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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
GC
126
Guggenheim Capital
Illinois
$632K +$265K +8,300 +68%
CA
127
CoreCap Advisors
Michigan
$606K +$479 +15 +0.1%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$601K +$626K +19,584 New
CCIA
129
Campbell & Co Investment Adviser
Maryland
$600K -$275K -8,618 -31%
Squarepoint
130
Squarepoint
New York
$594K -$103K -3,232 -14%
KBC Group
131
KBC Group
Belgium
$571K – – –
YCM
132
Yousif Capital Management
Michigan
$555K -$65.7K -2,057 -10%
RIM
133
Redwood Investment Management
Arizona
$554K +$558K +17,457 New
VOYA Investment Management
134
VOYA Investment Management
Georgia
$553K +$14.8K +464 +3%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$528K – – –
Lazard Asset Management
136
Lazard Asset Management
New York
$524K +$359K +11,243 +191%
TCM
137
Teza Capital Management
Illinois
$503K -$252K -7,886 -33%
Comerica Bank
138
Comerica Bank
Texas
$501K -$62.4K -1,953 -11%
ProShare Advisors
139
ProShare Advisors
Maryland
$495K +$177K +5,540 +52%
HWAM
140
Hennion & Walsh Asset Management
New Jersey
$491K -$3.04K -95 -0.6%
MSRPS
141
Maryland State Retirement & Pension System
Maryland
$479K -$18K -563 -3%
AA
142
ALPS Advisors
Colorado
$473K -$25.4K -795 -5%
TI
143
Trexquant Investment
Connecticut
$470K +$489K +15,296 New
JFG
144
Jefferies Financial Group
New York
$461K +$479K +15,000 New
AB
145
Amalgamated Bank
New York
$430K -$2.81K -88 -0.6%
CMF
146
Counterpoint Mutual Funds
California
$421K +$438K +13,719 New
Wellington Management Group
147
Wellington Management Group
Massachusetts
$420K – – –
Rafferty Asset Management
148
Rafferty Asset Management
New York
$406K +$13.4K +421 +3%
ASRS
149
Arizona State Retirement System
Arizona
$398K +$8.46K +265 +2%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$395K +$1.47K +46 +0.4%
4 5
6
7 8

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.