UWMC icon

UWM Holdings
UWMC

Overview Fund Activity

160 hedge funds and large institutions have $234M invested in UWM Holdings in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
60
Reduced
55
Closed
22
Calls
$17.4M
Puts
$5.36M
Net Calls
+$12M
Net Calls Change
-$2.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.4M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.12M
3
Truist Financial
3
Truist Financial
North Carolina
$1.97M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$2.52M
5
PCMU
5
Paragon Capital Management (Utah)
Utah
$1.21M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$1.9M
2
SSA
2
Schonfeld Strategic Advisors
New York
$1.27M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$207K
4
ICM
4
Islay Capital Management
Texas
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OLVIG
126
Oliver Lagore Vanvalin Investment Group
Michigan
$11.7K 2,096 +39 +2%
TRCT
127
Tower Research Capital (TRC)
New York
$11.6K 2,079 -1,893 -48%
S
128
SignatureFD
Georgia
$11.3K 2,021 +273 +16%
CCA
129
Column Capital Advisors
Indiana
$10.1K 1,800 – –
ACA
130
Atlas Capital Advisors
Wyoming
$9.73K 1,737 +1,737 New
VAG
131
VisionPoint Advisory Group
Texas
$8.96K 1,600 +1,600 New
DAM
132
Delta Asset Management
Tennessee
$8.94K 1,596 +28 +2%
ANBT
133
American National Bank & Trust
Texas
$8.4K 1,500 – –
Loomis, Sayles & Company
134
Loomis, Sayles & Company
Massachusetts
$8K 1,410 -4,969 -78%
AIG
135
American International Group
New York
$6.43K 1,149 -189 -14%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$6K 1,133 -46 -4%
CMP
137
Coston McIsaac & Partners
Maine
$6K 1,231 +24 +2%
HFM
138
Harvest Fund Management
China
$6K 1,128 +1,128 New
NA
139
NewEdge Advisors
Louisiana
$5.94K 1,060 – –
SWM
140
Spire Wealth Management
Virginia
$5.6K 1,000 – –
SC
141
Stephens Consulting
Michigan
$5.6K 1,000 – –
SS
142
Sunbelt Securities
Texas
$5.21K 930 +17 +2%
VWM
143
Venturi Wealth Management
Texas
$4.76K 850 – –
LC
144
Lindbrook Capital
California
$3.46K 618 – –
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$3.43K 613 -5,806 -90%
SPIA
146
Steward Partners Investment Advisory
New York
$3.32K 592 +11 +2%
CMA
147
Cedar Mountain Advisors
Oregon
$2.52K 450 – –
CAS
148
Coppell Advisory Solutions
Texas
$2.4K 425 +425 New
PMFA
149
Plante Moran Financial Advisors
Michigan
$2.29K 408 – –
BWM
150
Baystate Wealth Management
Massachusetts
$1.68K 300 – –
4 5
6
7 8