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UWM Holdings
UWMC

137 hedge funds and large institutions have $187M invested in UWM Holdings in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

128% more call options, than puts

Call options by funds: $54.4M | Put options by funds: $23.9M

0.5% more ownership

Funds ownership: 26.29% → 26.8% (+0.5%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 141 → 137 (-4)

19% less capital invested

Capital invested by funds: $229M → $187M (-$42.6M)

Holders
137
Holders Change
-4
Holders Change %
-2.84%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
65
Reduced
19
Closed
32
Calls
$54.4M
Puts
$23.9M
Net Calls
+$30.5M
Net Calls Change
-$54.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.75M
2
Victory Capital Management
Victory Capital Management
Texas
+$7.89M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.78M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.75M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.61M

Top Sellers

Rank Fund Capital Flow
1
KSCM
King Street Capital Management
New York
-$18.3M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$6.34M
3
GC
Greenlight Capital
New York
-$4.13M
4
E
Ergoteles
New York
-$3.53M
5
PI
PEAK6 Investments
Illinois
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.8K – – –
TFS
102
TrustCore Financial Services
Tennessee
$16K – – –
HFS
103
Hantz Financial Services
Michigan
$16K +$30 +4 +0.2%
AF
104
Allworth Financial
California
$15K -$745 -100 -4%
TWA
105
TCI Wealth Advisors
Arizona
$14K – – –
GWM
106
Geneos Wealth Management
Colorado
$12K +$11.2K +1,500 +500%
CG
107
Cutler Group
California
$10K -$632K -84,833 -98%
ANBT
108
American National Bank & Trust
Texas
$10K – – –
RIA
109
RPG Investment Advisory
California
$10K – – –
AIG
110
American International Group
New York
$10K +$5.23K +702 +99%
CFA
111
Carroll Financial Associates
North Carolina
$10K +$10.8K +1,445 New
Deutsche Bank
112
Deutsche Bank
Germany
$9K +$5.64K +757 +147%
FP
113
Financial Perspectives
Minnesota
$6.95K – – –
PA
114
Parallel Advisors
California
$5K +$22 +3 +0.4%
BCA
115
Berman Capital Advisors
Georgia
$4K +$4.43K +595 New
CMA
116
Cedar Mountain Advisors
Oregon
$3K – – –
HNB
117
Huntington National Bank
Ohio
$3K – – –
BFEC
118
Benjamin F. Edwards & Company
Missouri
$2K – – –
MAM
119
Meeder Asset Management
Ohio
$2K +$1.71K +230 New
NFG
120
Next Financial Group
Texas
$2K +$1.79K +240 New
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.44K +328 +3,280%
Walleye Capital
122
Walleye Capital
New York
$1.75K +$1.87M +251,501 New
CA
123
Clearstead Advisors
Ohio
$1K – – –
FIA
124
FNY Investment Advisers
New York
$1K – – –
SPIA
125
Steward Partners Investment Advisory
New York
$1K – – –
3 4
5
6 7

UWMC Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2021, worth a combined $187M — down 19% from $229M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UWMC and 29 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 65 added.

The largest buyer was BlackRock, adding an estimated $8.75M. The largest seller was King Street Capital Management, cutting an estimated $18.3M.

  • 137 institutional investors held UWM Holdings (UWMC) as of Q3 2021, down from 141 in Q2 2021.
  • Funds reported $187M of UWM Holdings stock for Q3 2021, down 19% quarter-over-quarter.
  • 29 funds opened new UWM Holdings positions in Q3 2021 and 32 closed out, a net change of -3 holders.
  • The largest UWM Holdings buyer in Q3 2021 was BlackRock, an estimated $8.75M added.
  • The largest UWM Holdings seller in Q3 2021 was King Street Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2021.