Upbound Group
UPBD
186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
3% more capital invested
Capital invested by funds: $1.66B → $1.71B (+$51.7M)
0% more funds holding
Funds holding: 186 → 186 (0)
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
24% less call options, than puts
Call options by funds: $2.99M | Put options by funds: $3.92M
32% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$38.7M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$26.9M |
| 3 |
HCM
Hirzel Capital Management
Dallas,
Texas
|
+$11.8M |
| 4 |
ERM
Elm Ridge Management
Briarcliff Manor,
New York
|
+$11.3M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$9.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$41.3M |
| 2 |
HCM
Huber Capital Management
El Segundo,
California
|
-$22.7M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$15.5M |
| 4 |
KIM
Kestrel Investment Management
San Mateo,
California
|
-$14.6M |
| 5 |
MC
MIG Capital
Newport Beach,
California
|
-$8.3M |
UPBD Hedge Fund Activity: Q3 2014 in Review
186 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2014, worth a combined $1.71B — up 3.1% from $1.66B a quarter earlier.
Fund positioning in UPBD was balanced in Q3 2014: 24 funds opened new positions, 24 closed out, 56 added to existing stakes and 82 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $38.7M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $41.3M.
- 186 institutional investors held Upbound Group (UPBD) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $1.71B of Upbound Group stock for Q3 2014, up 3.1% quarter-over-quarter.
- 24 funds opened new Upbound Group positions in Q3 2014 and 24 closed out, a net change of 0 holders.
- The largest Upbound Group buyer in Q3 2014 was Westwood Holdings Group, an estimated $38.7M added.
- The largest Upbound Group seller in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $41.3M sold.
Based on aggregated 13F filings for Q3 2014.