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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
BAM
176
Belpointe Asset Management
Nevada
– -$509 -154 Closed
JWM
177
Janiczek Wealth Management
Colorado
– -$356 -91 Closed
C
178
Covestor
United Kingdom
– -$224 -51 -73%
FIA
179
FNY Investment Advisers
New York
– -$132 -30 -18%
BTI
180
Blue Trust Inc
Georgia
– +$66 +15 +15%
CAL
181
Capital Advisors Ltd
Ohio
– +$307 +70 New
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.