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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
AIP
176
Ameritas Investment Partners
Nebraska
$160K – – –
PD
177
Point72 (DIFC)
United Arab Emirates
$145K +$154K +4,966 New
SPIA
178
Steward Partners Investment Advisory
New York
$135K -$3.46M -111,314 -96%
PCM
179
Palouse Capital Management
Washington
$118K -$23.1K -745 -16%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$110K +$13.3K +429 +13%
HI
181
Harbour Investments
Wisconsin
$97.9K – – –
Osaic Holdings
182
Osaic Holdings
Arizona
$92.2K -$10.1K -324 -9%
QL
183
Quarry LP
New York
$78.7K -$18.1K -584 -18%
CWA
184
Carolina Wealth Advisors
South Carolina
$70K -$2.11K -68 -3%
Royal Bank of Canada
185
Royal Bank of Canada
Ontario, Canada
$69K -$184K -5,936 -72%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.4K +$1.86K +60 +3%
Lazard Asset Management
187
Lazard Asset Management
New York
$53K -$13K -418 -18%
BTI
188
Blue Trust Inc
Georgia
$50.6K +$5.18K +167 +11%
AAM
189
Advisors Asset Management
Colorado
$40.8K +$43.5K +1,400 New
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$40K +$3.26K +105 +8%
C
191
Covestor
United Kingdom
$39K +$6.27K +202 +18%
CA
192
Clearstead Advisors
Ohio
$35K – – –
DekaBank Deutsche Girozentrale
193
DekaBank Deutsche Girozentrale
Germany
$31K – – –
WWM
194
Wolff Wiese Magana
California
$29.2K – – –
HCP
195
Hexagon Capital Partners
Arkansas
$27.9K +$4.66K +150 +19%
RS
196
R Squared
Hong Kong
$25.4K +$27K +870 New
TPCW
197
TD Private Client Wealth
New York
$23.9K +$2.3K +74 +10%
Nomura Asset Management
198
Nomura Asset Management
Japan
$23K – – –
SAM
199
Smartleaf Asset Management
Massachusetts
$20.1K +$19.6K +630 +926%
MCM
200
MAI Capital Management
Ohio
$14K +$14.9K +479 New
6 7
8
9 10

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.