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Upbound Group
UPBD

166 hedge funds and large institutions have $755M invested in Upbound Group in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $560M → $755M (+$195M)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

9% less funds holding

Funds holding: 182 → 166 (-16)

25.6% less ownership

Funds ownership: 121.58% → 95.98% (-26%)

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

45% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $60.2M

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
166
Holders Change
-16
Holders Change %
-8.79%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
38
Increased
52
Reduced
56
Closed
53
Calls
$33.1M
Puts
$60.2M
Net Calls
-$27M
Net Calls Change
+$730K

Top Buyers

1
MWNA
Marshall Wace North America
New York
+$21.7M
2
CCM
Chicago Capital Management
Illinois
+$11.2M
3
Man Group
Man Group
United Kingdom
+$8.56M
4
AA
AQR Arbitrage
Connecticut
+$8.56M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$6.4M

Top Sellers

1
AVC
Arlington Value Capital
Utah
-$43.8M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$26.8M
3
VCA
VIEX Capital Advisors
Florida
-$15.8M
4
FCM
Frontier Capital Management
Massachusetts
-$13.3M
5
ACM
Archer Capital Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
201
Wittenberg Investment Management
Massachusetts
– -$177K -20,500 Closed
HI
202
HBK Investments
Texas
– -$173K -20,100 Closed
CSS
203
Cubist Systematic Strategies
Connecticut
– -$148K -17,100 Closed
WS
204
Wedbush Securities
California
– -$134K -15,500 Closed
Nomura Holdings
205
Nomura Holdings
Japan
– -$130 -15,054 Closed
ZIM
206
Zacks Investment Management
Illinois
– -$104K -12,100 Closed
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
– -$102K -11,797 Closed
CL
208
Choreo LLC
Illinois
– -$89K -10,270 Closed
AC
209
Ashler Capital
Illinois
– -$88K -10,247 Closed
NA
210
Neuburgh Advisers
California
– -$69K -7,990 Closed
FCM
211
Flinton Capital Management
Pennsylvania
– -$57K -6,580 Closed
TAM
212
Tyers Asset Management
Texas
– -$45K -5,170 Closed
RCM
213
Riverhead Capital Management
Delaware
– -$37K -4,262 Closed
GHCM
214
Glen Harbor Capital Management
California
– -$33K -3,760 Closed
AOWM
215
Alpha Omega Wealth Management
Virginia
– -$13K -1,500 Closed
CIP
216
Convergence Investment Partners
Florida
– -$5K -635 Closed
SWP
217
Stratos Wealth Partners
Ohio
– -$5K -630 Closed
WAM
218
Wealthspire Advisors (Maryland)
Maryland
– +$119 +11 New
5 6 7 8
9

UPBD Hedge Fund Activity: Q2 2018 in Review

166 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2018, worth a combined $755M — up 35% from $560M a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of UPBD and 38 opened new positions — a net loss of 15 holders — while 56 trimmed existing stakes and 52 added.

The largest buyer was Marshall Wace North America, opening a new position worth an estimated $21.7M. The largest seller was Arlington Value Capital, cutting an estimated $43.8M.

  • 166 institutional investors held Upbound Group (UPBD) as of Q2 2018, down from 182 in Q1 2018.
  • Funds reported $755M of Upbound Group stock for Q2 2018, up 35% quarter-over-quarter.
  • 38 funds opened new Upbound Group positions in Q2 2018 and 53 closed out, a net change of -15 holders.
  • The largest Upbound Group buyer in Q2 2018 was Marshall Wace North America, an estimated $21.7M added.
  • The largest Upbound Group seller in Q2 2018 was Arlington Value Capital, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2018.