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U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$779K +$12.4K +340 +2%
CS
127
Candriam SCA
Luxembourg
$775K +$346K +9,530 +84%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$773K +$346K +9,520 +84%
XK
129
Xact Kapitalforvaltning
Sweden
$706K -$249K -6,840 -26%
ACI
130
AMP Capital Investors
Australia
$680K -$31.6K -870 -5%
SLAM
131
Swiss Life Asset Management
$655K +$640K +17,620 New
GIBU
132
Gulf International Bank (UK)
United Kingdom
$649K
Nomura Asset Management
133
Nomura Asset Management
Japan
$609K +$32K +880 +6%
LCM
134
Leisure Capital Management
California
$605K -$2.18K -60 -0.4%
SO
135
STRS Ohio
Ohio
$594K +$62.5K +1,720 +12%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$590K +$142K +3,910 +33%
SOADOR
137
State of Alaska Department of Revenue
Alaska
$565K +$285K +7,840 +106%
GT
138
Greenleaf Trust
Michigan
$564K
MSV
139
MN Services Vermogensbeheer
Netherlands
$559K +$36.3K +1,000 +7%
MYAM
140
Meiji Yasuda Asset Management
Japan
$531K
ST
141
Somerset Trust
Pennsylvania
$519K -$1.45K -40 -0.3%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$512K -$32.7K -900 -6%
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$511K -$256K -7,040 -34%
JG
144
Jefferies Group
New York
$506K +$263K +7,230 +113%
AB
145
Amalgamated Bank
New York
$504K +$11.3K +310 +2%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$503K +$112K +3,070 +29%
URS
147
Utah Retirement Systems
Utah
$491K +$8.72K +240 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
148
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$490K -$254K -7,000 -35%
Creative Planning
149
Creative Planning
Kansas
$475K
CP
150
Camelot Portfolios
Ohio
$469K -$7.27K -200 -2%

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.