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UWM Holdings
UWMC

145 hedge funds and large institutions have $125M invested in UWM Holdings in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $4.26M

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% less funds holding

Funds holding: 146 → 145 (-1)

6.46% less ownership

Funds ownership: 44.66% → 38.2% (-6.5%)

33% less capital invested

Capital invested by funds: $188M → $125M (-$62.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
49
Reduced
44
Closed
26
Calls
$15.9M
Puts
$4.26M
Net Calls
+$11.6M
Net Calls Change
-$2.82M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.81M
2
AA
ALPS Advisors
Colorado
+$1.53M
3
E
Ergoteles
New York
+$1.46M
4
Morgan Stanley
Morgan Stanley
New York
+$1.38M
5
IIC
Integrated Investment Consultants
Michigan
+$1.13M

Top Sellers

1
DCP
Diameter Capital Partners
New York
-$11.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$4.77M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.12M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$733K -$70.5K -18,400 -8%
ECM
27
ExodusPoint Capital Management
New York
$720K +$780K +203,493 New
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$670K -$20.3K -5,301 -3%
LGA
29
Lebenthal Global Advisors
New York
$634K -$168K -43,910 -20%
Invesco
30
Invesco
Georgia
$584K +$26.1K +6,816 +4%
BC
31
Brookfield Corp
Ontario, Canada
$527K +$571K +148,938 New
BHCM
32
Boulder Hill Capital Management
New York
$451K +$488K +127,300 New
CS
33
Credit Suisse
Switzerland
$392K +$190K +49,582 +81%
UBS AM
34
UBS AM
Illinois
$343K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$311K +$27K +7,049 +9%
CAN
36
Cetera Advisor Networks
California
$297K +$36K +9,399 +13%
SSA
37
Schonfeld Strategic Advisors
New York
$296K +$120K +31,415 +60%
CC
38
Claybrook Capital
Massachusetts
$294K +$319K +83,148 New
AQR Capital Management
39
AQR Capital Management
Connecticut
$255K -$3M -782,514 -92%
LPL Financial
40
LPL Financial
California
$251K +$22.3K +5,829 +9%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$237K +$256K +66,921 New
Wells Fargo
42
Wells Fargo
California
$234K -$1.8M -469,936 -88%
Citigroup
43
Citigroup
New York
$230K -$13.5K -3,529 -5%
Squarepoint
44
Squarepoint
New York
$200K +$73.8K +19,261 +52%
Ameriprise
45
Ameriprise
Minnesota
$190K +$25.4K +6,616 +14%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$187K – – –
HF
47
HRT Financial
New York
$172K +$186K +48,636 New
RIL
48
Rothschild Investment LLC
Illinois
$169K +$12.3K +3,200 +7%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$163K -$35.5K -9,252 -17%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$163K -$3.74K -975 -2%
1
2
3 4 5

UWMC Hedge Fund Activity: Q2 2022 in Review

145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2022, worth a combined $125M — down 33% from $188M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UWMC positions and 26 closed out — a net gain of 1 holder — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.81M. The largest seller was Diameter Capital Partners, cutting an estimated $11.4M.

  • 145 institutional investors held UWM Holdings (UWMC) as of Q2 2022, down from 146 in Q1 2022.
  • Funds reported $125M of UWM Holdings stock for Q2 2022, down 33% quarter-over-quarter.
  • 27 funds opened new UWM Holdings positions in Q2 2022 and 26 closed out, a net change of +1 holder.
  • The largest UWM Holdings buyer in Q2 2022 was Renaissance Technologies, an estimated $1.81M added.
  • The largest UWM Holdings seller in Q2 2022 was Diameter Capital Partners, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2022.