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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 %
WA
201
WealthTrust-Arizona
Arizona
$7K – – –
TWI
202
Thomas White International
Illinois
$6K – – –
WA
203
WFG Advisors
Texas
$5K – – –
DAM
204
Delta Asset Management
Tennessee
$4K – – –
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.92K +$335 +10,043 +9%
Barrow, Hanley, Mewhinney & Strauss
206
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$79.2M -2,078,204 Closed
Victory Capital Management
207
Victory Capital Management
Texas
– -$13.9M -364,109 Closed
Adage Capital Partners
208
Adage Capital Partners
Massachusetts
– -$9.53M -250,000 Closed
USAA
209
United Services Automobile Association
Texas
– -$4.31M -113,100 Closed
QBFM
210
QS Batterymarch Financial Management
New York
– -$4.21M -110,350 Closed
NA
211
NS Advisors
Connecticut
– -$3.7M -97,189 Closed
PC
212
PointState Capital
New York
– -$2.97M -77,880 Closed
American Century Companies
213
American Century Companies
Missouri
– -$2.87M -75,260 Closed
Westfield Capital Management
214
Westfield Capital Management
Massachusetts
– -$1.95M -51,180 Closed
Jane Street
215
Jane Street
New York
– -$1.59M -41,820 Closed
GH
216
GAM Holding
Switzerland
– -$1.46M -38,415 Closed
MFIMFI
217
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$978K -25,664 Closed
KeyBank National Association
218
KeyBank National Association
Ohio
– -$864K -22,676 Closed
ICM
219
IMS Capital Management
Oregon
– -$631K -16,570 Closed
MF
220
Magnetar Financial
Illinois
– -$620K -16,272 Closed
NG
221
NatWest Group
United Kingdom
– -$285K -7,491 Closed
TRCT
222
Tower Research Capital (TRC)
New York
– -$276K -7,245 Closed
SCM
223
Shelton Capital Management
Colorado
– -$246K -6,464 Closed
CAN
224
Cetera Advisor Networks
California
– -$232K -6,100 Closed
B
225
Barings
North Carolina
– -$210K -5,500 Closed
6 7 8
9
10