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 |
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.