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U-Haul Holding Co

290 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less funds holding

Funds holding: 306290 (-16)

5.76% less ownership

Funds ownership: 363.43%357.67% (-5.8%)

21% less capital invested

Capital invested by funds: $4.22B → $3.34B (-$883M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

69% less call options, than puts

Call options by funds: $8.99M | Put options by funds: $28.7M

Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
116
Reduced
102
Closed
41
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
276
Ogorek Anthony Joseph
New York
$4K
S
277
Surevest
California
$4K
ZB
278
Zions Bancorporation
Utah
$4K
GWS
279
Glassman Wealth Services
Virginia
$4K +$4.14K +80 New
Loomis, Sayles & Company
280
Loomis, Sayles & Company
Massachusetts
$3K -$1.55K -30 -33%
EARNEST Partners
281
EARNEST Partners
Georgia
$3K
BIA
282
Bell Investment Advisors
California
$2K +$2.58K +50 New
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$1.07K +$382K +7,380 +51%
JWA
284
JFS Wealth Advisors
Pennsylvania
$1K -$3.62K -70 -78%
DI
285
Disciplined Investments
Oklahoma
$1K -$1.03K -20 -50%
BWM
286
BerganKDV Wealth Management
Minnesota
$1K
BTI
287
Blue Trust Inc
Georgia
$1K +$1.03K +20 New
DFCM
288
Dark Forest Capital Management
Puerto Rico
$1K +$1.55K +30 New
Balyasny Asset Management
289
Balyasny Asset Management
Illinois
-$7.05M -118,130 Closed
Tudor Investment Corp
290
Tudor Investment Corp
Connecticut
-$3.9M -65,270 Closed
ZDA
291
Zweig-DiMenna Associates
New York
-$1.81M -30,370 Closed
Bank of Nova Scotia
292
Bank of Nova Scotia
Ontario, Canada
-$1.62M -27,200 Closed
CW
293
Connectus Wealth
Ohio
-$1.91M -26,230 Closed
Marshall Wace
294
Marshall Wace
United Kingdom
-$1.22M -20,340 Closed
FCM
295
Fairbanks Capital Management
California
-$1.18M -19,740 Closed
E
296
Ergoteles
New York
-$836K -14,000 Closed
LAM
297
L2 Asset Management
Massachusetts
-$528K -8,840 Closed
SSA
298
Schonfeld Strategic Advisors
New York
-$463K -7,760 Closed
CS
299
Candriam SCA
Luxembourg
-$422K -7,070 Closed
SLAM
300
Swiss Life Asset Management
-$382K -6,400 Closed

UHAL Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2022, worth a combined $3.34B — down 21% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UHAL and 30 opened new positions — a net loss of 11 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $23.3M. The largest seller was Prudential Financial, cutting an estimated $21.8M.

  • 290 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2022, down from 306 in Q1 2022.
  • Funds reported $3.34B of U-Haul Holding Co stock for Q2 2022, down 21% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q2 2022 and 41 closed out, a net change of -11 holders.
  • The largest U-Haul Holding Co buyer in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $23.3M added.
  • The largest U-Haul Holding Co seller in Q2 2022 was Prudential Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.