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UWM Holdings
UWMC

69 hedge funds and large institutions have $206M invested in UWM Holdings in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $67.9M | Put options by funds: $55.4M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

4% less funds holding

Funds holding: 72 → 69 (-3)

37% less capital invested

Capital invested by funds: $329M → $206M (-$123M)

43.68% less ownership

Funds ownership: 80.84% → 37.15% (-44%)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
10
Reduced
18
Closed
43
Calls
$67.9M
Puts
$55.4M
Net Calls
+$12.5M
Net Calls Change
+$11.5M

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$22M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$22M
3
MF
Magnetar Financial
Illinois
+$9.7M
4
Group One Trading
Group One Trading
Illinois
+$6.26M
5
BCM
Basswood Capital Management
New York
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$22.5M
2
GL
Governors Lane
New York
-$22.3M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$22.2M
4
ECM
Element Capital Management
New York
-$20.6M
5
UOC
UBS O'Connor
Illinois
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$220K +$175K +16,700 New
PCM
52
Penserra Capital Management
California
$216K +$172K +16,488 New
WMSA
53
Weiss Multi-Strategy Advisers
New York
$208K +$165K +15,812 New
Goldman Sachs
54
Goldman Sachs
New York
$186K -$498K -47,565 -77%
JG
55
Jefferies Group
New York
$184K -$932K -89,107 -86%
CAN
56
Cetera Advisor Networks
California
$149K +$118K +11,323 New
CL
57
CSS LLC
Illinois
$117K -$89.8K -8,582 -49%
TRCT
58
Tower Research Capital (TRC)
New York
$101K +$80.9K +7,729 New
Osaic Holdings
59
Osaic Holdings
Arizona
$60K +$47.8K +4,567 New
Wells Fargo
60
Wells Fargo
California
$46K +$36.2K +3,460 New
Bank of America
61
Bank of America
North Carolina
$26K +$20.9K +2,001 New
FWM
62
Focused Wealth Management
New York
$13K +$10.5K +1,000 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$10K +$8.37K +800 New
AF
64
Allworth Financial
California
$7K +$5.75K +550 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Morgan Stanley
66
Morgan Stanley
New York
$4K +$73 +7 +3%
GWM
67
Geneos Wealth Management
Colorado
$2K +$3.14K +300 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1K -$185K -17,696 -99%
GL
69
Governors Lane
New York
– -$22.3M -2,158,919 Closed
TD Asset Management
70
TD Asset Management
Ontario, Canada
– -$22.2M -2,155,359 Closed
ECM
71
Element Capital Management
New York
– -$20.6M -2,000,000 Closed
AIMCA
72
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$16M -1,550,000 Closed
TAL
73
TIG Advisors LLC
New York
– -$12.7M -1,232,908 Closed
MCM
74
Moore Capital Management
New York
– -$11.9M -1,150,000 Closed
BCM
75
BlueCrest Capital Management
Jersey
– -$10.3M -1,000,000 Closed
1 2
3
4 5

UWMC Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2020, worth a combined $206M — down 37% from $329M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UWMC and 40 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 10 added.

The largest buyer was Phoenix Financial, adding an estimated $22M. The largest seller was Millennium Management, cutting an estimated $22.5M.

  • 69 institutional investors held UWM Holdings (UWMC) as of Q4 2020, down from 72 in Q3 2020.
  • Funds reported $206M of UWM Holdings stock for Q4 2020, down 37% quarter-over-quarter.
  • 40 funds opened new UWM Holdings positions in Q4 2020 and 43 closed out, a net change of -3 holders.
  • The largest UWM Holdings buyer in Q4 2020 was Phoenix Financial, an estimated $22M added.
  • The largest UWM Holdings seller in Q4 2020 was Millennium Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2020.