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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
Group One Trading
76
Group One Trading
Illinois
$339K +$335K +39,756 New
AllianceBernstein
77
AllianceBernstein
Tennessee
$335K -$1.51M -179,367 -82%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$331K
PCM
79
Penserra Capital Management
California
$317K -$8.25K -979 -3%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$298K +$52.7K +6,248 +22%
XSC
81
X-Square Capital
Puerto Rico
$298K +$295K +35,000 New
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$292K -$14.4K -1,706 -5%
Capstone Investment Advisors
83
Capstone Investment Advisors
New York
$292K +$289K +34,254 New
VOYA Investment Management
84
VOYA Investment Management
Georgia
$290K -$18.7K -2,224 -6%
OQS
85
Occudo Quantitative Strategies
Florida
$288K +$285K +33,837 New
EGM
86
Engineers Gate Manager
New York
$281K +$278K +32,991 New
DM
87
Deerfield Management
New York
$277K +$274K +32,544 New
GS
88
GTS Securities
New York
$270K +$155K +18,341 +137%
CAM
89
Cresset Asset Management
Illinois
$269K -$84.3K -10,000 -24%
TMWM
90
Taylor & Morgan Wealth Management
Michigan
$268K +$3.56K +422 +1%
PA
91
Procyon Advisors
Connecticut
$259K +$51 +6 +0%
EC
92
EntryPoint Capital
New York
$258K +$255K +30,298 New
BHCM
93
Brevan Howard Capital Management
Jersey
$258K +$49K +5,807 +24%
CT
94
ClearAlpha Technologies
Connecticut
$254K +$251K +29,798 New
CMF
95
Counterpoint Mutual Funds
California
$251K +$249K +29,479 New
Osaic Holdings
96
Osaic Holdings
Arizona
$250K -$4.8K -570 -2%
BFG
97
Bleakley Financial Group
New Jersey
$247K +$101 +12 +0%
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$239K -$104K -12,300 -30%
WSFS
99
Wilmington Savings Fund Society
Delaware
$239K +$236K +28,043 New
BTI
100
Blue Trust Inc
Georgia
$236K +$148K +17,545 +107%

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.