Upbound Group
UPBD
204 hedge funds and large institutions have $1.17B invested in Upbound Group in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 29 closing their positions.
9% more capital invested
Capital invested by funds: $1.08B → $1.17B (+$94.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
1% less funds holding
Funds holding: 206 → 204 (-2)
2.61% less ownership
Funds ownership: 88.33% → 85.71% (-2.6%)
29% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 83
70% less call options, than puts
Call options by funds: $8.91M | Put options by funds: $29.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.06M |
| 2 |
EC
Engaged Capital
Newport Beach,
California
|
+$6.53M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$2.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$1.83M |
| 5 |
BI
Bramshill Investments
Naples,
Florida
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$10.1M |
| 2 |
KHCM
Kettle Hill Capital Management
New York
|
-$6.37M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.27M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.32M |
| 5 |
VIG
Vienna Insurance Group
Warsaw,
Poland
|
-$3.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$902 | -40 | Closed |
|
|
ACM
227
AUA Capital Management
Camp Hill,
Pennsylvania
| – | -$609 | -27 | Closed |
|
|
FGAM
228
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$594 | -23 | Closed |
|
|
AWM
229
Activest Wealth Management
Aventure,
Florida
| – | -$469 | -21 | Closed |
|
|
HIA
230
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$226 | -10 | Closed |
|
|
SFG
231
Steward Financial Group
Colleyville,
Texas
| – | +$386 | +15 | +94% |
|
UPBD Hedge Fund Activity: Q1 2023 in Review
204 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q1 2023, worth a combined $1.17B — up 8.8% from $1.08B a quarter earlier.
Fund positioning in UPBD was balanced in Q1 2023: 29 funds opened new positions, 29 closed out, 59 added to existing stakes and 83 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $9.06M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $10.1M.
- 204 institutional investors held Upbound Group (UPBD) as of Q1 2023, down from 206 in Q4 2022.
- Funds reported $1.17B of Upbound Group stock for Q1 2023, up 8.8% quarter-over-quarter.
- 29 funds opened new Upbound Group positions in Q1 2023 and 29 closed out, a net change of 0 holders.
- The largest Upbound Group buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $9.06M added.
- The largest Upbound Group seller in Q1 2023 was Philadelphia Financial Management of San Francisco, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2023.