UWM Holdings
UWMC
137 hedge funds and large institutions have $187M invested in UWM Holdings in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 32 closing their positions.
242% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 19
128% more call options, than puts
Call options by funds: $54.4M | Put options by funds: $23.9M
0.5% more ownership
Funds ownership: 26.29% → 26.8% (+0.5%)
9% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 32
3% less funds holding
Funds holding: 141 → 137 (-4)
19% less capital invested
Capital invested by funds: $229M → $187M (-$42.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.75M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$7.89M |
| 3 |
Renaissance Technologies
New York
|
+$2.78M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.75M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KSCM
King Street Capital Management
New York
|
-$18.3M |
| 2 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$6.34M |
| 3 |
GC
Greenlight Capital
New York
|
-$4.13M |
| 4 |
E
Ergoteles
New York
|
-$3.53M |
| 5 |
PI
PEAK6 Investments
Chicago,
Illinois
|
-$2.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
151
ExodusPoint Capital Management
New York
| – | -$113K | -13,362 | Closed |
|
152
Man Group
London,
United Kingdom
| – | -$111K | -13,152 | Closed |
|
|
AIP
153
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$111K | -13,100 | Closed |
|
|
MC
154
Maverick Capital
Dallas,
Texas
| – | -$18K | -2,087 | Closed |
|
|
LF
155
Lee Financial
Dallas,
Texas
| – | -$17K | -2,000 | Closed |
|
|
TIM
156
Tortoise Investment Management
White Plains,
New York
| – | -$11K | -1,249 | Closed |
|
|
LC
157
Lindbrook Capital
Calabasas,
California
| – | -$8K | -1,000 | Closed |
|
|
CWP
158
Concord Wealth Partners
Abingdon,
Virginia
| – | -$3K | -300 | Closed |
|
|
TCOV
159
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$2K | -284 | Closed |
|
|
PGWM
160
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$1K | -97 | Closed |
|
161
CI Investments Inc
Toronto,
Ontario, Canada
| – | +$37 | +5 | New |
|
|
ZB
162
Zions Bancorporation
Salt Lake City,
Utah
| – | +$305 | +41 | New |
|
UWMC Hedge Fund Activity: Q3 2021 in Review
137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2021, worth a combined $187M — down 19% from $229M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of UWMC and 29 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 65 added.
The largest buyer was BlackRock, adding an estimated $8.75M. The largest seller was King Street Capital Management, cutting an estimated $18.3M.
- 137 institutional investors held UWM Holdings (UWMC) as of Q3 2021, down from 141 in Q2 2021.
- Funds reported $187M of UWM Holdings stock for Q3 2021, down 19% quarter-over-quarter.
- 29 funds opened new UWM Holdings positions in Q3 2021 and 32 closed out, a net change of -3 holders.
- The largest UWM Holdings buyer in Q3 2021 was BlackRock, an estimated $8.75M added.
- The largest UWM Holdings seller in Q3 2021 was King Street Capital Management, an estimated $18.3M sold.
Based on aggregated 13F filings for Q3 2021.