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U-Haul Holding Co

306 hedge funds and large institutions have $4.22B invested in U-Haul Holding Co in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.04% more ownership

Funds ownership: 359.39%363.43% (+4%)

7% less funds holding

Funds holding: 329306 (-23)

15% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 116

17% less capital invested

Capital invested by funds: $5.1B → $4.22B (-$875M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

35% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 54

60% less call options, than puts

Call options by funds: $8.77M | Put options by funds: $21.8M

Holders
306
Holders Change
-23
Holders Change %
-6.99%
% of All Funds
4.83%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
35
Increased
99
Reduced
116
Closed
54
Calls
$8.77M
Puts
$21.8M
Net Calls
-$13M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$6.66M -$358K -5,800 -5%
Invesco
77
Invesco
Georgia
$6.47M -$15.2M -246,710 -69%
VCM
78
Vision Capital Management
Oregon
$5.92M +$310K +5,030 +5%
VRS
79
Virginia Retirement Systems
Virginia
$5.91M
ASGS
80
Alpha Square Group S
New York
$5.79M +$5.98M +97,000 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$5.71M +$761K +12,340 +15%
Fuller & Thaler Asset Management
82
Fuller & Thaler Asset Management
California
$5.53M +$1.96M +31,840 +52%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$5.49M +$573K +9,300 +11%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$5.33M +$2.51M +40,750 +84%
Aviva
85
Aviva
United Kingdom
$5.32M +$4.77M +77,410 +666%
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$5.31M
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.16M -$358K -5,800 -6%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$4.9M +$910K +14,760 +22%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$4.86M +$488K +7,910 +11%
Canada Life
90
Canada Life
Manitoba, Canada
$4.75M -$529K -8,580 -10%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$4.71M -$493K -8,000 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.48M +$3.76M +61,000 +436%
KAM
93
Knightsbridge Asset Management
California
$4.38M -$215K -3,490 -5%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$4.35M +$3.15M +51,020 +234%
Amundi
95
Amundi
France
$4.28M -$567K -9,190 -11%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$4.26M +$1.85K +30 +0%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$3.9M -$6.71M -108,850 -63%
DILIC
98
Dai-ichi Life Insurance Company
Japan
$3.89M
MAA
99
Mraz Amerine & Associates
California
$3.85M
JP
100
JNE Partners
United Kingdom
$3.82M

UHAL Hedge Fund Activity: Q1 2022 in Review

306 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2022, worth a combined $4.22B — down 17% from $5.1B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UHAL and 35 opened new positions — a net loss of 19 holders — while 116 trimmed existing stakes and 99 added.

The largest buyer was Yacktman Asset Management, adding an estimated $162M. The largest seller was Goldman Sachs, cutting an estimated $67.8M.

  • 306 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2022, down from 329 in Q4 2021.
  • Funds reported $4.22B of U-Haul Holding Co stock for Q1 2022, down 17% quarter-over-quarter.
  • 35 funds opened new U-Haul Holding Co positions in Q1 2022 and 54 closed out, a net change of -19 holders.
  • The largest U-Haul Holding Co buyer in Q1 2022 was Yacktman Asset Management, an estimated $162M added.
  • The largest U-Haul Holding Co seller in Q1 2022 was Goldman Sachs, an estimated $67.8M sold.

Based on aggregated 13F filings for Q1 2022.