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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$1.4M -$39.2K -1,228 -3%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$1.39M +$415K +13,000 +40%
Jacobs Levy Equity Management
78
Jacobs Levy Equity Management
New Jersey
$1.39M +$397K +12,421 +38%
CAM
79
Cresset Asset Management
Illinois
$1.29M +$166K +5,203 +14%
SAM
80
Secure Asset Management
Michigan
$1.26M +$58.2K +1,821 +5%
Amundi
81
Amundi
France
$1.22M -$42.5K -1,330 -3%
Victory Capital Management
82
Victory Capital Management
Texas
$1.19M +$102K +3,178 +9%
SSA
83
Schonfeld Strategic Advisors
New York
$1.14M -$885K -27,691 -43%
BBVA
84
Banco Bilbao Vizcaya Argentaria
Spain
$1.14M +$1.19M +37,101 New
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.14M +$79.9K +2,502 +7%
ACM
86
Aquatic Capital Management
Illinois
$1.08M +$955K +29,900 +554%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.05M -$13.9K -435 -1%
AIMCA
88
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.03M – – –
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$963K +$118K +3,708 +13%
CIC
90
Cornercap Investment Counsel
Georgia
$960K -$9.04K -283 -0.9%
CANY
91
Caxton Associates (New York)
New York
$956K +$995K +31,137 New
CAM
92
ClariVest Asset Management
California
$956K +$7.25K +227 +0.7%
DTL
93
Dynamic Technology Lab
Singapore
$953K +$992K +31,042 New
MIM
94
MetLife Investment Management
New Jersey
$952K +$78.4K +2,454 +9%
CF
95
Corebridge Financial
Texas
$944K +$982K +30,751 New
AQR Capital Management
96
AQR Capital Management
Connecticut
$943K -$85.1K -2,663 -8%
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$931K -$20.2K -633 -2%
GCP
98
GSA Capital Partners
United Kingdom
$905K +$373K +11,678 +66%
JCIA
99
Jackson Creek Investment Advisors
Colorado
$883K -$1.69K -53 -0.2%
EGM
100
Engineers Gate Manager
New York
$877K -$374K -11,698 -29%
2 3
4
5 6

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.