Upbound Group
UPBD
221 hedge funds and large institutions have $1.66B invested in Upbound Group in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 30 closing their positions.
14% more capital invested
Capital invested by funds: $1.45B → $1.66B (+$208M)
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
1.51% more ownership
Funds ownership: 103.74% → 105.24% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 223 → 221 (-2)
16% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 88
74% less call options, than puts
Call options by funds: $14.6M | Put options by funds: $55.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$16.5M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$14.9M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$13.5M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$12.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
LMR Partners
London,
United Kingdom
|
-$24.1M |
| 2 |
Goldman Sachs
New York
|
-$13.2M |
| 3 |
Millennium Management
New York
|
-$10.8M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$9.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.09M |
UPBD Hedge Fund Activity: Q4 2019 in Review
221 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2019, worth a combined $1.66B — up 14% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UPBD positions and 30 closed out — a net gain of 4 holders — while 74 added to existing stakes and 88 trimmed.
The largest buyer was Royce & Associates, adding an estimated $16.5M. The largest seller was LMR Partners, exiting entirely with an estimated $24.1M sold.
- 221 institutional investors held Upbound Group (UPBD) as of Q4 2019, down from 223 in Q3 2019.
- Funds reported $1.66B of Upbound Group stock for Q4 2019, up 14% quarter-over-quarter.
- 34 funds opened new Upbound Group positions in Q4 2019 and 30 closed out, a net change of +4 holders.
- The largest Upbound Group buyer in Q4 2019 was Royce & Associates, an estimated $16.5M added.
- The largest Upbound Group seller in Q4 2019 was LMR Partners, an estimated $24.1M sold.
Based on aggregated 13F filings for Q4 2019.