UWM Holdings
UWMC
141 hedge funds and large institutions have $229M invested in UWM Holdings in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 20 closing their positions.
220% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 20
179% more call options, than puts
Call options by funds: $133M | Put options by funds: $47.7M
70% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 23
45% more funds holding
Funds holding: 97 → 141 (+44)
19% more capital invested
Capital invested by funds: $193M → $229M (+$36.6M)
2.58% more ownership
Funds ownership: 23.71% → 26.29% (+2.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.9M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$6.64M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$6.28M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.91M |
| 5 |
BlackRock
New York
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KSCM
King Street Capital Management
New York
|
-$22.5M |
| 2 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$18.6M |
| 3 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$4.19M |
| 4 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
-$4.07M |
| 5 |
LCM
Lakewood Capital Management
New York
|
-$2.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$14K | -1,790 | Closed |
|
|
TFO
152
Tarbox Family Office
Newport Beach,
California
| – | -$4K | -511 | Closed |
|
153
Rockefeller Capital Management
New York
| – | -$3K | -400 | Closed |
|
154
Fidelity Investments
Boston,
Massachusetts
| – | -$2.43K | -290 | -97% |
|
|
MPWT
155
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | +$84 | +10 | New |
|
|
GLLW
156
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | +$167 | +20 | New |
|
|
PAM
157
Panagora Asset Management
Boston,
Massachusetts
| – | +$167 | +20 | New |
|
|
EBSAM
158
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| – | +$251 | +30 | New |
|
UWMC Hedge Fund Activity: Q2 2021 in Review
141 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2021, worth a combined $229M — up 19% from $193M a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new UWMC positions and 20 closed out — a net gain of 44 holders — while 39 added to existing stakes and 23 trimmed.
The largest buyer was Vanguard Group, adding an estimated $28.9M. The largest seller was King Street Capital Management, cutting an estimated $22.5M.
- 141 institutional investors held UWM Holdings (UWMC) as of Q2 2021, up from 97 in Q1 2021.
- Funds reported $229M of UWM Holdings stock for Q2 2021, up 19% quarter-over-quarter.
- 64 funds opened new UWM Holdings positions in Q2 2021 and 20 closed out, a net change of +44 holders.
- The largest UWM Holdings buyer in Q2 2021 was Vanguard Group, an estimated $28.9M added.
- The largest UWM Holdings seller in Q2 2021 was King Street Capital Management, an estimated $22.5M sold.
Based on aggregated 13F filings for Q2 2021.