Upbound Group
UPBD
204 hedge funds and large institutions have $1.98B 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.
144% more call options, than puts
Call options by funds: $1.98M | Put options by funds: $813K
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
10% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 69
6% more funds holding
Funds holding: 192 → 204 (+12)
15% less capital invested
Capital invested by funds: $2.33B → $1.98B (-$358M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$36.5M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$12.9M |
| 3 |
HCM
Huber Capital Management
El Segundo,
California
|
+$10.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$10.1M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$9.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$79.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$32.4M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$18M |
| 4 |
Bank of New York Mellon
New York
|
-$16.1M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$13.9M |
UPBD Hedge Fund Activity: Q4 2013 in Review
204 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2013, worth a combined $1.98B — down 15% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new UPBD positions and 24 closed out — a net gain of 12 holders — while 76 added to existing stakes and 69 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $36.5M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $79.2M sold.
- 204 institutional investors held Upbound Group (UPBD) as of Q4 2013, up from 192 in Q3 2013.
- Funds reported $1.98B of Upbound Group stock for Q4 2013, down 15% quarter-over-quarter.
- 36 funds opened new Upbound Group positions in Q4 2013 and 24 closed out, a net change of +12 holders.
- The largest Upbound Group buyer in Q4 2013 was Hotchkis & Wiley Capital Management, an estimated $36.5M added.
- The largest Upbound Group seller in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $79.2M sold.
Based on aggregated 13F filings for Q4 2013.