Upbound Group
UPBD
166 hedge funds and large institutions have $755M invested in Upbound Group in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 53 closing their positions.
35% more capital invested
Capital invested by funds: $560M → $755M (+$195M)
7% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 56
9% less funds holding
Funds holding: 182 → 166 (-16)
25.6% less ownership
Funds ownership: 121.58% → 95.98% (-26%)
28% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 53
45% less call options, than puts
Call options by funds: $33.1M | Put options by funds: $60.2M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| 1 |
MWNA
Marshall Wace North America
New York
|
+$21.7M |
| 2 |
CCM
Chicago Capital Management
Chicago,
Illinois
|
+$11.2M |
| 3 |
Man Group
London,
United Kingdom
|
+$8.56M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$8.56M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$6.4M |
Top Sellers
UPBD Hedge Fund Activity: Q2 2018 in Review
166 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2018, worth a combined $755M — up 35% from $560M a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of UPBD and 38 opened new positions — a net loss of 15 holders — while 56 trimmed existing stakes and 52 added.
The largest buyer was Marshall Wace North America, opening a new position worth an estimated $21.7M. The largest seller was Arlington Value Capital, cutting an estimated $43.8M.
- 166 institutional investors held Upbound Group (UPBD) as of Q2 2018, down from 182 in Q1 2018.
- Funds reported $755M of Upbound Group stock for Q2 2018, up 35% quarter-over-quarter.
- 38 funds opened new Upbound Group positions in Q2 2018 and 53 closed out, a net change of -15 holders.
- The largest Upbound Group buyer in Q2 2018 was Marshall Wace North America, an estimated $21.7M added.
- The largest Upbound Group seller in Q2 2018 was Arlington Value Capital, an estimated $43.8M sold.
Based on aggregated 13F filings for Q2 2018.