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Upbound Group
UPBD

247 hedge funds and large institutions have $1.53B invested in Upbound Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.01M

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

6.31% more ownership

Funds ownership: 84.86% → 91.17% (+6.3%)

2% more funds holding

Funds holding: 243 → 247 (+4)

6% less capital invested

Capital invested by funds: $1.63B → $1.53B (-$99.3M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
101
Reduced
77
Closed
33
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M

Top Buyers

1
IC
IEQ Capital
California
+$81.7M
2
CCPM
Cooper Creek Partners Management
New York
+$26.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$12M
5
HCM
Huber Capital Management
California
+$8.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$22.8M
2
EC
Engaged Capital
California
-$15.9M
3
SCM
SG Capital Management
Illinois
-$12.2M
4
American Century Companies
American Century Companies
Missouri
-$12.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$3.25K – – –
SAM
227
Smartleaf Asset Management
Massachusetts
$3.13K +$3.32K +104 New
UB
228
UMB Bank
Missouri
$3.04K +$2.59K +81 +450%
LFA
229
LGT Financial Advisors
Texas
$2.73K +$2.84K +89 New
PFBT
230
Parkside Financial Bank & Trust
Missouri
$1.97K – – –
FFA
231
Frazier Financial Advisors
Ohio
$1.91K -$3.77K -118 -66%
LC
232
Lindbrook Capital
California
$1.78K +$1.85K +58 New
AF
233
Allworth Financial
California
$1.7K +$256 +8 +18%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$1.57K +$1.63K +51 New
EBA
235
Eagle Bay Advisors
New York
$1.55K – – –
JWA
236
JFS Wealth Advisors
Pennsylvania
$1.41K – – –
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$1.07K – – –
JSAM
238
J. Safra Asset Management
New York
$1.01K +$1.05K +33 New
CAL
239
Capital Advisors Ltd
Ohio
$1K – – –
CPG
240
Cornerstone Planning Group
New Jersey
$889 +$862 +27 New
RIL
241
Rothschild Investment LLC
Illinois
$768 +$639 +20 +400%
IC
242
Innealta Capital
Texas
$737 +$767 +24 New
AAP
243
Arax Advisory Partners
Colorado
$614 +$639 +20 New
PA
244
Pineridge Advisors
Missouri
$553 – – –
SIC
245
SJS Investment Consulting
Ohio
$492 – – –
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$338 +$32 +1 +10%
TFM
247
TFC Financial Management
Massachusetts
$31 +$32 +1 New
GRP
248
Global Retirement Partners
California
$2 -$575 -18 Closed
SCM
249
SG Capital Management
Illinois
– -$12.2M -346,439 Closed
PFMOSF
250
Philadelphia Financial Management of San Francisco
California
– -$8.31M -236,029 Closed
8 9
10
11 12

UPBD Hedge Fund Activity: Q2 2024 in Review

247 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2024, worth a combined $1.53B — down 6.1% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UPBD positions and 33 closed out — a net gain of 7 holders — while 101 added to existing stakes and 77 trimmed.

The largest buyer was IEQ Capital, adding an estimated $81.7M. The largest seller was Bank of America, cutting an estimated $22.8M.

  • 247 institutional investors held Upbound Group (UPBD) as of Q2 2024, up from 243 in Q1 2024.
  • Funds reported $1.53B of Upbound Group stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 40 funds opened new Upbound Group positions in Q2 2024 and 33 closed out, a net change of +7 holders.
  • The largest Upbound Group buyer in Q2 2024 was IEQ Capital, an estimated $81.7M added.
  • The largest Upbound Group seller in Q2 2024 was Bank of America, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2024.