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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
APA
151
American Portfolios Advisors
New York
$805
KSCM
152
King Street Capital Management
New York
-$13.6M -1,950,000 Closed
Citadel Advisors
153
Citadel Advisors
Florida
-$3.59M -532,551 Closed
Walleye Capital
154
Walleye Capital
New York
-$1.75K -251,501 Closed
Public Sector Pension Investment Board (PSP Investments)
155
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.74M -250,000 Closed
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
-$617K -88,738 Closed
FNBT
157
FineMark National Bank & Trust
Florida
-$521K -75,000 Closed
BTWM
158
Baker Tilly Wealth Management
Wisconsin
-$336K -48,362 Closed
PRC
159
Pearl River Capital
Michigan
-$186K -26,808 Closed
G
160
Gainplan
Michigan
-$185K -26,734 Closed
BFM
161
Boothbay Fund Management
New York
-$131K -18,859 Closed
SG Americas Securities
162
SG Americas Securities
New York
-$96K -13,751 Closed
PCM
163
Prelude Capital Management
New York
-$95K -13,602 Closed
PAG
164
Private Advisor Group
New Jersey
-$73K -10,563 Closed
RIM
165
Rockbridge Investment Management
New York
-$70K -10,000 Closed
GKWIM
166
Gerber Kawasaki Wealth & Investment Management
California
-$41K -5,910 Closed
KTC
167
Kistler-Tiffany Companies
Pennsylvania
-$21K -3,000 Closed
TWA
168
TCI Wealth Advisors
Arizona
-$14K -2,000 Closed
GWM
169
Geneos Wealth Management
Colorado
-$12K -1,800 Closed
RIA
170
RPG Investment Advisory
California
-$10K -1,500 Closed
Deutsche Bank
171
Deutsche Bank
Germany
-$9K -1,272 Closed
FP
172
Financial Perspectives
Minnesota
-$6.95K -1,000 Closed
C
173
Covestor
United Kingdom
+$20 +3 New
CAL
174
Capital Advisors Ltd
Ohio
+$61 +9 New
RE
175
RBC Europe
United Kingdom
+$243 +36 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.