UWM Holdings
UWMC
134 hedge funds and large institutions have $103M invested in UWM Holdings in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 25 closing their positions.
248% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $4.26M
4% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.27% less ownership
Funds ownership: 38.2% → 37.93% (-0.27%)
8% less funds holding
Funds holding: 145 → 134 (-11)
18% less capital invested
Capital invested by funds: $125M → $103M (-$22.5M)
44% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.1M |
| 2 |
PE
Platinum Equity
Beverly Hills,
California
|
+$7.34M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$1.41M |
| 4 |
BCM
Basswood Capital Management
New York
|
+$1.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Diameter Capital Partners
New York
|
-$17.7M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$1.41M |
| 3 |
E
Ergoteles
New York
|
-$1.31M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.19M |
| 5 |
BlackRock
New York
|
-$1.17M |
UWMC Hedge Fund Activity: Q3 2022 in Review
134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2022, worth a combined $103M — down 18% from $125M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of UWMC and 14 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 48 added.
The largest buyer was Fidelity Investments, adding an estimated $12.1M. The largest seller was Diameter Capital Partners, exiting entirely with an estimated $17.7M sold.
- 134 institutional investors held UWM Holdings (UWMC) as of Q3 2022, down from 145 in Q2 2022.
- Funds reported $103M of UWM Holdings stock for Q3 2022, down 18% quarter-over-quarter.
- 14 funds opened new UWM Holdings positions in Q3 2022 and 25 closed out, a net change of -11 holders.
- The largest UWM Holdings buyer in Q3 2022 was Fidelity Investments, an estimated $12.1M added.
- The largest UWM Holdings seller in Q3 2022 was Diameter Capital Partners, an estimated $17.7M sold.
Based on aggregated 13F filings for Q3 2022.