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UWM Holdings

219 hedge funds and large institutions have $621M invested in UWM Holdings in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

114% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $15.7M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $371M → $621M (+$250M)

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

19.94% more ownership

Funds ownership: 56.36%76.3% (+20%)

14% more funds holding

Funds holding: 192219 (+27)

Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
84
Reduced
53
Closed
21
Calls
$33.7M
Puts
$15.7M
Net Calls
+$18M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$2.49K
Comerica Bank
202
Comerica Bank
Texas
$2.3K
CPG
203
Cornerstone Planning Group
New Jersey
$1.41K
FFA
204
Farther Finance Advisors
California
$1.33K -$2.53K -300 -66%
CA
205
Clearstead Advisors
Ohio
$1.19K +$17 +2 +1%
CI Investments Inc
206
CI Investments Inc
Ontario, Canada
$1K -$8 -1 -0.6%
SAM
207
Smartleaf Asset Management
Massachusetts
$981 +$986 +117 New
PPA
208
Painted Porch Advisors
California
$980 +$969 +115 New
NFSG
209
Newbridge Financial Services Group
Florida
$852 -$843 -100 -50%
MG
210
Mather Group
Illinois
$818 +$84 +10 +12%
CA
211
Continuum Advisory
Idaho
$677
NRG
212
Nemes Rush Group
Michigan
$610 +$708 +84 New
TWD
213
True Wealth Design
Ohio
$307 +$303 +36 New
MCM
214
MV Capital Management
Maryland
$111 +$93 +11 +550%
DWA
215
Delos Wealth Advisors
Texas
$86
CMP
216
Coston McIsaac & Partners
Maine
$11 +$143 +17 +1%
BIG
217
Brooklyn Investment Group
New York
$9 +$8 +1 New
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
-$1.39M -165,137 Closed
TI
219
Trexquant Investment
Connecticut
-$744K -107,425 Closed
ECM
220
ExodusPoint Capital Management
New York
-$487K -70,337 Closed
JF
221
Jump Financial
Illinois
-$424K -61,144 Closed
CM
222
Caption Management
Oklahoma
-$410K -59,200 Closed
AC
223
AXQ Capital
New Jersey
-$405K -58,466 Closed
TSS
224
Two Sigma Securities
New York
-$374K -44,400 Closed
SEI Investments
225
SEI Investments
Pennsylvania
-$215K -31,085 Closed

UWMC Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2024, worth a combined $621M — up 67% from $371M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UWMC positions and 21 closed out — a net gain of 28 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.6M. The largest seller was First Trust Advisors, cutting an estimated $5.74M.

  • 219 institutional investors held UWM Holdings (UWMC) as of Q3 2024, up from 192 in Q2 2024.
  • Funds reported $621M of UWM Holdings stock for Q3 2024, up 67% quarter-over-quarter.
  • 49 funds opened new UWM Holdings positions in Q3 2024 and 21 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q3 2024 was Citadel Advisors, an estimated $62.6M added.
  • The largest UWM Holdings seller in Q3 2024 was First Trust Advisors, an estimated $5.74M sold.

Based on aggregated 13F filings for Q3 2024.