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Upbound Group
UPBD

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

71% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 52

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more call options, than puts

Call options by funds: $946K | Put options by funds: $859K

6% more funds holding

Funds holding: 190 → 201 (+11)

20% less capital invested

Capital invested by funds: $845M → $673M (-$172M)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.78M
2
AL
AJO LP
Pennsylvania
+$8.22M
3
Morgan Stanley
Morgan Stanley
New York
+$7.47M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$7.18M
5
Charles Schwab
Charles Schwab
California
+$5.33M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.1M
2
PCM
Portolan Capital Management
Massachusetts
-$10.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.2M
4
Artisan Partners
Artisan Partners
Wisconsin
-$9.74M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Artisan Partners
201
Artisan Partners
Wisconsin
– -$9.74M -614,602 Closed
Fuller & Thaler Asset Management
202
Fuller & Thaler Asset Management
California
– -$7.57M -477,530 Closed
Arrowstreet Capital
203
Arrowstreet Capital
Massachusetts
– -$5.6M -353,052 Closed
First Trust Advisors
204
First Trust Advisors
Illinois
– -$4.52M -285,139 Closed
MG
205
Markel Group
Virginia
– -$3.77M -238,000 Closed
DVM
206
Dreman Value Management
Florida
– -$2.66M -167,689 Closed
SBH
207
Segall Bryant & Hamill
Illinois
– -$2.34M -147,603 Closed
SIM
208
Spark Investment Management
New York
– -$1.83M -115,400 Closed
Marshall Wace
209
Marshall Wace
United Kingdom
– -$1.01M -63,518 Closed
HW
210
Hancock Whitney
Mississippi
– -$761 -48,037 Closed
ZCM
211
Zebra Capital Management
Connecticut
– -$458K -28,892 Closed
Boston Partners
212
Boston Partners
Massachusetts
– -$427K -26,949 Closed
SDIC
213
South Dakota Investment Council
South Dakota
– -$412K -26,000 Closed
DTL
214
Dynamic Technology Lab
Singapore
– -$403K -25,435 Closed
FRM
215
Fox Run Management
Connecticut
– -$349K -22,000 Closed
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
– -$310K -19,577 Closed
PTC
217
Petrus Trust Company
Texas
– -$291K -18,355 Closed
PG
218
PEAK6 Group
Illinois
– -$245K -15,478 Closed
Nomura Holdings
219
Nomura Holdings
Japan
– -$225K -14,300 Closed
CCMH
220
Cornerstone Capital Management Holdings
New York
– -$99K -6,250 Closed
ST
221
Spot Trading
Illinois
– -$62K -3,908 Closed
DLHL
222
Donald L. Hagan LLC
Florida
– -$21K -1,302 Closed
HNB
223
Huntington National Bank
Ohio
– -$36K -1,300 Closed
ASN
224
Advisory Services Network
Georgia
– -$4K -245 Closed
IA
225
IFP Advisors
Florida
– +$135 +10 New
5 6 7 8
9

UPBD Hedge Fund Activity: Q2 2016 in Review

201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2016, worth a combined $673M — down 20% from $845M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UPBD positions and 25 closed out — a net gain of 12 holders — while 89 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.78M. The largest seller was Wellington Management Group, cutting an estimated $16.1M.

  • 201 institutional investors held Upbound Group (UPBD) as of Q2 2016, up from 190 in Q1 2016.
  • Funds reported $673M of Upbound Group stock for Q2 2016, down 20% quarter-over-quarter.
  • 37 funds opened new Upbound Group positions in Q2 2016 and 25 closed out, a net change of +12 holders.
  • The largest Upbound Group buyer in Q2 2016 was Vanguard Group, an estimated $9.78M added.
  • The largest Upbound Group seller in Q2 2016 was Wellington Management Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2016.