Upbound Group
UPBD
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.
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less capital invested
Capital invested by funds: $2.35B → $2.33B (-$19.5M)
2% less funds holding
Funds holding: 196 → 192 (-4)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
36% less call options, than puts
Call options by funds: $575K | Put options by funds: $892K
56% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 106
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
201
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$318K | -8,481 | Closed |
|
|
WIS
202
Wright Investors Service
Shelton,
Connecticut
| – | -$286K | -7,614 | Closed |
|
|
QIM
203
Quantitative Investment Management
Charlottesville,
Virginia
| – | -$259K | -6,900 | Closed |
|
|
WAM
204
World Asset Management
Detroit,
Michigan
| – | -$246K | -6,559 | Closed |
|
205
Nomura Holdings
Tokyo,
Japan
| – | -$233K | -6,192 | Closed |
|
|
WCM
206
Winton Capital Management
London,
United Kingdom
| – | -$204K | -5,425 | Closed |
|
|
WBC
207
Westpac Banking Corp
Sydney,
Australia
| – | -$57.6K | -1,559 | Closed |
|
UPBD Hedge Fund Activity: Q3 2013 in Review
192 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2013, worth a combined $2.33B — down 0.83% from $2.35B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of UPBD and 12 opened new positions — a net loss of 2 holders — while 106 trimmed existing stakes and 47 added.
The largest buyer was Wellington Management Group, adding an estimated $43.5M. The largest seller was Schroder Investment Management Group, cutting an estimated $27.7M.
- 192 institutional investors held Upbound Group (UPBD) as of Q3 2013, down from 196 in Q2 2013.
- Funds reported $2.33B of Upbound Group stock for Q3 2013, down 0.83% quarter-over-quarter.
- 12 funds opened new Upbound Group positions in Q3 2013 and 14 closed out, a net change of -2 holders.
- The largest Upbound Group buyer in Q3 2013 was Wellington Management Group, an estimated $43.5M added.
- The largest Upbound Group seller in Q3 2013 was Schroder Investment Management Group, an estimated $27.7M sold.
Based on aggregated 13F filings for Q3 2013.