Upbound Group
UPBD
233 hedge funds and large institutions have $1.52B invested in Upbound Group in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 92 reducing their positions, and 24 closing their positions.
393% more call options, than puts
Call options by funds: $3.45M | Put options by funds: $700K
88% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 24
14% more capital invested
Capital invested by funds: $1.33B → $1.52B (+$184M)
9% more funds holding
Funds holding: 214 → 233 (+19)
1.4% more ownership
Funds ownership: 80.76% → 82.16% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
32% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.5M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$6.67M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.67M |
| 4 |
BlackRock
New York
|
+$5.3M |
| 5 |
Morgan Stanley
New York
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Engaged Capital
Newport Beach,
California
|
-$37.8M |
| 2 |
IP
Interval Partners
New York
|
-$4.68M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.52M |
| 4 |
Bank of New York Mellon
New York
|
-$3.73M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.48M |
UPBD Hedge Fund Activity: Q4 2023 in Review
233 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2023, worth a combined $1.52B — up 14% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new UPBD positions and 24 closed out — a net gain of 21 holders — while 63 added to existing stakes and 92 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $19.5M. The largest seller was Engaged Capital, cutting an estimated $37.8M.
- 233 institutional investors held Upbound Group (UPBD) as of Q4 2023, up from 214 in Q3 2023.
- Funds reported $1.52B of Upbound Group stock for Q4 2023, up 14% quarter-over-quarter.
- 45 funds opened new Upbound Group positions in Q4 2023 and 24 closed out, a net change of +21 holders.
- The largest Upbound Group buyer in Q4 2023 was Fidelity Investments, an estimated $19.5M added.
- The largest Upbound Group seller in Q4 2023 was Engaged Capital, an estimated $37.8M sold.
Based on aggregated 13F filings for Q4 2023.