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UWM Holdings
UWMC

165 hedge funds and large institutions have $207M invested in UWM Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $3.96M

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3% more funds holding

Funds holding: 160 → 165 (+5)

0.97% more ownership

Funds ownership: 44.9% → 45.86% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less capital invested

Capital invested by funds: $234M → $207M (-$26.9M)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
66
Reduced
50
Closed
20
Calls
$22.6M
Puts
$3.96M
Net Calls
+$18.6M
Net Calls Change
+$6.61M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.21M
2
Victory Capital Management
Victory Capital Management
Texas
+$1.86M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.5M
4
Invesco
Invesco
Georgia
+$1.16M
5
Goldman Sachs
Goldman Sachs
New York
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
ACL
Azora Capital LP
Florida
-$4.35M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.47M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.43M
4
PCMU
Paragon Capital Management (Utah)
Utah
-$1.21M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
151
C.M. Bidwell & Associates
Hawaii
$2.1K +$2.49K +432 New
PMFA
152
Plante Moran Financial Advisors
Michigan
$1.98K – – –
CAS
153
Coppell Advisory Solutions
Texas
$1.76K +$611 +106 +25%
OLVIG
154
Oliver Lagore Vanvalin Investment Group
Michigan
$1.63K -$10.1K -1,759 -84%
BWM
155
Baystate Wealth Management
Massachusetts
$1.46K – – –
CA
156
Clearstead Advisors
Ohio
$1.27K +$766 +133 +103%
Loomis, Sayles & Company
157
Loomis, Sayles & Company
Massachusetts
$1K -$6.95K -1,206 -86%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$1K +$58 +10 +8%
TCM
159
Tradewinds Capital Management
Washington
$970 – – –
TCOV
160
Trust Company of Vermont
Vermont
$922 – – –
OIA
161
Optimum Investment Advisors
Illinois
$584 +$12 +2 +2%
AWA
162
Authentikos Wealth Advisory
California
$243 +$288 +50 New
ACL
163
Azora Capital LP
Florida
– -$4.35M -777,481 Closed
PCMU
164
Paragon Capital Management (Utah)
Utah
– -$1.21M -215,394 Closed
Group One Trading
165
Group One Trading
Illinois
– -$417K -72,472 Closed
ASN
166
Advisory Services Network
Georgia
– -$360K -64,295 Closed
NICM
167
Neo Ivy Capital Management
New York
– -$349K -62,367 Closed
SC
168
Sculptor Capital
New York
– -$319K -57,000 Closed
HF
169
HRT Financial
New York
– -$276K -49,339 Closed
CMF
170
Counterpoint Mutual Funds
California
– -$243K -43,447 Closed
BTWM
171
Baker Tilly Wealth Management
Wisconsin
– -$168K -30,000 Closed
VIA
172
Vident Investment Advisory
Georgia
– -$152K -27,117 Closed
YIH
173
Y-Intercept (HK)
Hong Kong
– -$138K -24,656 Closed
BWP
174
Balboa Wealth Partners
Arizona
– -$107K -19,167 Closed
Corient Private Wealth
175
Corient Private Wealth
Florida
– -$94.7K -16,911 Closed
4 5 6
7
8

UWMC Hedge Fund Activity: Q3 2023 in Review

165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2023, worth a combined $207M — down 11% from $234M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UWMC positions and 20 closed out — a net gain of 6 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $8.21M. The largest seller was Azora Capital LP, exiting entirely with an estimated $4.35M sold.

  • 165 institutional investors held UWM Holdings (UWMC) as of Q3 2023, up from 160 in Q2 2023.
  • Funds reported $207M of UWM Holdings stock for Q3 2023, down 11% quarter-over-quarter.
  • 26 funds opened new UWM Holdings positions in Q3 2023 and 20 closed out, a net change of +6 holders.
  • The largest UWM Holdings buyer in Q3 2023 was Fidelity Investments, an estimated $8.21M added.
  • The largest UWM Holdings seller in Q3 2023 was Azora Capital LP, an estimated $4.35M sold.

Based on aggregated 13F filings for Q3 2023.