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U-Haul Holding Co
UHAL

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding

Funds holding: 238 → 238 (0)

0% less capital invested

Capital invested by funds: $2.62B → $2.62B (-$2.27M)

1.7% less ownership

Funds ownership: 376.75% → 375.05% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
24
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M
4
State Street
State Street
Massachusetts
+$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.39M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$68.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$19.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.91M
5
AA
Ancient Art
Texas
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$17.7M -$267K -7,230 -1%
Northern Trust
27
Northern Trust
Illinois
$17.7M +$1.04M +28,150 +6%
Charles Schwab
28
Charles Schwab
California
$16.1M +$2.86M +77,360 +21%
SI
29
Scout Investments
Missouri
$16M +$189K +5,120 +1%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$14.7M +$1.98M +53,750 +15%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$14M -$775K -21,000 -5%
WIM
32
Wilen Investment Management
Florida
$12.9M -$196K -5,300 -1%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$12.8M +$624K +16,910 +5%
DA
34
Denali Advisors
California
$12.2M -$2.07M -56,000 -14%
SFM
35
Systematic Financial Management
New Jersey
$11.7M +$127K +3,440 +1%
CTA
36
Carillon Tower Advisers
Florida
$10.8M +$544K +14,750 +5%
First Trust Advisors
37
First Trust Advisors
Illinois
$10.3M +$215K +5,820 +2%
ISL
38
Ingalls & Snyder LLC
New York
$10.3M +$15.9K +430 +0.1%
Swiss National Bank
39
Swiss National Bank
Switzerland
$9.99M -$406K -11,000 -4%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$8.47M +$25.1K +680 +0.3%
PAIM
41
Punch & Associates Investment Management
Minnesota
$7.92M -$617K -16,710 -7%
SIC
42
Schwartz Investment Counsel
Michigan
$7.85M – – –
Deutsche Bank
43
Deutsche Bank
Germany
$7.46M +$5.53M +149,780 +253%
EIP
44
Epoch Investment Partners
New York
$7.38M -$52.8K -1,430 -0.7%
UBS AM
45
UBS AM
Illinois
$7.23M +$238K +6,450 +3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$7.08M +$233K +6,300 +3%
FQ
47
First Quadrant
California
$7.06M – – –
BIP
48
Brandes Investment Partners
California
$6.92M -$264K -7,160 -4%
TCIM
49
TIAA CREF Investment Management
New York
$6.8M +$156K +4,240 +2%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$6.6M -$158K -4,290 -2%
1
2
3 4 5

UHAL Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
  • The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.

Based on aggregated 13F filings for Q3 2018.