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U-Haul Holding Co Series N

268 hedge funds and large institutions have $3.23B invested in U-Haul Holding Co Series N in 2022 Q4 according to their latest regulatory filings, with 268 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.71% more ownership

Funds ownership: 0%35.71% (+36%)

61% less call options, than puts

Call options by funds: $6.23M | Put options by funds: $16M

Holders
268
Holders Change
+268
Holders Change %
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.14%
New
268
Increased
Reduced
Closed
Calls
$6.23M
Puts
$16M
Net Calls
-$9.78M
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
CoreCap Advisors
Michigan
$44.5K +$46.9K +810 New
O
227
Ossiam
France
$41.6K +$43.8K +756 New
LSA
228
Leonteq Securities AG
Switzerland
$39.6K +$43.3K +747 New
QCG
229
Quadrant Capital Group
Ohio
$35.1K +$37K +639 New
JWM
230
Janiczek Wealth Management
Colorado
$29.8K +$28.7K +495 New
FHA
231
First Horizon Advisors
Tennessee
$24.9K +$26.2K +453 New
HNB
232
Huntington National Bank
Ohio
$20.6K +$21.7K +375 New
Franklin Resources
233
Franklin Resources
California
$20.3K +$21.4K +369 New
CT
234
Colonial Trust
South Carolina
$19.8K +$20.8K +360 New
AF
235
Allworth Financial
California
$19.3K +$20.3K +351 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$18K +$18.9K +327 New
CS
237
Comerica Securities
Michigan
$14.8K +$15.6K +270 New
ST
238
Sageworth Trust
Pennsylvania
$14K +$15.1K +261 New
BHWM
239
Beaird Harris Wealth Management
Texas
$13.7K +$14.4K +249 New
Citadel Advisors
240
Citadel Advisors
Florida
$11.3K +$11.9K +206 New
FFA
241
Farther Finance Advisors
California
$9.4K +$9.9K +171 New
JWA
242
JFS Wealth Advisors
Pennsylvania
$9.07K +$9.55K +165 New
HI
243
Harbour Investments
Wisconsin
$8.41K +$8.86K +153 New
IGWM
244
ICA Group Wealth Management
Colorado
$7.92K +$8.34K +144 New
BIA
245
Bell Investment Advisors
California
$7.42K +$7.82K +135 New
BAMF
246
BI Asset Management Fondsmaeglerselskab
Denmark
$7K +$7.41K +128 New
SC
247
Schubert & Co
Texas
$6.16K +$6.49K +112 New
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$6K +$6.25K +108 New
PFBT
249
Parkside Financial Bank & Trust
Missouri
$5.94K +$6.25K +108 New
PWMG
250
Prestige Wealth Management Group
New Jersey
$5.72K +$6.02K +104 New

UHAL.B Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q4 2022, worth a combined $3.23B.

Buyers outnumbered sellers: 268 funds opened new UHAL.B positions and 0 closed out — a net gain of 268 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $512M.

  • 268 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $3.23B of U-Haul Holding Co Series N stock for Q4 2022.
  • 268 funds opened new U-Haul Holding Co Series N positions in Q4 2022 and 0 closed out, a net change of +268 holders.
  • The largest U-Haul Holding Co Series N buyer in Q4 2022 was Vanguard Group, an estimated $512M added.

Based on aggregated 13F filings for Q4 2022.