Upbound Group
UPBD
190 hedge funds and large institutions have $853M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 62
0% more capital invested
Capital invested by funds: $853M → $853M (+$702K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 205 → 190 (-15)
29% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 48
52% less call options, than puts
Call options by funds: $1.88M | Put options by funds: $3.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.9M |
| 2 |
Morgan Stanley
New York
|
+$9.94M |
| 3 |
O
OppenheimerFunds
New York
|
+$8.72M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$8.14M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$7.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.4M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$18.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.1M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$8.97M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$8.78M |
UPBD Hedge Fund Activity: Q1 2016 in Review
190 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q1 2016, worth a combined $853M — up 0.08% from $853M a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of UPBD and 34 opened new positions — a net loss of 14 holders — while 62 trimmed existing stakes and 75 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $10.9M. The largest seller was Fidelity Investments, cutting an estimated $58.4M.
- 190 institutional investors held Upbound Group (UPBD) as of Q1 2016, down from 205 in Q4 2015.
- Funds reported $853M of Upbound Group stock for Q1 2016, up 0.08% quarter-over-quarter.
- 34 funds opened new Upbound Group positions in Q1 2016 and 48 closed out, a net change of -14 holders.
- The largest Upbound Group buyer in Q1 2016 was BlackRock Fund Advisors, an estimated $10.9M added.
- The largest Upbound Group seller in Q1 2016 was Fidelity Investments, an estimated $58.4M sold.
Based on aggregated 13F filings for Q1 2016.