UWM Holdings
UWMC
159 hedge funds and large institutions have $194M invested in UWM Holdings in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 24 closing their positions.
352% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $4.26M
62% more capital invested
Capital invested by funds: $120M → $194M (+$74M)
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
23% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 47
3.47% more ownership
Funds ownership: 39.03% → 42.5% (+3.5%)
3% more funds holding
Funds holding: 154 → 159 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$7.57M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$4.98M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$4.27M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$3.59M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.46M |
| 2 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
-$1.24M |
| 3 |
Millennium Management
New York
|
-$1.23M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$955K |
| 5 |
Squarepoint
New York
|
-$830K |
UWMC Hedge Fund Activity: Q1 2023 in Review
159 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2023, worth a combined $194M — up 62% from $120M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new UWMC positions and 24 closed out — a net gain of 8 holders — while 58 added to existing stakes and 47 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $7.57M. The largest seller was Bank of America, cutting an estimated $1.46M.
- 159 institutional investors held UWM Holdings (UWMC) as of Q1 2023, up from 154 in Q4 2022.
- Funds reported $194M of UWM Holdings stock for Q1 2023, up 62% quarter-over-quarter.
- 32 funds opened new UWM Holdings positions in Q1 2023 and 24 closed out, a net change of +8 holders.
- The largest UWM Holdings buyer in Q1 2023 was Victory Capital Management, an estimated $7.57M added.
- The largest UWM Holdings seller in Q1 2023 was Bank of America, an estimated $1.46M sold.
Based on aggregated 13F filings for Q1 2023.