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.
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)
Top Buyers
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$81.7M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
+$26.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$12M |
| 5 |
HCM
Huber Capital Management
El Segundo,
California
|
+$8.09M |
Top Sellers
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.