U-Haul Holding Co
UHAL
238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.
9% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 22
5% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 79
0% more funds holding
Funds holding: 238 → 238 (0)
0% less capital invested
Capital invested by funds: $2.62B → $2.62B (-$2.27M)
1.7% less ownership
Funds ownership: 376.75% → 375.05% (-1.7%)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$26.8M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$14.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$12.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
-$68.7M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$19.1M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$5.1M |
| 4 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$4.91M |
| 5 |
AA
Ancient Art
Austin,
Texas
|
-$4.81M |
UHAL Hedge Fund Activity: Q3 2018 in Review
238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.
- 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
- 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
- The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
- The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.
Based on aggregated 13F filings for Q3 2018.