huntington National Bank
Ohio
$53K – – –
QT
183
Quantbot Technologies
New York
$53K +$53K +1,600 New
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$51K +$22.3K +662 +77%
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$33K +$33K +1,000 New
Walleye Trading
186
Walleye Trading
New York
$28K +$28K +845 New
CFA
187
Carroll Financial Associates
North Carolina
$26K -$182K -5,600 -88%
BPBT
188
Boston Private Bank & Trust
Massachusetts
$25K +$17K +505 +212%
U
189
UBS
Switzerland
$21K -$708K -20,972 -97%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$21K -$26.5K -802 -56%
Parallax Volatility Advisers
191
Parallax Volatility Advisers
California
$18K +$18K +540 New
AP
192
Advisors Preferred
Maryland
$18K +$18K +543 New
FQ
193
First Quadrant
California
$17K -$6.8K -200 -29%
FNBT
194
FineMark National Bank & Trust
Florida
$14K +$537 +16 +4%
WCBA
195
Weaver C. Barksdale & Associates
Tennessee
$13K +$1.69K +49 +15%
Group One Trading
196
Group One Trading
Illinois
$13K +$13K +386 New
HRIA
197
Haberer Registered Investment Advisor
Ohio
$9K – – –
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$9K – – –
KT
199
Kanaly Trust
Texas
$8K +$8K +232 New
MCM
200
Manchester Capital Management
Vermont
$8K +$8K +250 New
6 7
8
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