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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
Fisher Asset Management
251
Fisher Asset Management
Washington
– -$5.65M -160,346 Closed
TPSF
252
Texas Permanent School Fund
Texas
– -$1.37M -38,965 Closed
IA
253
Inspire Advisors
Idaho
– -$1.24M -35,246 Closed
AIG
254
American International Group
New York
– -$1M -28,447 Closed
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
– -$615K -26,432 Closed
ECM
256
ExodusPoint Capital Management
New York
– -$798K -22,666 Closed
First Trust Advisors
257
First Trust Advisors
Illinois
– -$723K -20,524 Closed
IAN
258
Integrated Advisors Network
Texas
– -$350K -9,948 Closed
SAG
259
SageView Advisory Group
California
– -$4.79M -9,678 Closed
QT
260
Quantbot Technologies
New York
– -$330K -9,367 Closed
CFM
261
Catalyst Funds Management
Australia
– -$308K -8,740 Closed
AC
262
AXQ Capital
New Jersey
– -$299K -8,491 Closed
Envestnet Asset Management
263
Envestnet Asset Management
Illinois
– -$290K -8,249 Closed
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
– -$280K -7,940 Closed
NRD
265
Nebula Research & Development
New York
– -$278K -7,903 Closed
CIM
266
Contravisory Investment Management
Massachusetts
– -$275K -7,820 Closed
Mariner
267
Mariner
Kansas
– -$268K -7,618 Closed
TW
268
Trajan Wealth
Arizona
– -$222K -6,316 Closed
Pictet Asset Management
269
Pictet Asset Management
Switzerland
– -$222K -6,304 Closed
ECM
270
Evergreen Capital Management
Washington
– -$209K -5,940 Closed
SG Americas Securities
271
SG Americas Securities
New York
– -$112K -3,189 Closed
MLICM
272
Metropolitan Life Insurance Company (MetLife)
New York
– -$99.5K -2,825 Closed
PP
273
Pacifica Partners
Canada
– -$97K -2,773 Closed
Allspring Global Investments
274
Allspring Global Investments
North Carolina
– -$57.7K -1,640 Closed
HT
275
Headlands Technologies
Illinois
– -$29.4K -834 Closed
8 9 10
11
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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.