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U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$20.1M +$331K +9,120 +2%
Wells Fargo
27
Wells Fargo
California
$19.9M +$1.43M +39,320 +8%
Charles Schwab
28
Charles Schwab
California
$19.7M +$2.17M +59,590 +13%
Swiss National Bank
29
Swiss National Bank
Switzerland
$18.1M +$7.47M +205,700 +73%
SFM
30
Systematic Financial Management
New Jersey
$15.1M +$1.03M +28,270 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$14.7M -$289K -7,950 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$14.3M +$4.07M +111,910 +41%
WIM
33
Wilen Investment Management
Florida
$13.1M -$323K -8,900 -2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$12.4M +$282K +7,770 +2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$12.3M -$2.22M -61,000 -16%
UBS AM
36
UBS AM
Illinois
$10.5M +$32K +880 +0.3%
ISL
37
Ingalls & Snyder LLC
New York
$9.89M -$369K -10,160 -4%
BIP
38
Brandes Investment Partners
California
$8.35M +$461K +12,700 +6%
Norges Bank
39
Norges Bank
Norway
$8.32M +$1.97M +54,170 +32%
First Trust Advisors
40
First Trust Advisors
Illinois
$8.05M -$2.21M -60,840 -22%
DA
41
Denali Advisors
California
$7.99M -$4.54M -125,000 -37%
Legal & General Group
42
Legal & General Group
United Kingdom
$7.92M +$2.81M +77,340 +57%
First Manhattan
43
First Manhattan
New York
$7.66M -$1.7M -46,850 -19%
SG Americas Securities
44
SG Americas Securities
New York
$7.47M +$6.21M +171,020 +567%
EAM
45
Erste Asset Management
Austria
$7.43M +$727K +20,000 +11%
PAIM
46
Punch & Associates Investment Management
Minnesota
$7.04M -$990K -27,240 -13%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7M -$206K -5,680 -3%
TCIM
48
TIAA CREF Investment Management
New York
$6.87M -$557K -15,320 -8%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$6.53M -$117K -3,220 -2%
SIC
50
Schwartz Investment Counsel
Michigan
$6.32M +$182K +5,000 +3%

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.