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Upbound Group
UPBD

240 hedge funds and large institutions have $1.36B invested in Upbound Group in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 76 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

658% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $309K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 76

2.61% more ownership

Funds ownership: 82.68% → 85.29% (+2.6%)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

2% less funds holding

Funds holding: 245 → 240 (-5)

6% less capital invested

Capital invested by funds: $1.45B → $1.36B (-$84.3M)

Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
92
Reduced
76
Closed
38
Calls
$2.34M
Puts
$309K
Net Calls
+$2.03M
Net Calls Change
+$477K

Top Buyers

1
BlackRock
BlackRock
New York
+$11.2M
2
KCM
Kennedy Capital Management
Missouri
+$10.9M
3
Marshall Wace
Marshall Wace
United Kingdom
+$8.38M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$8.21M
5
Victory Capital Management
Victory Capital Management
Texas
+$5.25M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.75M
2
Goldman Sachs
Goldman Sachs
New York
-$7.88M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.8M
5
Millennium Management
Millennium Management
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$8.98M -$7.88M -253,951 -45%
Federated Hermes
27
Federated Hermes
Pennsylvania
$8.95M +$188K +6,041 +2%
AG
28
Algert Global
California
$8.38M +$676K +21,781 +8%
Verition Fund Management
29
Verition Fund Management
Connecticut
$8.01M +$3.74M +120,497 +78%
Victory Capital Management
30
Victory Capital Management
Texas
$7.81M +$5.25M +169,197 +172%
Principal Financial Group
31
Principal Financial Group
Iowa
$6.94M +$216K +6,954 +3%
JP Morgan Chase
32
JP Morgan Chase
New York
$6.87M +$1.65M +53,173 +29%
IIM
33
INTECH Investment Management
Florida
$6.22M +$3.64M +117,209 +122%
CSS
34
Cubist Systematic Strategies
Connecticut
$5.58M -$1.34M -43,177 -18%
Universal-Beteiligungs- und Servicegesellschaft
35
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.2M +$5.54M +178,299 New
AllianceBernstein
36
AllianceBernstein
Tennessee
$5.19M – – –
PAM
37
Panagora Asset Management
Massachusetts
$5.07M +$3.34M +107,576 +163%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$4.91M +$1.26M +40,584 +32%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$4.88M +$5.2M +167,397 New
Bank of America
40
Bank of America
North Carolina
$4.73M -$9.75M -314,106 -66%
Norges Bank
41
Norges Bank
Norway
$4.33M +$193K +6,203 +4%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$4.31M +$2.31M +74,565 +102%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.21M -$9.84K -317 -0.2%
UBS AM
44
UBS AM
Illinois
$4.09M +$670K +21,568 +18%
Legal & General Group
45
Legal & General Group
United Kingdom
$4.04M +$247K +7,972 +6%
Raymond James Financial
46
Raymond James Financial
Florida
$3.92M +$4.17M +134,459 New
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.54M +$560K +18,047 +17%
Axa
48
Axa
France
$3.5M +$1.44M +46,502 +63%
Ameriprise
49
Ameriprise
Minnesota
$3.46M -$47.8K -1,539 -1%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$3.44M +$508K +16,366 +16%
1
2
3 4 5

UPBD Hedge Fund Activity: Q4 2024 in Review

240 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2024, worth a combined $1.36B — down 5.8% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of UPBD and 37 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 92 added.

The largest buyer was BlackRock, adding an estimated $11.2M. The largest seller was Bank of America, cutting an estimated $9.75M.

  • 240 institutional investors held Upbound Group (UPBD) as of Q4 2024, down from 245 in Q3 2024.
  • Funds reported $1.36B of Upbound Group stock for Q4 2024, down 5.8% quarter-over-quarter.
  • 37 funds opened new Upbound Group positions in Q4 2024 and 38 closed out, a net change of -1 holder.
  • The largest Upbound Group buyer in Q4 2024 was BlackRock, an estimated $11.2M added.
  • The largest Upbound Group seller in Q4 2024 was Bank of America, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2024.