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UWM Holdings

146 hedge funds and large institutions have $188M invested in UWM Holdings in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $20.7M | Put options by funds: $6.27M

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

14.01% more ownership

Funds ownership: 30.65%44.66% (+14%)

3% more capital invested

Capital invested by funds: $182M → $188M (+$5.43M)

8% less funds holding

Funds holding: 158146 (-12)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
61
Reduced
36
Closed
41
Calls
$20.7M
Puts
$6.27M
Net Calls
+$14.4M
Net Calls Change
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
126
Huntington National Bank
Ohio
$5K +$2.41K +500 +100%
Loomis, Sayles & Company
127
Loomis, Sayles & Company
Massachusetts
$5K +$5.72K +1,185 New
SC
128
Stephens Consulting
Michigan
$4.53K
PA
129
Parallel Advisors
California
$3K -$232 -48 -6%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$2K -$125 -26 -5%
CMA
131
Cedar Mountain Advisors
Oregon
$2K
PCG
132
Private Capital Group
Connecticut
$2K +$2.44K +505 New
CA
133
Clearstead Advisors
Ohio
$1K +$5 +1 +0.9%
SPIA
134
Steward Partners Investment Advisory
New York
$1K +$14 +3 +2%
HR
135
Howe & Rusling
New York
$1K +$97 +20 +17%
QCG
136
Quadrant Capital Group
Ohio
$1K +$565 +117 +300%
EI
137
Ellevest Inc
New York
$1K +$825 +171 New
CAL
138
Capital Advisors Ltd
Ohio
$1K +$1.44K +298 +3,311%
Victory Capital Management
139
Victory Capital Management
Texas
-$7.88M -1,330,488 Closed
Marshall Wace
140
Marshall Wace
United Kingdom
-$4.41M -744,094 Closed
WMSA
141
Weiss Multi-Strategy Advisers
New York
-$2.98M -502,732 Closed
VanEck Associates
142
VanEck Associates
New York
-$1.84M -310,982 Closed
SM
143
SG3 Management
Puerto Rico
-$1.47M -305,000 Closed
AGM
144
Alpine Global Management
New York
-$799K -135,048 Closed
PP
145
Paloma Partners
Connecticut
-$724K -122,239 Closed
IMC Chicago
146
IMC Chicago
Illinois
-$579K -119,986 Closed
VF
147
Virtu Financial
New York
-$668K -112,778 Closed
ECM
148
ExodusPoint Capital Management
New York
-$498K -84,182 Closed
Lazard Asset Management
149
Lazard Asset Management
New York
-$455K -76,999 Closed
Simplex Trading
150
Simplex Trading
Illinois
-$228K -47,269 Closed

UWMC Hedge Fund Activity: Q1 2022 in Review

146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2022, worth a combined $188M — up 3% from $182M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UWMC and 32 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 61 added.

The largest buyer was Diameter Capital Partners, opening a new position worth an estimated $38.4M. The largest seller was Victory Capital Management, exiting entirely with an estimated $7.88M sold.

  • 146 institutional investors held UWM Holdings (UWMC) as of Q1 2022, down from 158 in Q4 2021.
  • Funds reported $188M of UWM Holdings stock for Q1 2022, up 3% quarter-over-quarter.
  • 32 funds opened new UWM Holdings positions in Q1 2022 and 41 closed out, a net change of -9 holders.
  • The largest UWM Holdings buyer in Q1 2022 was Diameter Capital Partners, an estimated $38.4M added.
  • The largest UWM Holdings seller in Q1 2022 was Victory Capital Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q1 2022.