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Upbound Group
UPBD

206 hedge funds and large institutions have $1.08B invested in Upbound Group in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $832M → $1.08B (+$245M)

8% more ownership

Funds ownership: 80.33% → 88.33% (+8%)

5% less funds holding

Funds holding: 216 → 206 (-10)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

47% less call options, than puts

Call options by funds: $7.98M | Put options by funds: $15M

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
62
Reduced
84
Closed
44
Calls
$7.98M
Puts
$15M
Net Calls
-$7.04M
Net Calls Change
+$2.31M

Top Buyers

1
EC
Engaged Capital
California
+$22.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$9.56M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$9.11M
5
KHCM
Kettle Hill Capital Management
New York
+$6.05M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.65M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.57M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$4.94M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.37M
5
Morgan Stanley
Morgan Stanley
New York
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$118K -$621 -29 -0.5%
Osaic Holdings
152
Osaic Holdings
Arizona
$111K -$42.5K -1,984 -29%
SAM
153
Shell Asset Management
Netherlands
$104K -$21K -979 -17%
AIP
154
Ameritas Investment Partners
Nebraska
$102K – – –
CG
155
Cutler Group
California
$73K +$61.3K +2,860 +741%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$72.7K – – –
MAM
157
Meeder Asset Management
Ohio
$67.9K -$17.5K -815 -21%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$66K -$20.2K -945 -25%
LWP
159
Lumature Wealth Partners
Georgia
$56.4K +$53.6K +2,500 New
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$38K -$55.3K -2,583 -61%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$34K -$16.2K -754 -33%
Dimensional Fund Advisors
162
Dimensional Fund Advisors
Texas
$32.7K +$4.61M +215,377 +17%
CA
163
Clearstead Advisors
Ohio
$31.6K – – –
WWM
164
Wolff Wiese Magana
California
$22.6K – – –
US Bancorp
165
US Bancorp
Minnesota
$21.9K -$32.2K -1,503 -61%
QCG
166
Quadrant Capital Group
Ohio
$21.2K +$16K +747 +385%
ASN
167
Advisory Services Network
Georgia
$19.6K +$18.6K +870 New
SWA
168
Sutton Wealth Advisors
Florida
$19.2K -$10.4K -486 -36%
BTI
169
Blue Trust Inc
Georgia
$17K +$4.03K +188 +24%
MCC
170
Money Concepts Capital
Florida
$16K +$15.2K +711 New
TPCW
171
TD Private Client Wealth
New York
$15.2K – – –
BWA
172
BDO Wealth Advisors
Florida
$13.5K – – –
AF
173
Allworth Financial
California
$12.2K – – –
BAM
174
Belpointe Asset Management
Nevada
$11.3K +$10.7K +500 New
AF
175
Advisornet Financial
Minnesota
$10K +$279 +13 +3%
5 6
7
8 9

UPBD Hedge Fund Activity: Q4 2022 in Review

206 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2022, worth a combined $1.08B — up 29% from $832M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UPBD and 35 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 62 added.

The largest buyer was Engaged Capital, adding an estimated $22.3M. The largest seller was Fidelity Investments, cutting an estimated $9.65M.

  • 206 institutional investors held Upbound Group (UPBD) as of Q4 2022, down from 216 in Q3 2022.
  • Funds reported $1.08B of Upbound Group stock for Q4 2022, up 29% quarter-over-quarter.
  • 35 funds opened new Upbound Group positions in Q4 2022 and 44 closed out, a net change of -9 holders.
  • The largest Upbound Group buyer in Q4 2022 was Engaged Capital, an estimated $22.3M added.
  • The largest Upbound Group seller in Q4 2022 was Fidelity Investments, an estimated $9.65M sold.

Based on aggregated 13F filings for Q4 2022.