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Upbound Group
UPBD

Overview Fund Activity

205 hedge funds and large institutions have $851M invested in Upbound Group in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
35
Increased
95
Reduced
54
Closed
43
Calls
$3.03M
Puts
$8.89M
Net Calls
-$5.86M
Net Calls Change
-$1.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
2
RRAM
2
River Road Asset Management
Kentucky
$18.2M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$26.9M
4
TC
4
TFS Capital
Pennsylvania
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.17M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
HCM
2
Hirzel Capital Management
Texas
$0
3
WHG
3
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
176
CenterStar Fund
Illinois
$53K – – –
Barclays
177
Barclays
United Kingdom
$49K -$44.9K -3,201 -48%
Creative Planning
178
Creative Planning
Kansas
$48K +$7.44K +500 +18%
OMCS
179
Old Mutual Customised Solutions
South Africa
$43K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$41K -$89.3K -6,088 -69%
AAM
181
Advisors Asset Management
Colorado
$21K – – –
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$17K +$9.14K +628 +116%
WT
183
Whittier Trust
California
$17K +$17K +1,125 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$13K +$336 +21 +3%
WCBA
185
Weaver C. Barksdale & Associates
Tennessee
$13K +$5.12K +340 +65%
CG
186
Cutler Group
California
$13K +$13K +932 New
TRCT
187
Tower Research Capital (TRC)
New York
$12K -$23.4K -1,617 -66%
AOWM
188
Alpha Omega Wealth Management
Virginia
$11K +$11K +760 New
TWI
189
Thomas White International
Illinois
$9K – – –
SSB
190
Sandy Spring Bank
Maryland
$9K +$1.45K +100 +19%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$7K +$7K +437 New
NFG
192
Next Financial Group
Texas
$5K -$4.46K -357 -47%
US Bancorp
193
US Bancorp
Minnesota
$5K +$1.46K +90 +41%
Parallax Volatility Advisers
194
Parallax Volatility Advisers
California
$5K +$4.05K +282 +427%
CFA
195
Carroll Financial Associates
North Carolina
$4K – – –
ASN
196
Advisory Services Network
Georgia
$4K +$4K +245 New
GAM
197
Gemmer Asset Management
California
$3K -$616 -39 -17%
DAM
198
Delta Asset Management
Tennessee
$2K – – –
VFA
199
Virtus Fund Advisers
Connecticut
$2K – – –
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$2K +$830 +39 +71%
6 7
8
9 10