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U-Haul Holding Co
UHAL

170 hedge funds and large institutions have $1.54B invested in U-Haul Holding Co in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $1.41B → $1.54B (+$133M)

4% more funds holding

Funds holding: 163 → 170 (+7)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

8% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $5.23M

46% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 83

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
4.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
83
Closed
12
Calls
$4.8M
Puts
$5.23M
Net Calls
-$426K
Net Calls Change
-$2.91M

Top Buyers

Rank Fund Capital Flow
1
NC
Nicholas Company
Wisconsin
+$25.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$11.5M
3
CWAM
Columbia Wanger Asset Management
Illinois
+$5.42M
4
MP
Manikay Partners
New York
+$5.42M
5
MCM
McKinley Capital Management
Alaska
+$5.31M

Top Sellers

Rank Fund Capital Flow
1
CGI
CI Global Investments
California
-$7.2M
2
SFM
Systematic Financial Management
New Jersey
-$4.03M
3
First Trust Advisors
First Trust Advisors
Illinois
-$3.98M
4
RHBC
R.H. Bluestein & Co
Michigan
-$3.88M
5
ICM
ISZO Capital Management
New York
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$15.7M +$4.4M +162,180 +42%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$15.3M +$163K +6,000 +1%
JP Morgan Chase
28
JP Morgan Chase
New York
$14.5M -$1.75M -64,700 -11%
Wells Fargo
29
Wells Fargo
California
$14.2M -$136K -5,030 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$13.9M +$505K +18,640 +4%
First Trust Advisors
31
First Trust Advisors
Illinois
$13.6M -$3.98M -146,950 -24%
Prudential Financial
32
Prudential Financial
New Jersey
$12.9M +$54.2K +2,000 +0.4%
PFC
33
Phocas Financial Corp
California
$11.6M -$443K -16,330 -4%
Invesco
34
Invesco
Georgia
$11.6M +$255K +9,400 +2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$11.4M -$81.3K -3,000 -0.8%
ICM
36
ISZO Capital Management
New York
$10.3M -$3.76M -138,900 -28%
Morgan Stanley
37
Morgan Stanley
New York
$10.1M -$2.34M -86,450 -20%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$8.41M -$405K -14,930 -5%
Northern Trust
39
Northern Trust
Illinois
$8.27M -$2.55M -93,990 -24%
SCM
40
Sandler Capital Management
New York
$7.86M -$1.86M -68,500 -20%
FQ
41
First Quadrant
California
$7.32M -$325K -12,000 -4%
CCMH
42
Cornerstone Capital Management Holdings
New York
$6.88M -$2.26M -83,490 -26%
PAIM
43
Punch & Associates Investment Management
Minnesota
$6.41M +$39.6K +1,460 +0.7%
ACA
44
Apis Capital Advisors
New York
$6.33M +$6.04M +222,700 New
MCM
45
McKinley Capital Management
Alaska
$5.57M +$5.31M +195,900 New
DCM
46
Driehaus Capital Management
Illinois
$5.49M +$206K +7,610 +4%
Goldman Sachs
47
Goldman Sachs
New York
$5.05M +$1.44M +53,280 +43%
QI
48
QS Investors
New York
$4.95M +$4.72M +174,200 New
DA
49
Denali Advisors
California
$4.92M -$2.66M -98,000 -36%
AWCI
50
Alpine Woods Capital Investors
New York
$4.61M – – –
1
2
3 4 5

UHAL Hedge Fund Activity: Q4 2014 in Review

170 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2014, worth a combined $1.54B — up 9.4% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UHAL positions and 12 closed out — a net gain of 10 holders — while 45 added to existing stakes and 83 trimmed.

The largest buyer was Nicholas Company, adding an estimated $25.1M. The largest seller was CI Global Investments, exiting entirely with an estimated $7.2M sold.

  • 170 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2014, up from 163 in Q3 2014.
  • Funds reported $1.54B of U-Haul Holding Co stock for Q4 2014, up 9.4% quarter-over-quarter.
  • 22 funds opened new U-Haul Holding Co positions in Q4 2014 and 12 closed out, a net change of +10 holders.
  • The largest U-Haul Holding Co buyer in Q4 2014 was Nicholas Company, an estimated $25.1M added.
  • The largest U-Haul Holding Co seller in Q4 2014 was CI Global Investments, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2014.