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U-Haul Holding Co
UHAL

163 hedge funds and large institutions have $1.41B invested in U-Haul Holding Co in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $8.64M | Put options by funds: $6.16M

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

6% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 63

2% less funds holding

Funds holding: 166 → 163 (-3)

12% less capital invested

Capital invested by funds: $1.59B → $1.41B (-$183M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
4.73%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
19
Increased
59
Reduced
63
Closed
19
Calls
$8.64M
Puts
$6.16M
Net Calls
+$2.49M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
NC
Nicholas Company
Wisconsin
+$28.3M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$7.8M
3
First Trust Advisors
First Trust Advisors
Illinois
+$6.67M
4
BIT
BlackRock Institutional Trust
California
+$6.01M
5
FCG
FrontFour Capital Group
Connecticut
+$5.98M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$25.9M
2
Northern Trust
Northern Trust
Illinois
-$17.7M
3
JIR
James Investment Research
Ohio
-$8.29M
4
TA
Teachers Advisors
New York
-$8.05M
5
NFA
Nationwide Fund Advisors
Ohio
-$7.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWCI
51
Alpine Woods Capital Investors
New York
$4.25M -$276K -10,000 -6%
PPA
52
Parametric Portfolio Associates
Washington
$4.21M -$49.2K -1,780 -1%
Millennium Management
53
Millennium Management
New York
$4.16M +$4.39M +158,900 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$3.6M +$100K +3,620 +3%
MAA
55
Managed Account Advisors
New Jersey
$3.51M +$54.2K +1,960 +1%
RA
56
Royce & Associates
New York
$3.44M -$514K -18,580 -12%
CS
57
Credit Suisse
Switzerland
$3.27M +$1.28M +46,120 +59%
Goldman Sachs
58
Goldman Sachs
New York
$3.26M +$1.31M +47,330 +61%
DFIM
59
Detwiler Fenton Investment Management
Massachusetts
$3.16M +$22.7K +820 +0.7%
PIP
60
Perennial Investment Partners
Australia
$2.72M +$992K +35,880 +53%
CPIM
61
Columbia Partners Investment Management
Virginia
$2.68M +$81.3K +2,940 +3%
Axa
62
Axa
France
$2.65M -$1.99M -72,000 -42%
NFA
63
Nationwide Fund Advisors
Ohio
$2.62M -$7.51M -271,800 -73%
BIM
64
Bogle Investment Management
Massachusetts
$2.42M – – –
ARC
65
Absolute Return Capital
Massachusetts
$2.28M -$140K -5,080 -6%
ICM
66
ICC Capital Management
Florida
$2.27M +$177K +6,400 +8%
Swiss National Bank
67
Swiss National Bank
Switzerland
$2.17M -$27.6K -1,000 -1%
BC
68
Burney Company
Virginia
$2.01M -$61.7K -2,230 -3%
SIM
69
Spark Investment Management
New York
$1.85M – – –
LG
70
Leuthold Group
Minnesota
$1.73M +$1.83M +66,060 New
Allianz Asset Management
71
Allianz Asset Management
Germany
$1.73M -$263K -9,500 -13%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.66M +$13.8K +500 +0.8%
BG
73
BlackRock Group
United Kingdom
$1.61M +$872K +31,540 +105%
ICAP
74
Independence Capital Asset Partners
Colorado
$1.51M -$166K -6,000 -9%
CAM
75
ClariVest Asset Management
California
$1.51M -$1.38K -50 -0.1%
1 2
3
4 5

UHAL Hedge Fund Activity: Q3 2014 in Review

163 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2014, worth a combined $1.41B — down 12% from $1.59B a quarter earlier.

Fund positioning in UHAL was balanced in Q3 2014: 19 funds opened new positions, 19 closed out, 59 added to existing stakes and 63 trimmed.

The largest buyer was Nicholas Company, adding an estimated $28.3M. The largest seller was Norges Bank, cutting an estimated $25.9M.

  • 163 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2014, down from 166 in Q2 2014.
  • Funds reported $1.41B of U-Haul Holding Co stock for Q3 2014, down 12% quarter-over-quarter.
  • 19 funds opened new U-Haul Holding Co positions in Q3 2014 and 19 closed out, a net change of 0 holders.
  • The largest U-Haul Holding Co buyer in Q3 2014 was Nicholas Company, an estimated $28.3M added.
  • The largest U-Haul Holding Co seller in Q3 2014 was Norges Bank, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2014.