Upbound Group
UPBD
178 hedge funds and large institutions have $620M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.
103.61% more ownership
Funds ownership: 0% → 103.61% (+104%)
6% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 68
3% less funds holding
Funds holding: 184 → 178 (-6)
7% less capital invested
Capital invested by funds: $667M → $620M (-$47.6M)
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
83% less call options, than puts
Call options by funds: $3.68M | Put options by funds: $21.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$28.7M |
| 2 |
EC
Engaged Capital
Newport Beach,
California
|
+$25.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.2M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.26M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.07M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$6.28M |
| 3 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$6.08M |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$6.08M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$5.63M |
UPBD Hedge Fund Activity: Q4 2016 in Review
178 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2016, worth a combined $620M — down 7.1% from $667M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of UPBD and 21 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 64 added.
The largest buyer was Frontier Capital Management, adding an estimated $28.7M. The largest seller was Dimensional Fund Advisors, cutting an estimated $9.07M.
- 178 institutional investors held Upbound Group (UPBD) as of Q4 2016, down from 184 in Q3 2016.
- Funds reported $620M of Upbound Group stock for Q4 2016, down 7.1% quarter-over-quarter.
- 21 funds opened new Upbound Group positions in Q4 2016 and 25 closed out, a net change of -4 holders.
- The largest Upbound Group buyer in Q4 2016 was Frontier Capital Management, an estimated $28.7M added.
- The largest Upbound Group seller in Q4 2016 was Dimensional Fund Advisors, an estimated $9.07M sold.
Based on aggregated 13F filings for Q4 2016.