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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
MAM
76
Martingale Asset Management
Massachusetts
$1.47M -$7.29K -235 -0.5%
Canada Life
77
Canada Life
Manitoba, Canada
$1.39M -$439K -14,150 -23%
Deutsche Bank
78
Deutsche Bank
Germany
$1.39M +$426K +13,713 +40%
CAM
79
Cresset Asset Management
Illinois
$1.39M +$77.8K +2,506 +6%
TC
80
TwinBeech Capital
New York
$1.34M +$1.43M +45,979 New
Millennium Management
81
Millennium Management
New York
$1.34M -$4.78M -153,927 -77%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$1.33M -$774K -24,926 -35%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$1.28M -$14.7K -474 -1%
GCM
84
Graham Capital Management
Connecticut
$1.24M +$113K +3,640 +9%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.23M +$119K +3,840 +10%
AQR Capital Management
86
AQR Capital Management
Connecticut
$1.22M +$384K +12,381 +42%
JCIA
87
Jackson Creek Investment Advisors
Colorado
$1.05M -$34.8K -1,120 -3%
Franklin Resources
88
Franklin Resources
California
$1.03M +$76.7K +2,472 +8%
DTL
89
Dynamic Technology Lab
Singapore
$1.02M +$367K +11,837 +51%
MCM
90
Mork Capital Management
California
$998K +$1.06M +34,200 New
AIMCA
91
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$980K – – –
MIM
92
MetLife Investment Management
New Jersey
$957K +$56.2K +1,809 +6%
American Century Companies
93
American Century Companies
Missouri
$955K +$696K +22,410 +217%
SA
94
Sanctuary Advisors
Indiana
$942K +$746K +24,014 +320%
Citadel Advisors
95
Citadel Advisors
Florida
$913K -$5.2M -167,394 -84%
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$890K +$34.8K +1,122 +4%
EGM
97
Engineers Gate Manager
New York
$872K -$897K -28,908 -49%
Wells Fargo
98
Wells Fargo
California
$842K +$218K +7,015 +32%
YIH
99
Y-Intercept (HK)
Hong Kong
$834K -$164K -5,285 -16%
CF
100
Corebridge Financial
Texas
$828K -$68.6K -2,210 -7%
2 3
4
5 6

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.