United Homes Group
UHG was delisted on the 1st of May, 2026.
35 hedge funds and large institutions have $22.6M invested in United Homes Group in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 1 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0.06% more ownership
Funds ownership: 35.41% → 35.47% (+0.06%)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less capital invested
Capital invested by funds: $44.8M → $22.6M (-$22.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$222K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$138K |
| 3 |
RDWM
Red Door Wealth Management
Memphis,
Tennessee
|
+$114K |
| 4 |
BlackRock
New York
|
+$65.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$41.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$204K |
| 2 |
CAC
Cowen and Company
New York
|
-$123K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$116K |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$63.6K |
| 5 |
Citigroup
New York
|
-$56.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $7.49K | -$8.88K | -999 | -43% |
|
|
SO
27
STRS Ohio
Columbus,
Ohio
| $7K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$2.12K | +239 | +23% |
|
29
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| $6.67K | -$7.6K | -855 | -42% |
|
30
Barclays
London,
United Kingdom
| $6.54K | -$720 | -81 | -6% |
|
31
Legal & General Group
London,
United Kingdom
| $3.3K | – | – | – |
|
|
AB
32
Amalgamated Bank
New York
| $3K | – | – | – |
|
|
AIP
33
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.85K | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $1.83K | +$1.03K | +116 | +55% |
|
|
35
Citigroup
New York
| $17 | -$56.3K | -6,331 | -100% |
|
|
CAC
36
Cowen and Company
New York
| – | -$123K | -11,000 | Closed |
|
UHG Hedge Fund Activity: Q3 2023 in Review
35 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in United Homes Group (UHG) for Q3 2023, worth a combined $22.6M — down 50% from $44.8M a quarter earlier.
Fund positioning in UHG was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 14 added to existing stakes and 13 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $222K. The largest seller was Charles Schwab, cutting an estimated $204K.
- 35 institutional investors held United Homes Group (UHG) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $22.6M of United Homes Group stock for Q3 2023, down 50% quarter-over-quarter.
- 1 fund opened new United Homes Group positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest United Homes Group buyer in Q3 2023 was Avantax Advisory Services, an estimated $222K added.
- The largest United Homes Group seller in Q3 2023 was Charles Schwab, an estimated $204K sold.
Based on aggregated 13F filings for Q3 2023.