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U-Haul Holding Co

214 hedge funds and large institutions have $1.78B invested in U-Haul Holding Co in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 234214 (-20)

15% less capital invested

Capital invested by funds: $2.09B → $1.78B (-$306M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

22% less call options, than puts

Call options by funds: $5.87M | Put options by funds: $7.54M

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
214
Holders Change
-20
Holders Change %
-8.55%
% of All Funds
5.71%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
19
Increased
64
Reduced
84
Closed
37
Calls
$5.87M
Puts
$7.54M
Net Calls
-$1.68M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$274K -$62.5K -1,750 -17%
Stifel Financial
152
Stifel Financial
Missouri
$265K -$1.76M -49,180 -86%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$265K
Simplex Trading
154
Simplex Trading
Illinois
$255K -$210K -5,880 -43%
PG
155
PEAK6 Group
Illinois
$253K +$279K +7,800 New
MOACM
156
Mutual of America Capital Management
New York
$247K
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$228K -$1.58M -44,270 -86%
Squarepoint
158
Squarepoint
New York
$227K -$326K -9,130 -57%
CIM
159
Calvert Investment Management
Maryland
$223K +$246K +6,880 New
GVT
160
Genesee Valley Trust
New York
$216K -$3.57K -100 -1%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$207K -$714 -20 -0.3%
Manulife (Manufacturers Life Insurance)
162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$197K
GH
163
GAM Holding
Switzerland
$176K
WBC
164
Westpac Banking Corp
Australia
$167K -$31.8K -890 -15%
New York State Teachers Retirement System (NYSTRS)
165
New York State Teachers Retirement System (NYSTRS)
New York
$162K +$179K +5,000 New
HHMI
166
Howard Hughes Medical Institute
Maryland
$160K +$177K +4,950 New
DVM
167
Dreman Value Management
Florida
$155K +$171K +4,780 New
LIA
168
LS Investment Advisors
Michigan
$132K -$42.9K -1,200 -23%
TRCT
169
Tower Research Capital (TRC)
New York
$124K -$358K -10,030 -72%
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$124K +$56.4K +1,580 +69%
Citigroup
171
Citigroup
New York
$119K -$169K -4,730 -56%
SAM
172
Shell Asset Management
Netherlands
$119K +$131K +3,670 New
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$111K -$5.36K -150 -4%
Fuller & Thaler Asset Management
174
Fuller & Thaler Asset Management
California
$109K +$107K +3,000 +833%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$106K -$1.43K -40 -1%

UHAL Hedge Fund Activity: Q3 2016 in Review

214 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2016, worth a combined $1.78B — down 15% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UHAL and 19 opened new positions — a net loss of 18 holders — while 84 trimmed existing stakes and 64 added.

The largest buyer was Greenlight Capital, adding an estimated $50.5M. The largest seller was James Investment Research, cutting an estimated $53.2M.

  • 214 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2016, down from 234 in Q2 2016.
  • Funds reported $1.78B of U-Haul Holding Co stock for Q3 2016, down 15% quarter-over-quarter.
  • 19 funds opened new U-Haul Holding Co positions in Q3 2016 and 37 closed out, a net change of -18 holders.
  • The largest U-Haul Holding Co buyer in Q3 2016 was Greenlight Capital, an estimated $50.5M added.
  • The largest U-Haul Holding Co seller in Q3 2016 was James Investment Research, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2016.