U-Haul Holding Co
UHAL
255 hedge funds and large institutions have $2.57B invested in U-Haul Holding Co in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 30 closing their positions.
45.98% more ownership
Funds ownership: 307.71% → 353.68% (+46%)
17% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 30
14% more capital invested
Capital invested by funds: $2.26B → $2.57B (+$307M)
2% more funds holding
Funds holding: 250 → 255 (+5)
4% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 84
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$154M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$118M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$45.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$34M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kingstown Capital Management
New York
|
-$36.6M |
| 2 |
NM
Newtyn Management
New York
|
-$28M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$23.8M |
| 4 |
AA
Ancient Art
Austin,
Texas
|
-$19.6M |
| 5 |
GC
Greenlight Capital
New York
|
-$18.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMDAM
276
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| – | -$207K | -5,540 | Closed |
|
|
NFA
277
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$83K | -2,220 | Closed |
|
|
TRCT
278
Tower Research Capital (TRC)
New York
| – | -$73K | -1,960 | Closed |
|
|
RAM
279
RK Asset Management
Grosse Pointe Farms,
Michigan
| – | -$12K | -330 | Closed |
|
|
HAM
280
Highstreet Asset Management
London,
Ontario, Canada
| – | -$5K | -130 | Closed |
|
|
TWA
281
TCI Wealth Advisors
Tucson,
Arizona
| – | -$5K | -130 | Closed |
|
|
MFW
282
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$1K | -30 | Closed |
|
|
ZB
283
Zions Bancorporation
Salt Lake City,
Utah
| – | -$1K | -30 | Closed |
|
284
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -20 | Closed |
|
|
SPIA
285
Steward Partners Investment Advisory
New York
| – | +$374 | +10 | New |
|
UHAL Hedge Fund Activity: Q4 2017 in Review
255 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2017, worth a combined $2.57B — up 14% from $2.26B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UHAL positions and 30 closed out — a net gain of 5 holders — while 87 added to existing stakes and 84 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $154M. The largest seller was Kingstown Capital Management, exiting entirely with an estimated $36.6M sold.
- 255 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2017, up from 250 in Q3 2017.
- Funds reported $2.57B of U-Haul Holding Co stock for Q4 2017, up 14% quarter-over-quarter.
- 35 funds opened new U-Haul Holding Co positions in Q4 2017 and 30 closed out, a net change of +5 holders.
- The largest U-Haul Holding Co buyer in Q4 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $154M added.
- The largest U-Haul Holding Co seller in Q4 2017 was Kingstown Capital Management, an estimated $36.6M sold.
Based on aggregated 13F filings for Q4 2017.