U-Haul Holding Co Series N
UHAL.B
278 hedge funds and large institutions have $3.25B invested in U-Haul Holding Co Series N in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 27 closing their positions.
790% more call options, than puts
Call options by funds: $6.4M | Put options by funds: $719K
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
4% more funds holding
Funds holding: 268 → 278 (+10)
1% more capital invested
Capital invested by funds: $3.23B → $3.25B (+$25.3M)
0.14% less ownership
Funds ownership: 35.71% → 35.57% (-0.14%)
11% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 102
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.3M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$15.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
| 4 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$12.8M |
| 5 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$7.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancient Art
Austin,
Texas
|
-$13.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$13M |
| 3 |
Goldman Sachs
New York
|
-$12.7M |
| 4 |
A
AustralianSuper
Melbourne,
Australia
|
-$11.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$10.2M |
UHAL.B Hedge Fund Activity: Q1 2023 in Review
278 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q1 2023, worth a combined $3.25B — up 0.78% from $3.23B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new UHAL.B positions and 27 closed out — a net gain of 13 holders — while 91 added to existing stakes and 102 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $49.3M. The largest seller was Ancient Art, cutting an estimated $13.8M.
- 278 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q1 2023, up from 268 in Q4 2022.
- Funds reported $3.25B of U-Haul Holding Co Series N stock for Q1 2023, up 0.78% quarter-over-quarter.
- 40 funds opened new U-Haul Holding Co Series N positions in Q1 2023 and 27 closed out, a net change of +13 holders.
- The largest U-Haul Holding Co Series N buyer in Q1 2023 was Fidelity Investments, an estimated $49.3M added.
- The largest U-Haul Holding Co Series N seller in Q1 2023 was Ancient Art, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2023.