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UWM Holdings
UWMC

159 hedge funds and large institutions have $194M invested in UWM Holdings in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $4.26M

62% more capital invested

Capital invested by funds: $120M → $194M (+$74M)

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

3.47% more ownership

Funds ownership: 39.03% → 42.5% (+3.5%)

3% more funds holding

Funds holding: 154 → 159 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
58
Reduced
47
Closed
24
Calls
$19.2M
Puts
$4.26M
Net Calls
+$15M
Net Calls Change
+$8M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$7.57M
2
Northern Trust
Northern Trust
Illinois
+$4.98M
3
BCM
Basswood Capital Management
New York
+$4.27M
4
ACL
Azora Capital LP
Florida
+$3.59M
5
SSA
Schonfeld Strategic Advisors
New York
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.46M
2
IIC
Integrated Investment Consultants
Michigan
-$1.24M
3
Millennium Management
Millennium Management
New York
-$1.23M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$955K
5
Squarepoint
Squarepoint
New York
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$491 -$1.75K -400 -80%
TF
152
TimeScale Financial
Massachusetts
$10 +$9 +2 New
FGAM
153
Financial Gravity Asset Management
Texas
$1 +$539 +123 New
Millennium Management
154
Millennium Management
New York
– -$1.23M -371,404 Closed
Squarepoint
155
Squarepoint
New York
– -$830K -250,778 Closed
CM
156
Capula Management
Cayman Islands
– -$777K -234,770 Closed
AWM
157
AE Wealth Management
Kansas
– -$258K -78,064 Closed
Marshall Wace
158
Marshall Wace
United Kingdom
– -$245K -74,079 Closed
BHCM
159
Boulder Hill Capital Management
New York
– -$197K -59,600 Closed
BGIM
160
Brandywine Global Investment Management
Pennsylvania
– -$187K -56,510 Closed
VF
161
Virtu Financial
New York
– -$117K -35,233 Closed
DTL
162
Dynamic Technology Lab
Singapore
– -$92K -27,983 Closed
AG
163
Algert Global
California
– -$74K -22,373 Closed
GWS
164
Glassman Wealth Services
Virginia
– -$54.9K -16,583 Closed
BCM
165
Bayesian Capital Management
New York
– -$44.4K -13,400 Closed
IFG
166
Independent Financial Group
California
– -$43.5K -13,128 Closed
IA
167
IFP Advisors
Florida
– -$146K -12,936 Closed
Walleye Capital
168
Walleye Capital
New York
– -$40.7K -12,291 Closed
CSS
169
Cubist Systematic Strategies
Connecticut
– -$37.5K -11,325 Closed
SOW
170
State of Wyoming
Wyoming
– -$37.4K -11,287 Closed
EGM
171
Engineers Gate Manager
New York
– -$34.7K -10,479 Closed
CFGS
172
Concourse Financial Group Securities
Alabama
– -$4.86K -1,108 Closed
CAS
173
Coppell Advisory Solutions
Texas
– -$1.76K -531 Closed
CASC
174
Coppell Advisory Solutions Corp
Texas
– -$1.76K -531 Closed
ACM
175
Aquatic Capital Management
Illinois
– -$1K -300 Closed
4 5 6
7
8

UWMC Hedge Fund Activity: Q1 2023 in Review

159 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2023, worth a combined $194M — up 62% from $120M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UWMC positions and 24 closed out — a net gain of 8 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $7.57M. The largest seller was Bank of America, cutting an estimated $1.46M.

  • 159 institutional investors held UWM Holdings (UWMC) as of Q1 2023, up from 154 in Q4 2022.
  • Funds reported $194M of UWM Holdings stock for Q1 2023, up 62% quarter-over-quarter.
  • 32 funds opened new UWM Holdings positions in Q1 2023 and 24 closed out, a net change of +8 holders.
  • The largest UWM Holdings buyer in Q1 2023 was Victory Capital Management, an estimated $7.57M added.
  • The largest UWM Holdings seller in Q1 2023 was Bank of America, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2023.