U-Haul Holding Co Series N
UHAL.B
282 hedge funds and large institutions have $3.84B invested in U-Haul Holding Co Series N in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 35 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 82
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
0.59% more ownership
Funds ownership: 35.68% → 36.27% (+0.59%)
0% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 35
2% less funds holding
Funds holding: 287 → 282 (-5)
8% less capital invested
Capital invested by funds: $4.2B → $3.84B (-$354M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$57.2M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$23.3M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$20.1M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$10.3M |
| 5 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$9.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.7M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$9.99M |
| 4 |
WC
Winmill & Co
Rochester,
New York
|
-$9.56M |
| 5 |
BlackRock
New York
|
-$5.79M |
UHAL.B Hedge Fund Activity: Q2 2024 in Review
282 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q2 2024, worth a combined $3.84B — down 8.4% from $4.2B a quarter earlier.
Fund positioning in UHAL.B was balanced in Q2 2024: 35 funds opened new positions, 35 closed out, 116 added to existing stakes and 82 trimmed.
The largest buyer was Trian Fund Management, opening a new position worth an estimated $57.2M. The largest seller was Fidelity Investments, cutting an estimated $22.9M.
- 282 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q2 2024, down from 287 in Q1 2024.
- Funds reported $3.84B of U-Haul Holding Co Series N stock for Q2 2024, down 8.4% quarter-over-quarter.
- 35 funds opened new U-Haul Holding Co Series N positions in Q2 2024 and 35 closed out, a net change of 0 holders.
- The largest U-Haul Holding Co Series N buyer in Q2 2024 was Trian Fund Management, an estimated $57.2M added.
- The largest U-Haul Holding Co Series N seller in Q2 2024 was Fidelity Investments, an estimated $22.9M sold.
Based on aggregated 13F filings for Q2 2024.