Upbound Group
UPBD
187 hedge funds and large institutions have $705M invested in Upbound Group in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 21 closing their positions.
67% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 21
6% more funds holding
Funds holding: 176 → 187 (+11)
5.39% more ownership
Funds ownership: 109.83% → 115.22% (+5.4%)
3% more capital invested
Capital invested by funds: $685M → $705M (+$20.2M)
0% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 59
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
79% less call options, than puts
Call options by funds: $20.5M | Put options by funds: $97.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Archer Capital Management
New York
|
+$12M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$11M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$10.6M |
| 4 |
HCM
Highbridge Capital Management
New York
|
+$6.24M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$5.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratia Capital
Los Angeles,
California
|
-$10.1M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$8.11M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.56M |
| 4 |
Rafferty Asset Management
New York
|
-$5.38M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.61M |
UPBD Hedge Fund Activity: Q3 2017 in Review
187 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2017, worth a combined $705M — up 3% from $685M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UPBD positions and 21 closed out — a net gain of 14 holders — while 59 added to existing stakes and 59 trimmed.
The largest buyer was Archer Capital Management, adding an estimated $12M. The largest seller was Gratia Capital, cutting an estimated $10.1M.
- 187 institutional investors held Upbound Group (UPBD) as of Q3 2017, up from 176 in Q2 2017.
- Funds reported $705M of Upbound Group stock for Q3 2017, up 3% quarter-over-quarter.
- 35 funds opened new Upbound Group positions in Q3 2017 and 21 closed out, a net change of +14 holders.
- The largest Upbound Group buyer in Q3 2017 was Archer Capital Management, an estimated $12M added.
- The largest Upbound Group seller in Q3 2017 was Gratia Capital, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2017.