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UWM Holdings

219 hedge funds and large institutions have $621M invested in UWM Holdings in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

114% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $15.7M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $371M → $621M (+$250M)

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

19.94% more ownership

Funds ownership: 56.36%76.3% (+20%)

14% more funds holding

Funds holding: 192219 (+27)

Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
84
Reduced
53
Closed
21
Calls
$33.7M
Puts
$15.7M
Net Calls
+$18M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
PDT Partners
New York
$883K +$563K +66,773 +181%
SO
52
STRS Ohio
Ohio
$863K +$854K +101,261 New
IIC
53
Integrated Investment Consultants
Michigan
$858K +$61.8K +7,334 +8%
Legal & General Group
54
Legal & General Group
United Kingdom
$806K +$39.5K +4,686 +5%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$730K -$19.7K -2,340 -3%
JP Morgan Chase
56
JP Morgan Chase
New York
$718K -$537K -63,720 -43%
IMC Chicago
57
IMC Chicago
Illinois
$706K +$242K +28,711 +53%
NICM
58
Neo Ivy Capital Management
New York
$680K +$673K +79,814 New
Jane Street
59
Jane Street
New York
$548K +$320K +37,926 +143%
PCM
60
Prana Capital Management
Connecticut
$540K +$534K +63,336 New
Marshall Wace
61
Marshall Wace
United Kingdom
$530K -$220K -26,121 -30%
CC
62
Corton Capital
Ontario, Canada
$529K -$209K -24,783 -29%
Mariner
63
Mariner
Kansas
$523K +$18K +2,138 +4%
Wells Fargo
64
Wells Fargo
California
$504K +$194K +22,979 +64%
PD
65
Point72 (DIFC)
United Arab Emirates
$477K +$472K +56,037 New
YIH
66
Y-Intercept (HK)
Hong Kong
$466K +$461K +54,678 New
TWM
67
TriaGen Wealth Management
California
$453K +$449K +53,207 New
Wolverine Trading
68
Wolverine Trading
Illinois
$434K +$307K +36,434 +238%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$425K +$25.3K +3,000 +6%
Creative Planning
70
Creative Planning
Kansas
$417K +$123K +14,589 +42%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$416K -$2.92K -346 -0.7%
1WA
72
180 Wealth Advisors
Washington
$391K -$10.1K -1,195 -3%
LGA
73
Lebenthal Global Advisors
New York
$358K -$173K -20,525 -33%
Treasurer of the State of North Carolina
74
Treasurer of the State of North Carolina
North Carolina
$351K +$1.43K +170 +0.4%
QC
75
Quadrature Capital
United Kingdom
$349K -$420K -49,834 -55%

UWMC Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2024, worth a combined $621M — up 67% from $371M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UWMC positions and 21 closed out — a net gain of 28 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.6M. The largest seller was First Trust Advisors, cutting an estimated $5.74M.

  • 219 institutional investors held UWM Holdings (UWMC) as of Q3 2024, up from 192 in Q2 2024.
  • Funds reported $621M of UWM Holdings stock for Q3 2024, up 67% quarter-over-quarter.
  • 49 funds opened new UWM Holdings positions in Q3 2024 and 21 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q3 2024 was Citadel Advisors, an estimated $62.6M added.
  • The largest UWM Holdings seller in Q3 2024 was First Trust Advisors, an estimated $5.74M sold.

Based on aggregated 13F filings for Q3 2024.