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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
TMWM
76
Taylor & Morgan Wealth Management
Michigan
$215K +$3.29K +479 +2%
TCM
77
Teza Capital Management
Illinois
$213K -$316K -46,009 -60%
PA
78
Procyon Advisors
Connecticut
$211K +$48 +7 +0%
AIM
79
Aigen Investment Management
New York
$210K +$208K +30,270 New
Osaic Holdings
80
Osaic Holdings
Arizona
$207K -$6.4K -931 -3%
Verition Fund Management
81
Verition Fund Management
Connecticut
$203K -$140K -20,397 -41%
BFG
82
Bleakley Financial Group
New Jersey
$201K -$8.51K -1,238 -4%
SW
83
Simplicity Wealth
New Jersey
$201K -$8.51K -1,238 -4%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$199K -$1.18K -171 -0.6%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$185K +$184K +26,720 New
Jane Street
86
Jane Street
New York
$183K -$1.77M -258,102 -91%
PAG
87
Private Advisor Group
New Jersey
$176K -$3.83K -557 -2%
ASRS
88
Arizona State Retirement System
Arizona
$174K +$4.69K +683 +3%
FFG
89
Fortem Financial Group
California
$171K -$6.87K -1,000 -4%
SPC
90
Sigma Planning Corp
Michigan
$170K +$192 +28 +0.1%
BHCM
91
Brevan Howard Capital Management
Jersey
$169K +$168K +24,446 New
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$168K +$13.7K +1,991 +9%
Victory Capital Management
93
Victory Capital Management
Texas
$162K -$5.39M -785,016 -97%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$159K -$241K -35,127 -61%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$156K -$89 -13 -0.1%
FCP
96
Fidelis Capital Partners
Florida
$152K -$302 -44 -0.2%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$142K +$141K +20,551 New
Truist Financial
98
Truist Financial
North Carolina
$139K -$38.4K -5,591 -22%
WPC
99
Wedmont Private Capital
Pennsylvania
$139K +$28.5K +4,147 +30%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$137K -$24.7K -3,591 -15%

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.