UWM Holdings
UWMC
183 hedge funds and large institutions have $338M invested in UWM Holdings in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 19 closing their positions.
282% more call options, than puts
Call options by funds: $26.7M | Put options by funds: $7M
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
63% more capital invested
Capital invested by funds: $207M → $338M (+$131M)
53% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 49
11% more funds holding
Funds holding: 165 → 183 (+18)
4.66% more ownership
Funds ownership: 45.86% → 50.53% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.44M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$5.29M |
| 3 |
Two Sigma Investments
New York
|
+$2.75M |
| 4 |
BlackRock
New York
|
+$2.38M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.57M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$1.51M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.22M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.17M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.06M |
UWMC Hedge Fund Activity: Q4 2023 in Review
183 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2023, worth a combined $338M — up 63% from $207M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new UWMC positions and 19 closed out — a net gain of 19 holders — while 75 added to existing stakes and 49 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $9.44M. The largest seller was Citadel Advisors, cutting an estimated $1.57M.
- 183 institutional investors held UWM Holdings (UWMC) as of Q4 2023, up from 165 in Q3 2023.
- Funds reported $338M of UWM Holdings stock for Q4 2023, up 63% quarter-over-quarter.
- 38 funds opened new UWM Holdings positions in Q4 2023 and 19 closed out, a net change of +19 holders.
- The largest UWM Holdings buyer in Q4 2023 was Fidelity Investments, an estimated $9.44M added.
- The largest UWM Holdings seller in Q4 2023 was Citadel Advisors, an estimated $1.57M sold.
Based on aggregated 13F filings for Q4 2023.