UWM Holdings
UWMC
154 hedge funds and large institutions have $120M invested in UWM Holdings in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 19 closing their positions.
111% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 19
95% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $7.37M
17% more capital invested
Capital invested by funds: $103M → $120M (+$17M)
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
15% more funds holding
Funds holding: 134 → 154 (+20)
1.1% more ownership
Funds ownership: 37.93% → 39.03% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.1M |
| 2 |
BlackRock
New York
|
+$2.21M |
| 3 |
D.E. Shaw & Co
New York
|
+$1.07M |
| 4 |
OQS
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
+$991K |
| 5 |
Squarepoint
New York
|
+$940K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$2.93M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$2.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$790K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$575K |
UWMC Hedge Fund Activity: Q4 2022 in Review
154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2022, worth a combined $120M — up 17% from $103M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new UWMC positions and 19 closed out — a net gain of 21 holders — while 52 added to existing stakes and 45 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $5.1M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $2.93M sold.
- 154 institutional investors held UWM Holdings (UWMC) as of Q4 2022, up from 134 in Q3 2022.
- Funds reported $120M of UWM Holdings stock for Q4 2022, up 17% quarter-over-quarter.
- 40 funds opened new UWM Holdings positions in Q4 2022 and 19 closed out, a net change of +21 holders.
- The largest UWM Holdings buyer in Q4 2022 was Fidelity Investments, an estimated $5.1M added.
- The largest UWM Holdings seller in Q4 2022 was Oaktree Capital Management, an estimated $2.93M sold.
Based on aggregated 13F filings for Q4 2022.