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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.13%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
31
Increased
87
Reduced
110
Closed
23
Calls
$2.24M
Puts
$135K
Net Calls
+$2.1M
Net Calls Change
-$249K

Top Buyers

Rank Fund Capital Flow
1
SCA
Southpoint Capital Advisors
New York
+$52M
2
First Trust Advisors
First Trust Advisors
Illinois
+$10.3M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$9.65M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$8.22M
5
SCM
Smead Capital Management
Arizona
+$6.35M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$43.7M
2
Morgan Stanley
Morgan Stanley
New York
-$37.7M
3
YAM
Yacktman Asset Management
Texas
-$18.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$18M
5
Charles Schwab
Charles Schwab
California
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$2M -$432K -6,710 -18%
CWM
102
Chemistry Wealth Management
New York
$1.98M +$258K +4,000 +16%
VIM
103
VELA Investment Management
Ohio
$1.9M -$5.41K -84 -0.3%
Millennium Management
104
Millennium Management
New York
$1.89M +$1.13M +17,547 +163%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$1.83M -$102K -1,586 -5%
ASRS
106
Arizona State Retirement System
Arizona
$1.78M +$1.29K +20 +0.1%
SC
107
Skylands Capital
Wisconsin
$1.78M +$377K +5,850 +28%
BRWA
108
B. Riley Wealth Advisors
Florida
$1.72M +$6.12K +95 +0.3%
Nomura Asset Management
109
Nomura Asset Management
Japan
$1.72M -$36.1K -560 -2%
RC
110
RBF Capital
California
$1.68M – – –
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$1.63M +$165K +2,562 +12%
EI
112
Ethic Inc
New York
$1.57M -$168K -2,604 -10%
Prudential Financial
113
Prudential Financial
New Jersey
$1.57M -$325K -5,050 -18%
Citigroup
114
Citigroup
New York
$1.57M -$1.45M -22,552 -49%
SO
115
STRS Ohio
Ohio
$1.56M +$1.51M +23,444 New
Stifel Financial
116
Stifel Financial
Missouri
$1.55M -$66K -1,025 -4%
Jane Street
117
Jane Street
New York
$1.55M -$1.13M -17,524 -43%
Caisse de Depot et Placement du Quebec (CDPQ)
118
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.43M +$1.38M +21,403 New
Skandinaviska Enskilda Banken (SEB)
119
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.4M – – –
NFGCM
120
Norman Fields Gottscho Capital Management
New York
$1.32M -$29K -450 -2%
SFI
121
Susquehanna Fundamental Investments
Pennsylvania
$1.31M +$1.27M +19,699 New
HCA
122
Hyperion Capital Advisors
New York
$1.31M – – –
HCA
123
Harbor Capital Advisors
Illinois
$1.31M +$1.26M +19,586 New
DnB Asset Management
124
DnB Asset Management
Norway
$1.31M -$36.4K -565 -3%
PAM
125
Panagora Asset Management
Massachusetts
$1.23M – – –
3 4
5
6 7

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.