Upbound Group
UPBD
211 hedge funds and large institutions have $1.48B invested in Upbound Group in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 28 closing their positions.
46% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 28
41% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 59
35% more capital invested
Capital invested by funds: $1.09B → $1.48B (+$382M)
5.44% more ownership
Funds ownership: 97.04% → 102.47% (+5.4%)
4% more funds holding
Funds holding: 202 → 211 (+9)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
36% less call options, than puts
Call options by funds: $34.8M | Put options by funds: $54.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$45.9M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$28.5M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$20.6M |
| 4 |
Morgan Stanley
New York
|
+$16.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$15.6M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$15.3M |
| 3 |
WIC
Water Island Capital
New York
|
-$11.6M |
| 4 |
Goldman Sachs
New York
|
-$11.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.6M |
UPBD Hedge Fund Activity: Q2 2019 in Review
211 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2019, worth a combined $1.48B — up 35% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new UPBD positions and 28 closed out — a net gain of 13 holders — while 83 added to existing stakes and 59 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $45.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $15.6M sold.
- 211 institutional investors held Upbound Group (UPBD) as of Q2 2019, up from 202 in Q1 2019.
- Funds reported $1.48B of Upbound Group stock for Q2 2019, up 35% quarter-over-quarter.
- 41 funds opened new Upbound Group positions in Q2 2019 and 28 closed out, a net change of +13 holders.
- The largest Upbound Group buyer in Q2 2019 was Renaissance Technologies, an estimated $45.9M added.
- The largest Upbound Group seller in Q2 2019 was Two Sigma Investments, an estimated $15.6M sold.
Based on aggregated 13F filings for Q2 2019.