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U-Haul Holding Co
UHAL

236 hedge funds and large institutions have $2.16B invested in U-Haul Holding Co in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

11% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 70

9.25% more ownership

Funds ownership: 285.5% → 294.75% (+9.2%)

5% more funds holding

Funds holding: 225 → 236 (+11)

4% more capital invested

Capital invested by funds: $2.07B → $2.16B (+$91.5M)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
236
Holders Change
+11
Holders Change %
+4.89%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
37
Increased
78
Reduced
70
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$109M
2
Principal Financial Group
Principal Financial Group
Iowa
+$66.2M
3
ACM
Abrams Capital Management
Massachusetts
+$62.7M
4
First Manhattan
First Manhattan
New York
+$61.4M
5
VFPI
Vantage Financial Partners (Illinois)
Illinois
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
MP
Manikay Partners
New York
-$46.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$32.2M
3
NC
Nicholas Company
Wisconsin
-$25.8M
4
AA
Ancient Art
Texas
-$20.9M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
226
Dubuque Bank & Trust
Iowa
$4K +$3.76K +100 New
PA
227
Parallel Advisors
California
$3K +$2.63K +70 New
TRCT
228
Tower Research Capital (TRC)
New York
$2K – – –
CFA
229
Carroll Financial Associates
North Carolina
$2K +$2.63K +70 New
AAF
230
Andra AP-fonden
Sweden
$1.14K +$113K +3,000 +11%
QT
231
Quantbot Technologies
New York
$1K -$4.13K -110 -79%
QI
232
QS Investors
New York
$1K – – –
ZB
233
Zions Bancorporation
Utah
$1K +$1.13K +30 New
GVT
234
Genesee Valley Trust
New York
$234 +$1.88K +50 +0.8%
Walleye Trading
235
Walleye Trading
New York
$33 +$32.3K +860 New
MP
236
Manikay Partners
New York
– -$46.2M -1,250,000 Closed
LSV Asset Management
237
LSV Asset Management
Illinois
– -$12.7M -344,010 Closed
MCM
238
McKinley Capital Management
Alaska
– -$12.2M -328,770 Closed
CCM
239
Cloverdale Capital Management
Texas
– -$8.06M -218,050 Closed
Two Sigma Investments
240
Two Sigma Investments
New York
– -$6.74M -182,450 Closed
CIA
241
Capital Impact Advisors
Massachusetts
– -$1.44M -38,910 Closed
APG Asset Management
242
APG Asset Management
Netherlands
– -$1.16M -33,180 Closed
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
– -$1.19M -32,220 Closed
DCM
244
Decatur Capital Management
Georgia
– -$1.06M -28,810 Closed
BA
245
Boston Advisors
Massachusetts
– -$804K -21,750 Closed
AR
246
Advisory Research
Illinois
– -$435K -11,760 Closed
Wolverine Trading
247
Wolverine Trading
Illinois
– -$352K -9,530 Closed
CIM
248
Calvert Investment Management
Maryland
– -$254K -6,870 Closed
HIP
249
Hatteras Investment Partners
North Carolina
– -$248K -6,700 Closed
ICM
250
IMS Capital Management
Oregon
– -$203K -5,500 Closed
7 8 9
10
11

UHAL Hedge Fund Activity: Q1 2017 in Review

236 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2017, worth a combined $2.16B — up 4.4% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UHAL positions and 19 closed out — a net gain of 18 holders — while 78 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $109M. The largest seller was Manikay Partners, exiting entirely with an estimated $46.2M sold.

  • 236 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2017, up from 225 in Q4 2016.
  • Funds reported $2.16B of U-Haul Holding Co stock for Q1 2017, up 4.4% quarter-over-quarter.
  • 37 funds opened new U-Haul Holding Co positions in Q1 2017 and 19 closed out, a net change of +18 holders.
  • The largest U-Haul Holding Co buyer in Q1 2017 was BlackRock, an estimated $109M added.
  • The largest U-Haul Holding Co seller in Q1 2017 was Manikay Partners, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2017.