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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
PWM
151
Partnership Wealth Management
Maryland
$372K -$215K -6,738 -36%
II
152
Inspire Investing
Idaho
$353K +$44.7K +1,399 +14%
RWM
153
Ritholtz Wealth Management
New York
$351K -$234K -7,321 -39%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$349K +$68.2K +2,134 +23%
PTC
155
Petrus Trust Company
Texas
$345K +$177K +5,535 +97%
SEI Investments
156
SEI Investments
Pennsylvania
$340K +$73.4K +2,298 +26%
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$335K -$31.9K -1,000 -8%
VT
158
Vise Technologies
New York
$334K +$27.4K +859 +9%
ETC
159
Exchange Traded Concepts
Oklahoma
$334K +$11.2K +352 +3%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$328K +$85.1K +2,664 +33%
TCM
161
Tributary Capital Management
Nebraska
$321K -$20.8K -650 -6%
HWM
162
Hohimer Wealth Management
Washington
$308K -$4.86K -152 -1%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$296K +$1.21K +38 +0.4%
MM
164
MQS Management
New York
$294K +$306K +9,571 New
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$290K – – –
AI
166
Atom Investors
Texas
$288K -$408K -12,777 -58%
WAM
167
Wolverine Asset Management
Illinois
$266K – – –
LOAMU
168
Lombard Odier Asset Management (USA)
New York
$261K +$272K +8,513 New
SA
169
Sanctuary Advisors
Indiana
$257K +$253K +7,922 New
TRCT
170
Tower Research Capital (TRC)
New York
$248K +$139K +4,365 +118%
BHCM
171
Brevan Howard Capital Management
Jersey
$248K -$405K -12,690 -61%
AAM
172
Advisors Asset Management
Colorado
$238K -$289K -9,046 -54%
GCM
173
Graham Capital Management
Connecticut
$233K +$243K +7,605 New
FRM
174
Fox Run Management
Connecticut
$231K +$241K +7,535 New
MOACM
175
Mutual of America Capital Management
New York
$226K -$9.81K -307 -4%
5 6
7
8 9

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.