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UWM Holdings
UWMC

184 hedge funds and large institutions have $363M invested in UWM Holdings in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $6.31M

50% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 50

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

6% more capital invested

Capital invested by funds: $342M → $363M (+$21.1M)

1.79% more ownership

Funds ownership: 51.09% → 52.88% (+1.8%)

1% more funds holding

Funds holding: 183 → 184 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
75
Reduced
50
Closed
27
Calls
$25.7M
Puts
$6.31M
Net Calls
+$19.4M
Net Calls Change
-$359K

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$11.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.28M
3
Two Sigma Investments
Two Sigma Investments
New York
+$4.84M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.22M
5
Bank of America
Bank of America
North Carolina
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$8.89M
2
ACL
Azora Capital LP
Florida
-$5.01M
3
Morgan Stanley
Morgan Stanley
New York
-$4.04M
4
Invesco
Invesco
Georgia
-$2.75M
5
CM
Capula Management
Cayman Islands
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
151
GAMMA Investing
California
$10.4K +$574 +85 +6%
NA
152
NewEdge Advisors
Louisiana
$9.73K – – –
CFO
153
CVA Family Office
Colorado
$9.44K – – –
LC
154
Lindbrook Capital
California
$9.26K +$331 +49 +4%
CMP
155
Coston McIsaac & Partners
Maine
$9K +$128 +19 +1%
DFA
156
DHJJ Financial Advisors
Illinois
$7.99K +$115 +17 +2%
AIG
157
American International Group
New York
$7.59K -$47 -7 -0.7%
SWM
158
Spire Wealth Management
Virginia
$7.26K – – –
SC
159
Stephens Consulting
Michigan
$7.26K – – –
SS
160
Sunbelt Securities
Texas
$7.13K +$94 +14 +1%
VAMG
161
Voisard Asset Management Group
Michigan
$6.93K – – –
FFO
162
Fortitude Family Office
Arizona
$5.62K – – –
BHWM
163
Beaird Harris Wealth Management
Texas
$4.58K +$243 +36 +6%
SPIA
164
Steward Partners Investment Advisory
New York
$4.53K +$67 +10 +2%
OLVIG
165
Oliver Lagore Vanvalin Investment Group
Michigan
$3.98K +$1.39K +206 +60%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$3.66K +$3.4K +504 New
GFPC
167
Global Financial Private Client
Florida
$3.29K +$3.39K +502 New
CMA
168
Cedar Mountain Advisors
Oregon
$3.27K – – –
PMFA
169
Plante Moran Financial Advisors
Michigan
$2.96K – – –
FFA
170
Farther Finance Advisors
California
$2.53K +$1.69K +250 +185%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$2.12K – – –
Comerica Bank
172
Comerica Bank
Texas
$1.96K – – –
CPG
173
Cornerstone Planning Group
New Jersey
$1.47K +$1.46K +216 New
NFSG
174
Newbridge Financial Services Group
Florida
$1.45K -$47.2K -7,000 -97%
TCM
175
Tradewinds Capital Management
Washington
$1.45K – – –
5 6
7
8 9

UWMC Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2024, worth a combined $363M — up 6.2% from $342M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UWMC positions and 27 closed out — a net gain of 5 holders — while 75 added to existing stakes and 50 trimmed.

The largest buyer was Northern Trust, adding an estimated $11.9M. The largest seller was Victory Capital Management, cutting an estimated $8.89M.

  • 184 institutional investors held UWM Holdings (UWMC) as of Q1 2024, up from 183 in Q4 2023.
  • Funds reported $363M of UWM Holdings stock for Q1 2024, up 6.2% quarter-over-quarter.
  • 32 funds opened new UWM Holdings positions in Q1 2024 and 27 closed out, a net change of +5 holders.
  • The largest UWM Holdings buyer in Q1 2024 was Northern Trust, an estimated $11.9M added.
  • The largest UWM Holdings seller in Q1 2024 was Victory Capital Management, an estimated $8.89M sold.

Based on aggregated 13F filings for Q1 2024.