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UWM Holdings

97 hedge funds and large institutions have $193M invested in UWM Holdings in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $94.7M | Put options by funds: $35.5M

82% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 34

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

41% more funds holding

Funds holding: 6997 (+28)

6% less capital invested

Capital invested by funds: $206M → $193M (-$13.4M)

13.44% less ownership

Funds ownership: 37.15%23.71% (-13%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
97
Holders Change
+28
Holders Change %
+40.58%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
62
Increased
19
Reduced
12
Closed
34
Calls
$94.7M
Puts
$35.5M
Net Calls
+$59.3M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KSCM
1
King Street Capital Management
New York
$56.3M +$68.9M +7,100,000 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.5M +$32.4M +3,344,182 New
PF
3
Phoenix Financial
Israel
$18.6M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$15.8M -$1.1M -113,317 -5%
BlackRock
5
BlackRock
New York
$10.6M +$11.5M +1,187,517 +791%
Public Sector Pension Investment Board (PSP Investments)
6
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.95M +$7.28M +750,000 New
E
7
Ergoteles
New York
$5.11M +$6.26M +644,952 New
PCM
8
Prana Capital Management
Connecticut
$4.07M +$4.98M +513,406 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.89M +$4.76M +490,517 New
Goldman Sachs
10
Goldman Sachs
New York
$3.85M +$4.57M +470,999 +3,318%
LCM
11
Lakewood Capital Management
New York
$2.78M +$3.4M +350,000 New
Jane Street
12
Jane Street
New York
$2.76M +$514K +53,038 +18%
HWM
13
Hohimer Wealth Management
Washington
$2.56M +$3.13M +322,445 New
SSA
14
Schonfeld Strategic Advisors
New York
$2.15M +$2.63M +270,982 New
Charles Schwab
15
Charles Schwab
California
$2.02M +$2.47M +254,160 New
BCM
16
Basswood Capital Management
New York
$1.99M -$2.97M -305,813 -55%
VF
17
Virtu Financial
New York
$1.78M +$2.18M +224,273 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.74M +$1.16M +120,000 +120%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.66M +$1.49M +154,044 +281%
Bank of America
20
Bank of America
North Carolina
$1.65M +$2M +205,785 +10,284%
EGM
21
Engineers Gate Manager
New York
$1.45M +$1.77M +182,365 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.43M +$625K +64,447 +56%
Millennium Management
23
Millennium Management
New York
$1.24M -$642K -66,137 -30%
UBS Group
24
UBS Group
Switzerland
$1.21M +$1.48M +152,377 New
HSBC Holdings
25
HSBC Holdings
United Kingdom
$1.19M +$1.48M +152,786 New

UWMC Hedge Fund Activity: Q1 2021 in Review

97 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2021, worth a combined $193M — down 6.5% from $206M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new UWMC positions and 34 closed out — a net gain of 28 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was King Street Capital Management, opening a new position worth an estimated $68.9M. The largest seller was Magnetar Financial, exiting entirely with an estimated $13.3M sold.

  • 97 institutional investors held UWM Holdings (UWMC) as of Q1 2021, up from 69 in Q4 2020.
  • Funds reported $193M of UWM Holdings stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 62 funds opened new UWM Holdings positions in Q1 2021 and 34 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q1 2021 was King Street Capital Management, an estimated $68.9M added.
  • The largest UWM Holdings seller in Q1 2021 was Magnetar Financial, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2021.