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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
MAA
101
Mraz Amerine & Associates
California
$1.44M +$259K +7,450 +23%
Ameriprise
102
Ameriprise
Minnesota
$1.42M +$59.4K +1,710 +4%
Canada Life
103
Canada Life
Manitoba, Canada
$1.41M +$508K +14,610 +58%
BCIM
104
British Columbia Investment Management
British Columbia, Canada
$1.34M -$210K -6,050 -14%
Nordea Investment Management
105
Nordea Investment Management
Sweden
$1.25M +$1.11M +31,870 +963%
FAF
106
Fjarde Ap-fonden
Sweden
$1.25M +$127K +3,640 +12%
PAMU
107
Pictet Asset Management (UK)
United Kingdom
$1.23M +$139K +4,000 +13%
SGAM
108
Steinberg Global Asset Management
Florida
$1.19M +$71.6K +2,060 +7%
LAIC
109
Lederer & Associates Investment Counsel
California
$1.17M -$209K -6,020 -15%
Arrowstreet Capital
110
Arrowstreet Capital
Massachusetts
$1.1M +$1.08M +31,000 New
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$1.05M +$180K +5,170 +21%
CIP
112
Capital Insight Partners
Arizona
$1.02M +$51.1K +1,470 +5%
RC
113
RBF Capital
California
$997K
AG
114
Aperio Group
California
$993K +$412K +11,860 +74%
CC
115
Caxton Corporation
New Jersey
$962K
XK
116
Xact Kapitalforvaltning
Sweden
$960K -$626K -18,000 -40%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$937K +$261K +7,520 +40%
M&T Bank
118
M&T Bank
New York
$931K +$166K +4,780 +22%
GIBU
119
Gulf International Bank (UK)
United Kingdom
$921K +$20.9K +600 +2%
RR
120
Robotti Robert
$890K +$626K +18,000 +257%
NIMI
121
Natixis Investment Managers International
France
$789K +$770K +22,140 New
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$781K +$425K +12,220 +126%
Caisse de Depot et Placement du Quebec (CDPQ)
123
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$775K -$209K -6,000 -22%
Stifel Financial
124
Stifel Financial
Missouri
$764K +$57K +1,640 +8%
BC
125
Brinker Capital
Pennsylvania
$758K -$146K -4,200 -16%

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.