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UWM Holdings

158 hedge funds and large institutions have $182M invested in UWM Holdings in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $13M

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

15% more funds holding

Funds holding: 137158 (+21)

3.85% more ownership

Funds ownership: 26.8%30.65% (+3.9%)

2% less capital invested

Capital invested by funds: $187M → $182M (-$4.3M)

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
59
Reduced
35
Closed
23
Calls
$31.5M
Puts
$13M
Net Calls
+$18.5M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
CTC Capital Management
Illinois
$72K +$81.8K +12,116 New
IC
102
IEQ Capital
California
$68K -$24.8K -3,676 -24%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$66K
PMFA
104
Plante Moran Financial Advisors
Michigan
$62K
HSBC Holdings
105
HSBC Holdings
United Kingdom
$62K +$1.58K +234 +2%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$58K
JP Morgan Chase
107
JP Morgan Chase
New York
$55K +$5.35K +793 +9%
WP
108
WealthPLAN Partners
Nebraska
$52K +$67.5K +10,000 New
QT
109
Quantbot Technologies
New York
$47K -$218K -32,335 -80%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$46K -$28.2K -4,177 -35%
PCM
111
Penserra Capital Management
California
$37K -$21.3K -3,163 -33%
PI
112
PEAK6 Investments
Illinois
$35K +$40.2K +5,954 New
SWM
113
Spire Wealth Management
Virginia
$27K +$358 +53 +1%
PHK
114
Point72 Hong Kong
Hong Kong
$24K -$148K -21,892 -85%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$22.7K -$702 -104 -3%
CFA
116
Carroll Financial Associates
North Carolina
$17K +$9.55K +1,415 +98%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$16K -$13.2K -1,951 -43%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16K
TFS
119
TrustCore Financial Services
Tennessee
$14K
CG
120
Cutler Group
California
$14K +$6.75K +1,000 +69%
AF
121
Allworth Financial
California
$13K +$513 +76 +4%
FCG
122
Financial Connections Group
California
$12K +$13.7K +2,029 New
TRCT
123
Tower Research Capital (TRC)
New York
$9K -$98.7K -14,618 -90%
ANBT
124
American National Bank & Trust
Texas
$9K
BHWM
125
Beaird Harris Wealth Management
Texas
$9K +$10.4K +1,546 New

UWMC Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2021, worth a combined $182M — down 2.3% from $187M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new UWMC positions and 23 closed out — a net gain of 23 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $8.6M. The largest seller was King Street Capital Management, exiting entirely with an estimated $13.6M sold.

  • 158 institutional investors held UWM Holdings (UWMC) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $182M of UWM Holdings stock for Q4 2021, down 2.3% quarter-over-quarter.
  • 46 funds opened new UWM Holdings positions in Q4 2021 and 23 closed out, a net change of +23 holders.
  • The largest UWM Holdings buyer in Q4 2021 was BlackRock, an estimated $8.6M added.
  • The largest UWM Holdings seller in Q4 2021 was King Street Capital Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2021.