Upbound Group
UPBD
192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.
41% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 22
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more capital invested
Capital invested by funds: $1.71B → $1.96B (+$251M)
3% more funds holding
Funds holding: 186 → 192 (+6)
10% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 71
81% less call options, than puts
Call options by funds: $3.69M | Put options by funds: $19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$47.5M |
| 2 |
HCM
Hirzel Capital Management
Dallas,
Texas
|
+$27.7M |
| 3 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$24.8M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$20M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$86.9M |
| 2 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$33.8M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$24.8M |
| 4 |
HCM
Huber Capital Management
El Segundo,
California
|
-$22.9M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$20.6M |
UPBD Hedge Fund Activity: Q4 2014 in Review
192 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2014, worth a combined $1.96B — up 15% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UPBD positions and 22 closed out — a net gain of 9 holders — while 64 added to existing stakes and 71 trimmed.
The largest buyer was Adage Capital Partners, adding an estimated $47.5M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $86.9M.
- 192 institutional investors held Upbound Group (UPBD) as of Q4 2014, up from 186 in Q3 2014.
- Funds reported $1.96B of Upbound Group stock for Q4 2014, up 15% quarter-over-quarter.
- 31 funds opened new Upbound Group positions in Q4 2014 and 22 closed out, a net change of +9 holders.
- The largest Upbound Group buyer in Q4 2014 was Adage Capital Partners, an estimated $47.5M added.
- The largest Upbound Group seller in Q4 2014 was Hotchkis & Wiley Capital Management, an estimated $86.9M sold.
Based on aggregated 13F filings for Q4 2014.