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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
Walleye Capital
301
Walleye Capital
New York
-$365K -6,120 Closed
BHCM
302
Boulder Hill Capital Management
New York
-$358K -6,000 Closed
PP
303
Paloma Partners
Connecticut
-$338K -5,670 Closed
AR
304
Advisory Research
Illinois
-$328K -5,490 Closed
OTL
305
Oak Thistle LLC
New York
-$289K -4,840 Closed
FFM
306
Forum Financial Management
Illinois
-$275K -4,610 Closed
Wolverine Trading
307
Wolverine Trading
Illinois
-$236K -4,570 Closed
CTC
308
Central Trust Company
Missouri
-$269K -4,500 Closed
GAM
309
Gotham Asset Management
New York
-$237K -3,970 Closed
MFAM
310
Motley Fool Asset Management
Virginia
-$236K -3,950 Closed
EVM
311
Eaton Vance Management
Massachusetts
-$223K -3,740 Closed
KeyBank National Association
312
KeyBank National Association
Ohio
-$220K -3,690 Closed
SP
313
Symmetry Partners
Connecticut
-$219K -3,670 Closed
GKWIM
314
Gerber Kawasaki Wealth & Investment Management
California
-$208K -3,490 Closed
JMPWA
315
JP Morgan Private Wealth Advisors
California
-$208K -3,480 Closed
CNC
316
Canandaigua National Corp
New York
-$205K -3,430 Closed
QCM
317
Quantinno Capital Management
New York
-$204K -3,410 Closed
New York State Teachers Retirement System (NYSTRS)
318
New York State Teachers Retirement System (NYSTRS)
New York
-$179K -3,000 Closed
PHK
319
Point72 Hong Kong
Hong Kong
-$159K -2,660 Closed
ACM
320
Aquatic Capital Management
Illinois
-$60K -1,000 Closed
JIR
321
James Investment Research
Ohio
-$19K -320 Closed
OA
322
Operose Advisors
Wisconsin
-$11K -180 Closed
SWA
323
SOA Wealth Advisors
New York
-$10K -180 Closed
MCC
324
Money Concepts Capital
Florida
-$8K -130 Closed
CI
325
Cordant Inc
Oregon
-$4K -60 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.