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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
Citigroup
51
Citigroup
New York
$2.86M +$1.86M +58,104 +166%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.8M – – –
Allianz Asset Management
53
Allianz Asset Management
Germany
$2.69M +$298K +9,316 +12%
MAM
54
Martingale Asset Management
Massachusetts
$2.63M +$556K +17,406 +25%
FNBOO
55
First National Bank of Omaha
Nebraska
$2.54M +$2.37M +74,219 +860%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$2.46M – – –
JP Morgan Chase
57
JP Morgan Chase
New York
$2.43M -$2.31M -72,243 -48%
RJA
58
Raymond James & Associates
Florida
$2.21M -$107K -3,349 -4%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$2.21M +$764K +23,932 +50%
MPM
60
Meritage Portfolio Management
Kansas
$2.2M +$2.29M +71,702 New
CSS
61
Cubist Systematic Strategies
Connecticut
$2.17M +$2.21M +69,160 +4,547%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$2.12M -$276K -8,645 -11%
Two Sigma Investments
63
Two Sigma Investments
New York
$2.08M +$1.9M +59,365 +704%
IP
64
Interval Partners
New York
$2M -$985K -30,830 -32%
Jane Street
65
Jane Street
New York
$1.98M +$581K +18,197 +39%
UBS Group
66
UBS Group
Switzerland
$1.96M -$1.2M -37,562 -37%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$1.95M +$50.9K +1,592 +3%
FNA
68
First National Advisers
Nebraska
$1.93M +$497K +15,550 +33%
Canada Life
69
Canada Life
Manitoba, Canada
$1.89M +$238K +7,450 +14%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$1.83M +$1.41M +44,028 +280%
KCM
71
Kendall Capital Management
Maryland
$1.66M -$6.84K -214 -0.4%
Walleye Capital
72
Walleye Capital
New York
$1.55M +$1.42M +44,584 +741%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$1.54M +$933K +29,200 +138%
Prudential Financial
74
Prudential Financial
New Jersey
$1.49M -$78K -2,441 -5%
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$1.49M -$873K -27,326 -36%
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3
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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.