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U-Haul Holding Co
UHAL

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

10% more funds holding

Funds holding: 219 → 241 (+22)

4.72% more ownership

Funds ownership: 375.21% → 379.93% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $2.87B → $2.77B (-$101M)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
4.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tran Capital Management
California
+$20.8M
2
BlackRock
BlackRock
New York
+$14.6M
3
LHC
Lodge Hill Capital
New York
+$11.3M
4
RP
Reinhart Partners
Wisconsin
+$6.79M
5
SI
Scout Investments
Missouri
+$6.66M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$65.5M
2
ICM
Indaba Capital Management
California
-$24.3M
3
ISL
Ingalls & Snyder LLC
New York
-$9.52M
4
Goldman Sachs
Goldman Sachs
New York
-$5.09M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
126
Rowland Carmichael Advisors
Arizona
$786K +$794K +20,920 New
BCIM
127
British Columbia Investment Management
British Columbia, Canada
$781K +$26.9K +710 +4%
Stifel Financial
128
Stifel Financial
Missouri
$777K +$71.4K +1,880 +10%
CF
129
Centaurus Financial
California
$763K +$771K +20,300 New
ACI
130
AMP Capital Investors
Australia
$753K – – –
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$739K -$109K -2,870 -13%
AB
132
Amalgamated Bank
New York
$736K +$78.6K +2,070 +12%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$729K -$66K -1,740 -8%
M&T Bank
134
M&T Bank
New York
$676K -$61.1K -1,610 -8%
GIBU
135
Gulf International Bank (UK)
United Kingdom
$656K – – –
ClearBridge Investments
136
ClearBridge Investments
New York
$650K +$645K +17,000 New
URS
137
Utah Retirement Systems
Utah
$639K – – –
Nomura Asset Management
138
Nomura Asset Management
Japan
$612K – – –
VOYA Investment Management
139
VOYA Investment Management
Georgia
$610K -$22.8K -600 -4%
DG
140
DigitalBridge Group
Florida
$601K +$607K +16,000 New
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$581K +$48.2K +1,270 +9%
GT
142
Greenleaf Trust
Michigan
$574K – – –
Holocene Advisors
143
Holocene Advisors
New York
$546K +$552K +14,530 New
MYAM
144
Meiji Yasuda Asset Management
Japan
$534K +$15.2K +400 +3%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$516K – – –
RJA
146
Raymond James & Associates
Florida
$483K +$95.3K +2,510 +24%
Man Group
147
Man Group
United Kingdom
$480K -$438K -11,540 -47%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$465K -$82.7K -2,180 -15%
Skandinaviska Enskilda Banken (SEB)
149
Skandinaviska Enskilda Banken (SEB)
Sweden
$463K +$298K +7,860 +176%
Mitsubishi UFJ Asset Management
150
Mitsubishi UFJ Asset Management
Japan
$451K – – –
4 5
6
7 8

UHAL Hedge Fund Activity: Q4 2019 in Review

241 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2019, worth a combined $2.77B — down 3.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UHAL positions and 16 closed out — a net gain of 28 holders — while 79 added to existing stakes and 71 trimmed.

The largest buyer was Tran Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2019, up from 219 in Q3 2019.
  • Funds reported $2.77B of U-Haul Holding Co stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 44 funds opened new U-Haul Holding Co positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest U-Haul Holding Co buyer in Q4 2019 was Tran Capital Management, an estimated $20.8M added.
  • The largest U-Haul Holding Co seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2019.