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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
AIG
126
American International Group
New York
$8K -$520 -77 -5%
MAM
127
Meeder Asset Management
Ohio
$8K +$7.94K +1,177 +512%
CA
128
CoreCap Advisors
Michigan
$6K +$6.7K +993 New
SC
129
Stephens Consulting
Michigan
$5.92K +$6.75K +1,000 New
PA
130
Parallel Advisors
California
$4K +$364 +54 +8%
LC
131
Lindbrook Capital
California
$4K +$4.64K +687 New
TCOV
132
Trust Company of Vermont
Vermont
$4K +$5.13K +760 New
CMA
133
Cedar Mountain Advisors
Oregon
$3K
HNB
134
Huntington National Bank
Ohio
$3K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$3K +$3.39K +502 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.55K +526 New
HFS
137
Hantz Financial Services
Michigan
$2K -$13.5K -1,996 -84%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$2K
DAM
139
Delta Asset Management
Tennessee
$2K +$1.37K +203 +102%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.32K -195 -58%
NFG
141
Next Financial Group
Texas
$1K
WWM
142
Wolff Wiese Magana
California
$1K
CA
143
Clearstead Advisors
Ohio
$1K +$13 +2 +2%
OIA
144
Optimum Investment Advisors
Illinois
$1K +$13 +2 +2%
SPIA
145
Steward Partners Investment Advisory
New York
$1K +$13 +2 +1%
FIA
146
FNY Investment Advisers
New York
$1K +$135 +20 +11%
HR
147
Howe & Rusling
New York
$1K +$337 +50 +71%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K +$756 +112 +84%
TC
149
TAP Consulting
Missouri
$1K +$1.01K +150 New
EWA
150
EverSource Wealth Advisors
Alabama
$1K +$1.14K +169 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.