U-Haul Holding Co Series N
UHAL.B
287 hedge funds and large institutions have $4.2B invested in U-Haul Holding Co Series N in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 110 reducing their positions, and 23 closing their positions.
1,559% more call options, than puts
Call options by funds: $2.24M | Put options by funds: $135K
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
2% more funds holding
Funds holding: 281 → 287 (+6)
0.41% less ownership
Funds ownership: 36.09% → 35.68% (-0.41%)
6% less capital invested
Capital invested by funds: $4.49B → $4.2B (-$289M)
21% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 110
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$52M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.3M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$9.65M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$8.22M |
| 5 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$6.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.7M |
| 2 |
Morgan Stanley
New York
|
-$37.7M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$18.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$18M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$17.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SP
301
Symmetry Partners
Glastonbury,
Connecticut
| – | -$209K | -2,964 | Closed |
|
|
AWM
302
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$206K | -2,920 | Closed |
|
|
CCM
303
Chilton Capital Management
Houston,
Texas
| – | -$71.6K | -1,017 | Closed |
|
|
N
304
Natixis
Paris,
France
| – | -$36K | -511 | Closed |
|
|
ASN
305
Advisory Services Network
Atlanta,
Georgia
| – | -$25.8K | -366 | Closed |
|
306
Lazard Asset Management
New York
| – | -$14K | -206 | Closed |
|
307
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$11K | -153 | Closed |
|
|
GWS
308
Glassman Wealth Services
Vienna,
Virginia
| – | -$6.97K | -99 | Closed |
|
|
CWC
309
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$6.13K | -87 | Closed |
|
|
MCM
310
Manchester Capital Management
Manchester,
Vermont
| – | -$494 | -7 | Closed |
|
UHAL.B Hedge Fund Activity: Q1 2024 in Review
287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q1 2024, worth a combined $4.2B — down 6.4% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UHAL.B positions and 23 closed out — a net gain of 8 holders — while 87 added to existing stakes and 110 trimmed.
The largest buyer was Southpoint Capital Advisors, adding an estimated $52M. The largest seller was Wellington Management Group, cutting an estimated $43.7M.
- 287 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q1 2024, up from 281 in Q4 2023.
- Funds reported $4.2B of U-Haul Holding Co Series N stock for Q1 2024, down 6.4% quarter-over-quarter.
- 31 funds opened new U-Haul Holding Co Series N positions in Q1 2024 and 23 closed out, a net change of +8 holders.
- The largest U-Haul Holding Co Series N buyer in Q1 2024 was Southpoint Capital Advisors, an estimated $52M added.
- The largest U-Haul Holding Co Series N seller in Q1 2024 was Wellington Management Group, an estimated $43.7M sold.
Based on aggregated 13F filings for Q1 2024.