U-Haul Holding Co Series N
UHAL.B
252 hedge funds and large institutions have $3.29B invested in U-Haul Holding Co Series N in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 43 closing their positions.
387% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $330K
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 84
5% more capital invested
Capital invested by funds: $3.14B → $3.29B (+$146M)
0.44% more ownership
Funds ownership: 35.14% → 35.58% (+0.44%)
10% less funds holding
Funds holding: 280 → 252 (-28)
58% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$67.7M |
| 2 |
BlackRock
New York
|
+$37.8M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$27M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$26.3M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scout Investments
Kansas City,
Missouri
|
-$23.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.6M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$11.5M |
| 4 |
Millennium Management
New York
|
-$11.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.2M |
UHAL.B Hedge Fund Activity: Q3 2023 in Review
252 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co Series N (UHAL.B) for Q3 2023, worth a combined $3.29B — up 4.6% from $3.14B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of UHAL.B and 18 opened new positions — a net loss of 25 holders — while 84 trimmed existing stakes and 89 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $67.7M. The largest seller was Scout Investments, exiting entirely with an estimated $23.2M sold.
- 252 institutional investors held U-Haul Holding Co Series N (UHAL.B) as of Q3 2023, down from 280 in Q2 2023.
- Funds reported $3.29B of U-Haul Holding Co Series N stock for Q3 2023, up 4.6% quarter-over-quarter.
- 18 funds opened new U-Haul Holding Co Series N positions in Q3 2023 and 43 closed out, a net change of -25 holders.
- The largest U-Haul Holding Co Series N buyer in Q3 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $67.7M added.
- The largest U-Haul Holding Co Series N seller in Q3 2023 was Scout Investments, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2023.