U-Haul Holding Co
UHAL
225 hedge funds and large institutions have $2.07B invested in U-Haul Holding Co in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 83 reducing their positions, and 24 closing their positions.
285.5% more ownership
Funds ownership: 0% → 285.5% (+286%)
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
16% more capital invested
Capital invested by funds: $1.78B → $2.07B (+$285M)
5% more funds holding
Funds holding: 214 → 225 (+11)
23% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 83
64% less call options, than puts
Call options by funds: $2.43M | Put options by funds: $6.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
+$35.3M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$19.1M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$18.3M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$17.6M |
| 5 |
DA
Denali Advisors
San Diego,
California
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$41.2M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$28.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$25.5M |
| 4 |
LS
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
-$22.1M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$19.5M |
UHAL Hedge Fund Activity: Q4 2016 in Review
225 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2016, worth a combined $2.07B — up 16% from $1.78B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new UHAL positions and 24 closed out — a net gain of 16 holders — while 64 added to existing stakes and 83 trimmed.
The largest buyer was Abrams Capital Management, opening a new position worth an estimated $35.3M. The largest seller was Nicholas Company, cutting an estimated $41.2M.
- 225 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2016, up from 214 in Q3 2016.
- Funds reported $2.07B of U-Haul Holding Co stock for Q4 2016, up 16% quarter-over-quarter.
- 40 funds opened new U-Haul Holding Co positions in Q4 2016 and 24 closed out, a net change of +16 holders.
- The largest U-Haul Holding Co buyer in Q4 2016 was Abrams Capital Management, an estimated $35.3M added.
- The largest U-Haul Holding Co seller in Q4 2016 was Nicholas Company, an estimated $41.2M sold.
Based on aggregated 13F filings for Q4 2016.