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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
SSA
51
Schonfeld Strategic Advisors
New York
$516K -$518K -75,376 -50%
ECM
52
ExodusPoint Capital Management
New York
$487K +$80.6K +11,737 +20%
LGA
53
Lebenthal Global Advisors
New York
$433K +$2.44K +355 +0.6%
JF
54
Jump Financial
Illinois
$424K -$200K -29,169 -32%
CM
55
Caption Management
Oklahoma
$410K +$407K +59,200 New
Mariner
56
Mariner
Kansas
$410K +$3.33K +484 +0.8%
AC
57
AXQ Capital
New Jersey
$405K -$12.7K -1,850 -3%
IMC Chicago
58
IMC Chicago
Illinois
$375K +$372K +54,172 New
1WA
59
180 Wealth Advisors
Washington
$351K -$15.3K -2,233 -5%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$341K -$17.2K -2,504 -5%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$325K -$21 -3 -0%
Citigroup
62
Citigroup
New York
$320K -$357K -51,902 -53%
TSS
63
Two Sigma Securities
New York
$308K +$114K +16,607 +60%
CAM
64
Cresset Asset Management
Illinois
$289K -$10.3K -1,505 -4%
Treasurer of the State of North Carolina
65
Treasurer of the State of North Carolina
North Carolina
$284K -$2.76K -402 -1%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$280K -$259K -37,717 -48%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$268K -$3.02K -440 -1%
II
68
Inspire Investing
Idaho
$267K -$156K -22,765 -37%
PCM
69
Penserra Capital Management
California
$265K -$18.2K -2,649 -6%
PP
70
PDT Partners
New York
$255K +$4.12K +600 +2%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$252K +$104K +15,167 +72%
Wells Fargo
72
Wells Fargo
California
$250K -$3.95K -575 -2%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$249K -$161K -23,498 -40%
Creative Planning
74
Creative Planning
Kansas
$238K +$148K +21,567 +168%
SEI Investments
75
SEI Investments
Pennsylvania
$215K -$92.4K -13,452 -30%

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.