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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.21M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$1.86M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.16M |
| 5 |
Goldman Sachs
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$4.35M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.47M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.43M |
| 4 |
PCMU
Paragon Capital Management (Utah)
Provo,
Utah
|
-$1.21M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EIP
176
Easterly Investment Partners
Beverly,
Massachusetts
| – | -$66.5K | -11,870 | Closed |
|
|
BC
177
Bridgefront Capital
Austin,
Texas
| – | -$65.6K | -11,721 | Closed |
|
|
GCP
178
GSA Capital Partners
London,
United Kingdom
| – | -$59K | -10,596 | Closed |
|
|
CAS
179
CTC Alternative Strategies
Chicago,
Illinois
| – | -$57.1K | -10,200 | Closed |
|
|
HWM
180
HB Wealth Management
Atlanta,
Georgia
| – | -$57K | -10,183 | Closed |
|
181
Verition Fund Management
Greenwich,
Connecticut
| – | -$56.6K | -10,113 | Closed |
|
|
VWM
182
Venturi Wealth Management
Austin,
Texas
| – | -$4.76K | -850 | Closed |
|
|
CAL
183
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$300 | -52 | -74% |
|
|
C
184
Covestor
London,
United Kingdom
| – | -$46 | -8 | -89% |
|
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.