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U-Haul Holding Co

290 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less funds holding

Funds holding: 306290 (-16)

5.76% less ownership

Funds ownership: 363.43%357.67% (-5.8%)

21% less capital invested

Capital invested by funds: $4.22B → $3.34B (-$883M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

69% less call options, than puts

Call options by funds: $8.99M | Put options by funds: $28.7M

Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
116
Reduced
102
Closed
41
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$4.32M +$462K +8,940 +11%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$4.27M -$137K -2,640 -3%
Ensign Peak Advisors
78
Ensign Peak Advisors
Utah
$4.27M -$1.79M -34,650 -28%
Barclays
79
Barclays
United Kingdom
$4.2M +$1.99M +38,500 +78%
Citadel Advisors
80
Citadel Advisors
Florida
$4.2M -$3.01M -58,230 -40%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$4.16M -$113K -2,180 -2%
Citigroup
82
Citigroup
New York
$4.02M +$1.89M +36,640 +77%
Aviva
83
Aviva
United Kingdom
$3.9M -$392K -7,590 -9%
Ameriprise
84
Ameriprise
Minnesota
$3.6M -$4.47M -86,440 -53%
Canada Life
85
Canada Life
Manitoba, Canada
$3.48M -$144K -2,780 -4%
MAA
86
Mraz Amerine & Associates
California
$3.45M +$393K +7,610 +12%
SC
87
Skylands Capital
Wisconsin
$3.43M +$1.28M +24,800 +53%
Amundi
88
Amundi
France
$3.37M -$319K -6,170 -8%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$3.29M -$133K -2,580 -4%
Skandinaviska Enskilda Banken (SEB)
90
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.25M +$923K +17,860 +36%
JP
91
JNE Partners
United Kingdom
$3.06M
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$3.04M -$2.49M -48,080 -43%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$3.02M +$3.26M +63,140 New
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.88M -$1.35M -26,120 -30%
BA
95
Bridgewater Associates
Connecticut
$2.64M +$184K +3,550 +7%
ASGS
96
Alpha Square Group S
New York
$2.49M -$2.33M -45,000 -46%
ISL
97
Ingalls & Snyder LLC
New York
$2.49M +$25.3K +490 +1%
AllianceBernstein
98
AllianceBernstein
Tennessee
$2.34M +$12.9K +250 +0.5%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$2.32M +$142K +2,740 +6%
Asset Management One
100
Asset Management One
Japan
$2.16M -$142K -2,740 -6%

UHAL Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2022, worth a combined $3.34B — down 21% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UHAL and 30 opened new positions — a net loss of 11 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $23.3M. The largest seller was Prudential Financial, cutting an estimated $21.8M.

  • 290 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2022, down from 306 in Q1 2022.
  • Funds reported $3.34B of U-Haul Holding Co stock for Q2 2022, down 21% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q2 2022 and 41 closed out, a net change of -11 holders.
  • The largest U-Haul Holding Co buyer in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $23.3M added.
  • The largest U-Haul Holding Co seller in Q2 2022 was Prudential Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.