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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.2M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$10.9M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$8.38M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$8.21M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.75M |
| 2 |
Goldman Sachs
New York
|
-$7.88M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.8M |
| 5 |
Millennium Management
New York
|
-$4.78M |
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.