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Upbound Group
UPBD

193 hedge funds and large institutions have $759M invested in Upbound Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12.98% more ownership

Funds ownership: 115.22% → 128.2% (+13%)

8% more capital invested

Capital invested by funds: $705M → $759M (+$53.6M)

3% more funds holding

Funds holding: 187 → 193 (+6)

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

58% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $160M

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
31
Increased
58
Reduced
71
Closed
25
Calls
$66.7M
Puts
$160M
Net Calls
-$93M
Net Calls Change
-$15.6M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$19.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.6M
3
AVC
Arlington Value Capital
Utah
+$10.9M
4
HCS
Harvest Capital Strategies
California
+$7.28M
5
State Street
State Street
Massachusetts
+$6.17M

Top Sellers

1
HCM
Highbridge Capital Management
New York
-$5.79M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$4.91M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.71M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$3.71M
5
NFA
Nationwide Fund Advisors
Ohio
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$18K – – –
AOWM
177
Alpha Omega Wealth Management
Virginia
$17K – – –
WT
178
Whittier Trust
California
$12K – – –
SWA
179
Sutton Wealth Advisors
Florida
$11.5K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$11K -$974 -89 -8%
RWA
181
Ropes Wealth Advisors
Massachusetts
$11K – – –
QCG
182
Quadrant Capital Group
Ohio
$7K +$777 +71 +11%
FGC
183
Financial Gravity Companies
Texas
$4K +$3.92K +358 New
GAM
184
Gemmer Asset Management
California
$3K -$2.38K -217 -45%
PAM
185
Panagora Asset Management
Massachusetts
$3K – – –
US Bancorp
186
US Bancorp
Minnesota
$3K – – –
TWA
187
TCI Wealth Advisors
Arizona
$2K – – –
WA
188
WealthTrust-Arizona
Arizona
$2K – – –
PA
189
Parallel Advisors
California
$1K – – –
STA
190
Summit Trail Advisors
New York
$1K +$493 +45 New
HCM
191
Highbridge Capital Management
New York
– -$5.79M -504,850 Closed
Jacobs Levy Equity Management
192
Jacobs Levy Equity Management
New Jersey
– -$3.71M -323,030 Closed
NFA
193
Nationwide Fund Advisors
Ohio
– -$2.27M -197,783 Closed
PI
194
Putnam Investments
Massachusetts
– -$2.23M -194,725 Closed
Renaissance Technologies
195
Renaissance Technologies
New York
– -$1.22M -106,310 Closed
Barrow, Hanley, Mewhinney & Strauss
196
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$990K -86,220 Closed
CIP
197
Convergence Investment Partners
Florida
– -$596K -51,932 Closed
EGM
198
Engineers Gate Manager
New York
– -$576K -50,133 Closed
TI
199
Trexquant Investment
Connecticut
– -$506K -44,044 Closed
FRM
200
Fox Run Management
Connecticut
– -$374K -32,600 Closed
5 6 7
8
9

UPBD Hedge Fund Activity: Q4 2017 in Review

193 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2017, worth a combined $759M — up 7.6% from $705M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPBD positions and 25 closed out — a net gain of 6 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $19.2M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $5.79M sold.

  • 193 institutional investors held Upbound Group (UPBD) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $759M of Upbound Group stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 31 funds opened new Upbound Group positions in Q4 2017 and 25 closed out, a net change of +6 holders.
  • The largest Upbound Group buyer in Q4 2017 was Philadelphia Financial Management of San Francisco, an estimated $19.2M added.
  • The largest Upbound Group seller in Q4 2017 was Highbridge Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2017.