UWM Holdings
UWMC
146 hedge funds and large institutions have $188M invested in UWM Holdings in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 41 closing their positions.
230% more call options, than puts
Call options by funds: $20.7M | Put options by funds: $6.27M
69% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 36
14.01% more ownership
Funds ownership: 30.65% → 44.66% (+14%)
3% more capital invested
Capital invested by funds: $182M → $188M (+$5.43M)
8% less funds holding
Funds holding: 158 → 146 (-12)
22% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Diameter Capital Partners
New York
|
+$38.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$5.99M |
| 3 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$4.83M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.98M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$7.88M |
| 2 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
-$4.72M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$4.41M |
| 4 |
BlackRock
New York
|
-$4.05M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$2.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
176
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1K | -143 | Closed |
|
|
APA
177
American Portfolios Advisors
Holbrook,
New York
| – | -$805 | -136 | Closed |
|
|
WWM
178
Wolff Wiese Magana
Carslbad,
California
| – | -$1K | -100 | Closed |
|
|
C
179
Covestor
London,
United Kingdom
| – | +$5 | +1 | +33% |
|
|
OIA
180
Optimum Investment Advisors
Chicago,
Illinois
| – | +$5 | +1 | +1% |
|
181
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$241 | +50 | New |
|
182
US Bancorp
Minneapolis,
Minnesota
| – | +$314 | +65 | New |
|
UWMC Hedge Fund Activity: Q1 2022 in Review
146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2022, worth a combined $188M — up 3% from $182M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of UWMC and 32 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 61 added.
The largest buyer was Diameter Capital Partners, opening a new position worth an estimated $38.4M. The largest seller was Victory Capital Management, exiting entirely with an estimated $7.88M sold.
- 146 institutional investors held UWM Holdings (UWMC) as of Q1 2022, down from 158 in Q4 2021.
- Funds reported $188M of UWM Holdings stock for Q1 2022, up 3% quarter-over-quarter.
- 32 funds opened new UWM Holdings positions in Q1 2022 and 41 closed out, a net change of -9 holders.
- The largest UWM Holdings buyer in Q1 2022 was Diameter Capital Partners, an estimated $38.4M added.
- The largest UWM Holdings seller in Q1 2022 was Victory Capital Management, an estimated $7.88M sold.
Based on aggregated 13F filings for Q1 2022.