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Upbound Group
UPBD

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 192 → 188 (-4)

25% less capital invested

Capital invested by funds: $1.96B → $1.46B (-$495M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

88% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $13.6M

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$32.7M
2
HCM
Hirzel Capital Management
Texas
+$23.4M
3
LCP
Lombardia Capital Partners
California
+$12.9M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.19M
5
Bessemer Group
Bessemer Group
New Jersey
+$6.25M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.1M
2
Artisan Partners
Artisan Partners
Wisconsin
-$22.9M
3
SAM
Scopus Asset Management
New York
-$15.4M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$9.34M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$13K -$37.1K -1,217 -73%
BPBT
177
Boston Private Bank & Trust
Massachusetts
$10K -$1.52K -50 -12%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$8K -$17.1K -560 -66%
GAM
179
Gemmer Asset Management
California
$6K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$6K +$1.07K +35 +19%
CGT
181
Capital Guardian Trust
California
$6K +$6.34K +208 New
US Bancorp
182
US Bancorp
Minnesota
$5K – – –
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$5K +$5.67K +186 New
ASN
184
Advisory Services Network
Georgia
$4K – – –
DAM
185
Delta Asset Management
Tennessee
$4K – – –
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.79K +$70.1K +2,299 +2%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
SAM
188
Scopus Asset Management
New York
– -$15.4M -425,000 Closed
WRF
189
Waddell & Reed Financial
Kansas
– -$7.95M -219,000 Closed
FPA
190
First Pacific Advisors
California
– -$6.9M -190,100 Closed
SAM
191
Skyline Asset Management
Illinois
– -$6.4M -176,100 Closed
Millennium Management
192
Millennium Management
New York
– -$4.06M -111,823 Closed
LAM
193
Lingohr Asset Management
Germany
– -$2.08M -72,400 Closed
CCM
194
Cadian Capital Management
New York
– -$2.17M -59,700 Closed
PGCM
195
Prescott Group Capital Management
Oklahoma
– -$1.78M -49,000 Closed
NCCM
196
Nine Chapters Capital Management
New Jersey
– -$1.38M -38,100 Closed
VRS
197
Virginia Retirement Systems
Virginia
– -$912K -25,100 Closed
AI
198
Analytic Investors
California
– -$751K -20,674 Closed
CIBC World Market
199
CIBC World Market
Ontario, Canada
– -$746K -20,545 Closed
PCM
200
Prelude Capital Management
New York
– -$679K -18,700 Closed
5 6 7
8
9

UPBD Hedge Fund Activity: Q1 2015 in Review

188 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q1 2015, worth a combined $1.46B — down 25% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of UPBD and 24 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 86 added.

The largest buyer was Westwood Holdings Group, adding an estimated $32.7M. The largest seller was Fidelity Investments, cutting an estimated $52.1M.

  • 188 institutional investors held Upbound Group (UPBD) as of Q1 2015, down from 192 in Q4 2014.
  • Funds reported $1.46B of Upbound Group stock for Q1 2015, down 25% quarter-over-quarter.
  • 24 funds opened new Upbound Group positions in Q1 2015 and 26 closed out, a net change of -2 holders.
  • The largest Upbound Group buyer in Q1 2015 was Westwood Holdings Group, an estimated $32.7M added.
  • The largest Upbound Group seller in Q1 2015 was Fidelity Investments, an estimated $52.1M sold.

Based on aggregated 13F filings for Q1 2015.