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U-Haul Holding Co
UHAL

236 hedge funds and large institutions have $2.16B invested in U-Haul Holding Co in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

11% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 70

9.25% more ownership

Funds ownership: 285.5% → 294.75% (+9.2%)

5% more funds holding

Funds holding: 225 → 236 (+11)

4% more capital invested

Capital invested by funds: $2.07B → $2.16B (+$91.5M)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
236
Holders Change
+11
Holders Change %
+4.89%
% of All Funds
5.88%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
37
Increased
78
Reduced
70
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$109M
2
Principal Financial Group
Principal Financial Group
Iowa
+$66.2M
3
ACM
Abrams Capital Management
Massachusetts
+$62.7M
4
First Manhattan
First Manhattan
New York
+$61.4M
5
VFPI
Vantage Financial Partners (Illinois)
Illinois
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
MP
Manikay Partners
New York
-$46.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$32.2M
3
NC
Nicholas Company
Wisconsin
-$25.8M
4
AA
Ancient Art
Texas
-$20.9M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$330K +$13.2K +350 +4%
Los Angeles Capital Management
152
Los Angeles Capital Management
California
$324K – – –
MOACM
153
Mutual of America Capital Management
New York
$323K +$53K +1,410 +20%
ERIM
154
Eagle Ridge Investment Management
Connecticut
$314K – – –
RHBC
155
R.H. Bluestein & Co
Michigan
$309K -$98.8K -2,630 -25%
Nomura Asset Management
156
Nomura Asset Management
Japan
$306K -$752K -20,000 -71%
IHL
157
Investment House LLC
California
$303K +$18.8K +500 +7%
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$271K -$162K -4,300 -38%
KBC Group
159
KBC Group
Belgium
$268K +$158K +4,200 +149%
Squarepoint
160
Squarepoint
New York
$267K +$263K +7,000 New
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$265K +$109K +2,910 +75%
GH
162
GAM Holding
Switzerland
$246K +$38.3K +1,020 +19%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$243K – – –
WPW
164
Waldron Private Wealth
Pennsylvania
$236K +$233K +6,200 New
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$233K – – –
AIM
166
Achmea Investment Management
Netherlands
$231K +$227K +6,050 New
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228K +$225K +5,980 New
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$227K – – –
JCM
169
Janney Capital Management
Pennsylvania
$224K +$221K +5,890 New
RCAG
170
Rehmann Capital Advisory Group
Michigan
$215K +$212K +5,640 New
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$211K -$14.3K -380 -6%
SMDAM
172
Sumitomo Mitsui DS Asset Management
Japan
$211K – – –
Comerica Bank
173
Comerica Bank
Texas
$201K +$204K +5,440 New
FTIOP
174
Fiduciary Trust International of Pennsylvania
Pennsylvania
$200K +$197K +5,240 New
WBC
175
Westpac Banking Corp
Australia
$197K – – –
5 6
7
8 9

UHAL Hedge Fund Activity: Q1 2017 in Review

236 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2017, worth a combined $2.16B — up 4.4% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UHAL positions and 19 closed out — a net gain of 18 holders — while 78 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $109M. The largest seller was Manikay Partners, exiting entirely with an estimated $46.2M sold.

  • 236 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2017, up from 225 in Q4 2016.
  • Funds reported $2.16B of U-Haul Holding Co stock for Q1 2017, up 4.4% quarter-over-quarter.
  • 37 funds opened new U-Haul Holding Co positions in Q1 2017 and 19 closed out, a net change of +18 holders.
  • The largest U-Haul Holding Co buyer in Q1 2017 was BlackRock, an estimated $109M added.
  • The largest U-Haul Holding Co seller in Q1 2017 was Manikay Partners, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2017.