Upbound Group
UPBD
186 hedge funds and large institutions have $1.66B invested in Upbound Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 19 closing their positions.
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
5% more capital invested
Capital invested by funds: $1.58B → $1.66B (+$80.2M)
2% more funds holding
Funds holding: 183 → 186 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 74
79% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $4.95M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$14.7M |
| 2 |
ERM
Elm Ridge Management
Briarcliff Manor,
New York
|
+$8.93M |
| 3 |
Millennium Management
New York
|
+$6.1M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$4.73M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$20.4M |
| 2 |
HCM
Huber Capital Management
El Segundo,
California
|
-$10.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.63M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$9.26M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$9.11M |
UPBD Hedge Fund Activity: Q2 2014 in Review
186 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2014, worth a combined $1.66B — up 5.1% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new UPBD positions and 19 closed out — a net gain of 3 holders — while 63 added to existing stakes and 74 trimmed.
The largest buyer was Norges Bank, adding an estimated $14.7M. The largest seller was River Road Asset Management, exiting entirely with an estimated $20.4M sold.
- 186 institutional investors held Upbound Group (UPBD) as of Q2 2014, up from 183 in Q1 2014.
- Funds reported $1.66B of Upbound Group stock for Q2 2014, up 5.1% quarter-over-quarter.
- 22 funds opened new Upbound Group positions in Q2 2014 and 19 closed out, a net change of +3 holders.
- The largest Upbound Group buyer in Q2 2014 was Norges Bank, an estimated $14.7M added.
- The largest Upbound Group seller in Q2 2014 was River Road Asset Management, an estimated $20.4M sold.
Based on aggregated 13F filings for Q2 2014.