U-Haul Holding Co
UHAL
159 hedge funds and large institutions have $1.02B invested in U-Haul Holding Co in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 16 closing their positions.
94% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 16
15% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 53
12% more capital invested
Capital invested by funds: $907M → $1.02B (+$112M)
8% more funds holding
Funds holding: 147 → 159 (+12)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
16% less call options, than puts
Call options by funds: $10.4M | Put options by funds: $12.4M
Top Buyers
| 1 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$8.97M |
| 2 |
KA
Kerrisdale Advisers
Miami,
Florida
|
+$6.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.24M |
| 4 |
Axa
Paris,
France
|
+$5.44M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.4M |
Top Sellers
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$11.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.5M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$10.5M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$8.12M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.59M |
UHAL Hedge Fund Activity: Q3 2013 in Review
159 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2013, worth a combined $1.02B — up 12% from $907M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UHAL positions and 16 closed out — a net gain of 15 holders — while 61 added to existing stakes and 53 trimmed.
The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $8.97M. The largest seller was Numeric Investors, cutting an estimated $11.4M.
- 159 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2013, up from 147 in Q2 2013.
- Funds reported $1.02B of U-Haul Holding Co stock for Q3 2013, up 12% quarter-over-quarter.
- 31 funds opened new U-Haul Holding Co positions in Q3 2013 and 16 closed out, a net change of +15 holders.
- The largest U-Haul Holding Co buyer in Q3 2013 was Alberta Investment Management Corp (AIMCo), an estimated $8.97M added.
- The largest U-Haul Holding Co seller in Q3 2013 was Numeric Investors, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2013.