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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
SFM
26
Systematic Financial Management
New Jersey
$19.5M -$217K -4,190 -1%
Legal & General Group
27
Legal & General Group
United Kingdom
$18.2M +$1.29M +25,000 +7%
TAM
28
Third Avenue Management
New York
$18.1M -$2.98M -57,600 -13%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$17.9M +$1.91M +36,910 +11%
SI
30
Scout Investments
Missouri
$17.4M -$978K -18,910 -5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$17.4M +$1.01M +19,480 +6%
Renaissance Technologies
32
Renaissance Technologies
New York
$17.2M -$2.9M -56,000 -13%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$16.1M -$9.28M -179,570 -35%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$15.4M +$683K +13,200 +4%
N
35
Nuveen
North Carolina
$15.2M +$206K +3,980 +1%
OCM
36
Oakview Capital Management
Texas
$14.3M +$5.95M +115,050 +62%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$13.9M +$7.84M +151,600 +109%
CS
38
Credit Suisse
Switzerland
$13.7M -$2.79M -54,000 -16%
Goldman Sachs
39
Goldman Sachs
New York
$12.9M -$6.48M -125,230 -32%
Wells Fargo
40
Wells Fargo
California
$12.2M +$170K +3,280 +1%
ACH
41
ArrowMark Colorado Holdings
Colorado
$11M
WIM
42
Wilen Investment Management
Florida
$9.42M +$156K +3,010 +2%
Deutsche Bank
43
Deutsche Bank
Germany
$9.26M -$405K -7,830 -4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$8.86M -$896K -17,330 -9%
SAM
45
Stansberry Asset Management
Texas
$8.69M -$20.7K -400 -0.2%
PAIM
46
Punch & Associates Investment Management
Minnesota
$8.49M -$71.9K -1,390 -0.8%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$8.38M -$10.9K -210 -0.1%
MAM
48
Martingale Asset Management
Massachusetts
$8M -$103K -2,000 -1%
First Trust Advisors
49
First Trust Advisors
Illinois
$7.92M -$9.92M -191,880 -54%
Bank of America
50
Bank of America
North Carolina
$7.82M +$2.54M +49,200 +43%

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.