U-Haul Holding Co
UHAL
173 hedge funds and large institutions have $1.29B invested in U-Haul Holding Co in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 18 closing their positions.
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
27% more capital invested
Capital invested by funds: $1.02B → $1.29B (+$272M)
9% more funds holding
Funds holding: 159 → 173 (+14)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
24% less call options, than puts
Call options by funds: $9.91M | Put options by funds: $13M
30% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$9.67M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$9.33M |
| 3 |
RHBC
R.H. Bluestein & Co
Birmingham,
Michigan
|
+$6.73M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.34M |
| 5 |
SC
Skylands Capital
Milwaukee,
Wisconsin
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$17.6M |
| 2 |
Goldman Sachs
New York
|
-$9.51M |
| 3 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$9.15M |
| 4 |
Morgan Stanley
New York
|
-$6.97M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$6.16M |
UHAL Hedge Fund Activity: Q4 2013 in Review
173 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2013, worth a combined $1.29B — up 27% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new UHAL positions and 18 closed out — a net gain of 14 holders — while 51 added to existing stakes and 73 trimmed.
The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $9.67M. The largest seller was Systematic Financial Management, cutting an estimated $17.6M.
- 173 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2013, up from 159 in Q3 2013.
- Funds reported $1.29B of U-Haul Holding Co stock for Q4 2013, up 27% quarter-over-quarter.
- 32 funds opened new U-Haul Holding Co positions in Q4 2013 and 18 closed out, a net change of +14 holders.
- The largest U-Haul Holding Co buyer in Q4 2013 was Columbia Wanger Asset Management, an estimated $9.67M added.
- The largest U-Haul Holding Co seller in Q4 2013 was Systematic Financial Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2013.