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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$11.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.28M |
| 3 |
Two Sigma Investments
New York
|
+$4.84M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.22M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$8.89M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$5.01M |
| 3 |
Morgan Stanley
New York
|
-$4.04M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.75M |
| 5 |
CM
Capula Management
Grand Cayman,
Cayman Islands
|
-$2.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MM
201
MQS Management
New York
| – | -$89.2K | -12,474 | Closed |
|
|
AGM
202
Alpine Global Management
New York
| – | -$75.8K | -10,604 | Closed |
|
|
BTI
203
Blue Trust Inc
Alpharetta,
Georgia
| – | -$9K | -1,812 | Closed |
|
|
SSG
204
Summit Securities Group
New York
| – | -$6K | -900 | Closed |
|
205
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$4K | -564 | Closed |
|
|
CMBA
206
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$3.09K | -432 | Closed |
|
|
AT
207
Arlington Trust
Birmingham,
Alabama
| – | -$2.39K | -334 | Closed |
|
|
ASN
208
Advisory Services Network
Atlanta,
Georgia
| – | -$2.15K | -300 | Closed |
|
|
OIA
209
Optimum Investment Advisors
Chicago,
Illinois
| – | -$878 | -123 | Closed |
|
|
LFG
210
Larson Financial Group
St Louis,
Missouri
| – | -$107 | -15 | Closed |
|
|
MCM
211
MV Capital Management
Bethesda,
Maryland
| – | -$15 | -2 | Closed |
|
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.