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UWM Holdings

192 hedge funds and large institutions have $371M invested in UWM Holdings in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $8.89M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

13% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 60

4% more funds holding

Funds holding: 184192 (+8)

3.48% more ownership

Funds ownership: 52.88%56.36% (+3.5%)

2% more capital invested

Capital invested by funds: $363M → $371M (+$7.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
68
Reduced
60
Closed
20
Calls
$20.2M
Puts
$8.89M
Net Calls
+$11.4M
Net Calls Change
-$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
176
Arax Advisory Partners
Colorado
$2.51K +$2.49K +362 New
PFBT
177
Parkside Financial Bank & Trust
Missouri
$2.02K
CPG
178
Cornerstone Planning Group
New Jersey
$1.89K
Comerica Bank
179
Comerica Bank
Texas
$1.87K
EWA
180
EverSource Wealth Advisors
Alabama
$1.73K +$804 +117 +131%
NFSG
181
Newbridge Financial Services Group
Florida
$1.39K
TCM
182
Tradewinds Capital Management
Washington
$1.39K
TCOV
183
Trust Company of Vermont
Vermont
$1.32K
ATPW
184
Ashton Thomas Private Wealth
Arizona
$1.32K +$1.31K +190 New
CI Investments Inc
185
CI Investments Inc
Ontario, Canada
$1K -$55 -8 -5%
CA
186
Clearstead Advisors
Ohio
$957
CA
187
Continuum Advisory
Idaho
$818
MG
188
Mather Group
Illinois
$624
DWA
189
Delos Wealth Advisors
Texas
$70 +$69 +10 New
CA
190
CoreCap Advisors
Michigan
$69
MCM
191
MV Capital Management
Maryland
$14 +$14 +2 New
HF
192
HRT Financial
New York
-$2.16M -297,345 Closed
ACL
193
Azora Capital LP
Florida
-$1.42M -195,308 Closed
Allianz Asset Management
194
Allianz Asset Management
Germany
-$1.11M -153,200 Closed
NCL
195
Nishkama Capital LLC
Puerto Rico
-$961K -132,365 Closed
IMRF
196
Illinois Municipal Retirement Fund
Illinois
-$677K -93,198 Closed
XT
197
XTX Topco
Cayman Islands
-$332K -45,680 Closed
Point72 Asset Management
198
Point72 Asset Management
Connecticut
-$297K -40,900 Closed
PCM
199
Prana Capital Management
Connecticut
-$206K -28,345 Closed
SAG
200
SageView Advisory Group
California
-$408K -7,607 Closed

UWMC Hedge Fund Activity: Q2 2024 in Review

192 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2024, worth a combined $371M — up 2.1% from $363M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UWMC positions and 20 closed out — a net gain of 12 holders — while 68 added to existing stakes and 60 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $5.45M. The largest seller was Victory Capital Management, cutting an estimated $5.39M.

  • 192 institutional investors held UWM Holdings (UWMC) as of Q2 2024, up from 184 in Q1 2024.
  • Funds reported $371M of UWM Holdings stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 32 funds opened new UWM Holdings positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest UWM Holdings buyer in Q2 2024 was First Trust Advisors, an estimated $5.45M added.
  • The largest UWM Holdings seller in Q2 2024 was Victory Capital Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2024.