UWM Holdings
UWMC
160 hedge funds and large institutions have $234M invested in UWM Holdings in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 22 closing their positions.
225% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $5.36M
21% more capital invested
Capital invested by funds: $194M → $234M (+$40.2M)
2.4% more ownership
Funds ownership: 42.5% → 44.9% (+2.4%)
9% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 55
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
1% more funds holding
Funds holding: 159 → 160 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.25M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.74M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.78M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.18M |
| 5 |
PCMU
Paragon Capital Management (Utah)
Provo,
Utah
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$3.41M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$3.13M |
| 3 |
D.E. Shaw & Co
New York
|
-$1.02M |
| 4 |
ICM
Islay Capital Management
Lubbock,
Texas
|
-$664K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$563K |
UWMC Hedge Fund Activity: Q2 2023 in Review
160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2023, worth a combined $234M — up 21% from $194M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new UWMC positions and 22 closed out — a net gain of 1 holder — while 60 added to existing stakes and 55 trimmed.
The largest buyer was Vanguard Group, adding an estimated $7.25M. The largest seller was Basswood Capital Management, cutting an estimated $3.41M.
- 160 institutional investors held UWM Holdings (UWMC) as of Q2 2023, up from 159 in Q1 2023.
- Funds reported $234M of UWM Holdings stock for Q2 2023, up 21% quarter-over-quarter.
- 23 funds opened new UWM Holdings positions in Q2 2023 and 22 closed out, a net change of +1 holder.
- The largest UWM Holdings buyer in Q2 2023 was Vanguard Group, an estimated $7.25M added.
- The largest UWM Holdings seller in Q2 2023 was Basswood Capital Management, an estimated $3.41M sold.
Based on aggregated 13F filings for Q2 2023.