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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$109M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$66.2M |
| 3 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
+$62.7M |
| 4 |
First Manhattan
New York
|
+$61.4M |
| 5 |
VFPI
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
Manikay Partners
New York
|
-$46.2M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$32.2M |
| 3 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$25.8M |
| 4 |
AA
Ancient Art
Austin,
Texas
|
-$20.9M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$19.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DVM
251
Dreman Value Management
West Palm Beach,
Florida
| – | -$177K | -4,780 | Closed |
|
|
PG
252
PEAK6 Group
Chicago,
Illinois
| – | -$128K | -3,450 | Closed |
|
253
SEI Investments
Oaks,
Pennsylvania
| – | -$76.3K | -2,030 | -100% |
|
|
RFM
254
Royal Fund Management
Lady Lake,
Florida
| – | -$42K | -1,150 | Closed |
|
255
EARNEST Partners
Atlanta,
Georgia
| – | -$2K | -60 | Closed |
|
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.