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U-Haul Holding Co

290 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less funds holding

Funds holding: 306290 (-16)

5.76% less ownership

Funds ownership: 363.43%357.67% (-5.8%)

21% less capital invested

Capital invested by funds: $4.22B → $3.34B (-$883M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

69% less call options, than puts

Call options by funds: $8.99M | Put options by funds: $28.7M

Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
116
Reduced
102
Closed
41
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
151
Nomura Asset Management
Japan
$932K
Aberdeen Group
152
Aberdeen Group
United Kingdom
$865K +$88.4K +1,710 +10%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$844K -$35.7K -690 -4%
RC
154
Roundview Capital
New Jersey
$833K +$6.72K +130 +0.8%
URS
155
Utah Retirement Systems
Utah
$772K
BF
156
BOK Financial
Oklahoma
$729K +$70.8K +1,370 +10%
SG Americas Securities
157
SG Americas Securities
New York
$705K +$762K +14,740 New
ZCA
158
Zeke Capital Advisors
Pennsylvania
$701K +$382K +7,380 +101%
LOAMU
159
Lombard Odier Asset Management (USA)
New York
$694K +$750K +14,510 New
MYAM
160
Meiji Yasuda Asset Management
Japan
$675K -$6.72K -130 -0.9%
IMRF
161
Illinois Municipal Retirement Fund
Illinois
$672K
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$670K
M&T Bank
163
M&T Bank
New York
$652K -$35.7K -690 -5%
IFWM
164
Institute for Wealth Management
Colorado
$646K +$39.3K +760 +6%
CIBC World Market
165
CIBC World Market
Ontario, Canada
$637K +$493K +9,540 +252%
VPIM
166
Vanguard Personalized Indexing Management
California
$635K +$449K +8,690 +189%
NAM
167
Nissay Asset Management
Japan
$626K +$3.62K +70 +0.5%
EGM
168
Engineers Gate Manager
New York
$623K +$673K +13,020 New
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$607K -$5.42M -104,890 -89%
HIS
170
Horizon Investment Services
Indiana
$602K -$4.14K -80 -0.6%
1832 Asset Management
171
1832 Asset Management
Ontario, Canada
$593K -$11.4K -220 -2%
II
172
IFM Investors
Australia
$593K
CWM
173
Chemistry Wealth Management
New York
$591K +$125K +2,410 +24%
NLP
174
Next Level Private
New York
$591K +$639K +12,350 New
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$582K

UHAL Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2022, worth a combined $3.34B — down 21% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UHAL and 30 opened new positions — a net loss of 11 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $23.3M. The largest seller was Prudential Financial, cutting an estimated $21.8M.

  • 290 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2022, down from 306 in Q1 2022.
  • Funds reported $3.34B of U-Haul Holding Co stock for Q2 2022, down 21% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q2 2022 and 41 closed out, a net change of -11 holders.
  • The largest U-Haul Holding Co buyer in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $23.3M added.
  • The largest U-Haul Holding Co seller in Q2 2022 was Prudential Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.