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UWM Holdings

192 hedge funds and large institutions have $371M invested in UWM Holdings in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $8.89M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

13% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 60

4% more funds holding

Funds holding: 184192 (+8)

3.48% more ownership

Funds ownership: 52.88%56.36% (+3.5%)

2% more capital invested

Capital invested by funds: $363M → $371M (+$7.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
68
Reduced
60
Closed
20
Calls
$20.2M
Puts
$8.89M
Net Calls
+$11.4M
Net Calls Change
-$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$1.78M +$1.19M +173,652 +204%
SG Americas Securities
27
SG Americas Securities
New York
$1.66M +$1.56M +226,819 +1,743%
UBS Group
28
UBS Group
Switzerland
$1.59M -$772K -112,304 -33%
SFI
29
Susquehanna Fundamental Investments
Pennsylvania
$1.56M +$1.19M +172,969 +334%
AllianceBernstein
30
AllianceBernstein
Tennessee
$1.52M -$591K -86,051 -28%
CIP
31
Chartwell Investment Partners
Pennsylvania
$1.43M +$267K +38,800 +23%
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$1.42M +$1.4M +204,353 New
UBS AM
33
UBS AM
Illinois
$1.33M +$468K +68,089 +55%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$1.23M -$3.59K -522 -0.3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.22M +$15.8K +2,300 +1%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.14M +$32.7K +4,752 +3%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.03M -$707K -102,960 -41%
GCP
38
GSA Capital Partners
United Kingdom
$999K +$886K +128,999 +854%
QT
39
Quantbot Technologies
New York
$851K +$51.5K +7,497 +7%
LPL Financial
40
LPL Financial
California
$758K -$43.3K -6,305 -5%
TI
41
Trexquant Investment
Connecticut
$744K +$738K +107,425 New
IIC
42
Integrated Investment Consultants
Michigan
$678K
VA
43
Vident Advisory
Georgia
$662K +$86.7K +12,619 +15%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$637K +$23.5K +3,426 +4%
QC
45
Quadrature Capital
United Kingdom
$628K +$248K +36,040 +66%
A
46
AlphaQuest
New York
$626K +$621K +90,343 New
Legal & General Group
47
Legal & General Group
United Kingdom
$623K +$28.9K +4,208 +5%
Marshall Wace
48
Marshall Wace
United Kingdom
$612K +$249K +36,275 +70%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$610K -$9.98K -1,453 -2%
CC
50
Corton Capital
Ontario, Canada
$602K +$30.7K +4,466 +5%

UWMC Hedge Fund Activity: Q2 2024 in Review

192 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2024, worth a combined $371M — up 2.1% from $363M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UWMC positions and 20 closed out — a net gain of 12 holders — while 68 added to existing stakes and 60 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $5.45M. The largest seller was Victory Capital Management, cutting an estimated $5.39M.

  • 192 institutional investors held UWM Holdings (UWMC) as of Q2 2024, up from 184 in Q1 2024.
  • Funds reported $371M of UWM Holdings stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 32 funds opened new UWM Holdings positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest UWM Holdings buyer in Q2 2024 was First Trust Advisors, an estimated $5.45M added.
  • The largest UWM Holdings seller in Q2 2024 was Victory Capital Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2024.