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U-Haul Holding Co

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 56

6% more capital invested

Capital invested by funds: $2.48B → $2.62B (+$143M)

1.85% more ownership

Funds ownership: 374.9%376.75% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

6% less funds holding

Funds holding: 252238 (-14)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

Holders
238
Holders Change
-14
Holders Change %
-5.56%
% of All Funds
5.45%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
20
Increased
114
Reduced
56
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$6.64M +$650K +18,690 +11%
LCM
52
Landscape Capital Management
New Jersey
$6.02M -$632K -18,190 -10%
HA
53
Heartland Advisors
Wisconsin
$5.6M +$1.64M +47,260 +43%
Allianz Asset Management
54
Allianz Asset Management
Germany
$5.17M
Norges Bank
55
Norges Bank
Norway
$5.06M +$4.03M +115,910 +442%
FTIOP
56
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.91M -$495K -14,230 -9%
AA
57
Ancient Art
Texas
$4.81M -$8.33M -239,550 -64%
AAMU
58
Amundi Asset Management US
Massachusetts
$4.7M +$298K +8,580 +7%
PP
59
Pegasus Partners
Wisconsin
$4.68M -$551K -15,840 -11%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$4.46M +$1.11M +32,060 +34%
AAF
61
Andra AP-fonden
Sweden
$4.24M -$34.8K -1,000 -0.8%
Asset Management One
62
Asset Management One
Japan
$4.03M +$189K +5,440 +5%
Boston Partners
63
Boston Partners
Massachusetts
$3.93M +$843K +24,250 +28%
AWCI
64
Alpine Woods Capital Investors
New York
$3.85M -$34.8K -1,000 -0.9%
Invesco
65
Invesco
Georgia
$3.75M -$2.22M -63,860 -38%
Legal & General Group
66
Legal & General Group
United Kingdom
$3.72M +$332K +9,540 +10%
CS
67
Credit Suisse
Switzerland
$3.68M -$266K -7,660 -7%
Victory Capital Management
68
Victory Capital Management
Texas
$3.62M +$407K +11,720 +13%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$3.56M -$109K -3,130 -3%
TA
70
Teachers Advisors
New York
$3.52M +$640K +18,400 +23%
PL
71
PWMCO LLC
Illinois
$3.49M +$3.41M +98,010 New
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$3.34M +$99.4K +2,860 +3%
MM
73
Midas Management
New York
$2.96M +$2.88M +83,000 New
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$2.9M +$861K +24,770 +44%
CAM
75
Congress Asset Management
Massachusetts
$2.83M -$75.1K -2,160 -3%

UHAL Hedge Fund Activity: Q2 2018 in Review

238 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2018, worth a combined $2.62B — up 5.8% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UHAL and 20 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 114 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $57.8M. The largest seller was Schwartz Investment Counsel, cutting an estimated $64.3M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2018, down from 252 in Q1 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 20 funds opened new U-Haul Holding Co positions in Q2 2018 and 32 closed out, a net change of -12 holders.
  • The largest U-Haul Holding Co buyer in Q2 2018 was Hotchkis & Wiley Capital Management, an estimated $57.8M added.
  • The largest U-Haul Holding Co seller in Q2 2018 was Schwartz Investment Counsel, an estimated $64.3M sold.

Based on aggregated 13F filings for Q2 2018.