U-Haul Holding Co
UHAL
252 hedge funds and large institutions have $2.48B invested in U-Haul Holding Co in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 31 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 67
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
21.21% more ownership
Funds ownership: 353.68% → 374.9% (+21%)
3% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 31
3% less capital invested
Capital invested by funds: $2.57B → $2.48B (-$86.9M)
1% less funds holding
Funds holding: 255 → 252 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
+$67.5M |
| 2 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
+$34.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$29M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$13.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Gruss Capital Management
New York
|
-$38.9M |
| 2 |
NM
Newtyn Management
New York
|
-$16.7M |
| 3 |
Two Sigma Investments
New York
|
-$9.41M |
| 4 |
JP Morgan Chase
New York
|
-$8.64M |
| 5 |
SCA
Secor Capital Advisors
New York
|
-$5.54M |
UHAL Hedge Fund Activity: Q1 2018 in Review
252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2018, worth a combined $2.48B — down 3.4% from $2.57B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of UHAL and 30 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 101 added.
The largest buyer was Schwartz Investment Counsel, adding an estimated $67.5M. The largest seller was Gruss Capital Management, exiting entirely with an estimated $38.9M sold.
- 252 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2018, down from 255 in Q4 2017.
- Funds reported $2.48B of U-Haul Holding Co stock for Q1 2018, down 3.4% quarter-over-quarter.
- 30 funds opened new U-Haul Holding Co positions in Q1 2018 and 31 closed out, a net change of -1 holder.
- The largest U-Haul Holding Co buyer in Q1 2018 was Schwartz Investment Counsel, an estimated $67.5M added.
- The largest U-Haul Holding Co seller in Q1 2018 was Gruss Capital Management, an estimated $38.9M sold.
Based on aggregated 13F filings for Q1 2018.