Upbound Group
UPBD
202 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 52
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
10% more call options, than puts
Call options by funds: $946K | Put options by funds: $859K
6% more funds holding
Funds holding: 190 → 202 (+12)
21% less capital invested
Capital invested by funds: $853M → $673M (-$181M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.78M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$8.22M |
| 3 |
Morgan Stanley
New York
|
+$7.47M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$7.18M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.1M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$10.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.2M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$9.74M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.09M |
UPBD Hedge Fund Activity: Q2 2016 in Review
202 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2016, worth a combined $673M — down 21% from $853M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new UPBD positions and 25 closed out — a net gain of 13 holders — while 89 added to existing stakes and 52 trimmed.
The largest buyer was Vanguard Group, adding an estimated $9.78M. The largest seller was Wellington Management Group, cutting an estimated $16.1M.
- 202 institutional investors held Upbound Group (UPBD) as of Q2 2016, up from 190 in Q1 2016.
- Funds reported $673M of Upbound Group stock for Q2 2016, down 21% quarter-over-quarter.
- 38 funds opened new Upbound Group positions in Q2 2016 and 25 closed out, a net change of +13 holders.
- The largest Upbound Group buyer in Q2 2016 was Vanguard Group, an estimated $9.78M added.
- The largest Upbound Group seller in Q2 2016 was Wellington Management Group, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2016.