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Upbound Group
UPBD

193 hedge funds and large institutions have $759M invested in Upbound Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12.98% more ownership

Funds ownership: 115.22% → 128.2% (+13%)

8% more capital invested

Capital invested by funds: $705M → $759M (+$53.6M)

3% more funds holding

Funds holding: 187 → 193 (+6)

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

58% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $160M

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
31
Increased
58
Reduced
71
Closed
25
Calls
$66.7M
Puts
$160M
Net Calls
-$93M
Net Calls Change
-$15.6M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$19.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.6M
3
AVC
Arlington Value Capital
Utah
+$10.9M
4
HCS
Harvest Capital Strategies
California
+$7.28M
5
State Street
State Street
Massachusetts
+$6.17M

Top Sellers

1
HCM
Highbridge Capital Management
New York
-$5.79M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$4.91M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.71M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$3.71M
5
NFA
Nationwide Fund Advisors
Ohio
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
Engaged Capital
California
$99.7M – – –
BlackRock
2
BlackRock
New York
$71.8M +$1.6M +145,831 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.4M +$1.66M +151,470 +4%
AVC
4
Arlington Value Capital
Utah
$45.2M +$10.9M +1,000,103 +33%
FCM
5
Frontier Capital Management
Massachusetts
$34M -$1.67M -152,899 -5%
State Street
6
State Street
Massachusetts
$25.1M +$6.17M +563,311 +33%
BIP
7
Brandes Investment Partners
California
$22.1M +$1.91M +174,472 +10%
Nomura Holdings
8
Nomura Holdings
Japan
$21.4M – – –
PFMOSF
9
Philadelphia Financial Management of San Francisco
California
$19.5M +$19.2M +1,754,432 New
ACM
10
Archer Capital Management
New York
$18.4M -$187K -17,050 -1%
Charles Schwab
11
Charles Schwab
California
$17.1M -$397K -36,255 -2%
JP Morgan Chase
12
JP Morgan Chase
New York
$14.7M -$1.07M -97,810 -7%
MCM
13
Marcato Capital Management
California
$13.5M +$5.34M +487,941 +67%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$13M +$12.6M +1,153,721 +8,547%
Norges Bank
15
Norges Bank
Norway
$11.3M – – –
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$11M -$64.8K -5,922 -0.6%
HPC
17
Hill Path Capital
New York
$10.6M – – –
Deutsche Bank
18
Deutsche Bank
Germany
$10.4M +$1.75M +159,736 +21%
TSW
19
Thompson Siegel & Walmsley
Virginia
$10.2M -$1.43M -130,794 -12%
ERM
20
Elm Ridge Management
New York
$9.1M +$1.53M +139,940 +21%
Goldman Sachs
21
Goldman Sachs
New York
$8.37M +$4.17M +381,057 +102%
Morgan Stanley
22
Morgan Stanley
New York
$8.26M +$3.85M +351,634 +90%
Invesco
23
Invesco
Georgia
$7.75M +$448K +40,948 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.45M -$1.68M -153,577 -19%
HCS
25
Harvest Capital Strategies
California
$7.38M +$7.28M +664,750 New
1
2 3 4 5

UPBD Hedge Fund Activity: Q4 2017 in Review

193 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2017, worth a combined $759M — up 7.6% from $705M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPBD positions and 25 closed out — a net gain of 6 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $19.2M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $5.79M sold.

  • 193 institutional investors held Upbound Group (UPBD) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $759M of Upbound Group stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 31 funds opened new Upbound Group positions in Q4 2017 and 25 closed out, a net change of +6 holders.
  • The largest Upbound Group buyer in Q4 2017 was Philadelphia Financial Management of San Francisco, an estimated $19.2M added.
  • The largest Upbound Group seller in Q4 2017 was Highbridge Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2017.