U-Haul Holding Co
UHAL
241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 16 closing their positions.
175% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 16
11% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 71
10% more funds holding
Funds holding: 219 → 241 (+22)
4.72% more ownership
Funds ownership: 375.21% → 379.93% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less capital invested
Capital invested by funds: $2.87B → $2.77B (-$101M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tran Capital Management
San Rafael,
California
|
+$20.8M |
| 2 |
BlackRock
New York
|
+$14.6M |
| 3 |
LHC
Lodge Hill Capital
New York
|
+$11.3M |
| 4 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$6.79M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$65.5M |
| 2 |
ICM
Indaba Capital Management
San Francisco,
California
|
-$24.3M |
| 3 |
ISL
Ingalls & Snyder LLC
New York
|
-$9.52M |
| 4 |
Goldman Sachs
New York
|
-$5.09M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$4.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$204K | -5,190 | Closed |
|
252
Aberdeen Group
Edinburgh,
United Kingdom
| – | -$200K | -5,130 | Closed |
|
253
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$67K | -1,730 | Closed |
|
|
UCFA
254
United Capital Financial Advisors
Irving,
Texas
| – | -$8K | -210 | Closed |
|
|
GSWM
255
Golden State Wealth Management
Santa Ana,
California
| – | -$7K | -170 | Closed |
|
|
IA
256
IFP Advisors
Tampa,
Florida
| – | -$1.14K | -30 | Closed |
|
|
OSAM
257
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$380 | +10 | New |
|
UHAL Hedge Fund Activity: Q4 2019 in Review
241 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2019, worth a combined $2.77B — down 3.5% from $2.87B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new UHAL positions and 16 closed out — a net gain of 28 holders — while 79 added to existing stakes and 71 trimmed.
The largest buyer was Tran Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.
- 241 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2019, up from 219 in Q3 2019.
- Funds reported $2.77B of U-Haul Holding Co stock for Q4 2019, down 3.5% quarter-over-quarter.
- 44 funds opened new U-Haul Holding Co positions in Q4 2019 and 16 closed out, a net change of +28 holders.
- The largest U-Haul Holding Co buyer in Q4 2019 was Tran Capital Management, an estimated $20.8M added.
- The largest U-Haul Holding Co seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.
Based on aggregated 13F filings for Q4 2019.