Upbound Group
UPBD
188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 52
8% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 26
2% less funds holding
Funds holding: 192 → 188 (-4)
25% less capital invested
Capital invested by funds: $1.96B → $1.46B (-$496M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
88% less call options, than puts
Call options by funds: $1.68M | Put options by funds: $13.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$32.7M |
| 2 |
HCM
Hirzel Capital Management
Dallas,
Texas
|
+$23.4M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
+$12.9M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$7.19M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$6.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.1M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$22.9M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$15.4M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.34M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$8.36M |
UPBD Hedge Fund Activity: Q1 2015 in Review
188 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q1 2015, worth a combined $1.46B — down 25% from $1.96B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of UPBD and 24 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 86 added.
The largest buyer was Westwood Holdings Group, adding an estimated $32.7M. The largest seller was Fidelity Investments, cutting an estimated $52.1M.
- 188 institutional investors held Upbound Group (UPBD) as of Q1 2015, down from 192 in Q4 2014.
- Funds reported $1.46B of Upbound Group stock for Q1 2015, down 25% quarter-over-quarter.
- 24 funds opened new Upbound Group positions in Q1 2015 and 26 closed out, a net change of -2 holders.
- The largest Upbound Group buyer in Q1 2015 was Westwood Holdings Group, an estimated $32.7M added.
- The largest Upbound Group seller in Q1 2015 was Fidelity Investments, an estimated $52.1M sold.
Based on aggregated 13F filings for Q1 2015.