U-Haul Holding Co
UHAL
241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
15% more capital invested
Capital invested by funds: $2.42B → $2.78B (+$362M)
13% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 76
4.79% more ownership
Funds ownership: 376.53% → 381.32% (+4.8%)
5% more funds holding
Funds holding: 230 → 241 (+11)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| 1 |
BlackRock
New York
|
+$9.82M |
| 2 |
State Street
Boston,
Massachusetts
|
+$8.91M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$7.67M |
| 4 |
Swiss National Bank
Zurich,
Switzerland
|
+$7.47M |
| 5 |
SG Americas Securities
New York
|
+$6.21M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$7.47M |
| 2 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$5.37M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$4.8M |
| 4 |
Renaissance Technologies
New York
|
-$4.61M |
| 5 |
DA
Denali Advisors
San Diego,
California
|
-$4.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSS
251
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$211K | -6,440 | Closed |
|
|
CFD
252
Creative Financial Designs
Kokomo,
Indiana
| – | -$9K | -270 | Closed |
|
|
ASN
253
Advisory Services Network
Atlanta,
Georgia
| – | -$7K | -220 | Closed |
|
|
IA
254
IFP Advisors
Tampa,
Florida
| – | -$6K | -170 | Closed |
|
|
CA
255
Claro Advisors
Boston,
Massachusetts
| – | -$2K | -50 | Closed |
|
256
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -20 | Closed |
|
|
AIM
257
Assured Investment Management
New York
| – | +$363 | +10 | New |
|
|
DWM
258
Destination Wealth Management
Walnut Creek,
California
| – | +$363 | +10 | New |
|
UHAL Hedge Fund Activity: Q1 2019 in Review
241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.
The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.
- 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
- Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
- 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
- The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
- The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.
Based on aggregated 13F filings for Q1 2019.