U-Haul Holding Co
UHAL
165 hedge funds and large institutions have $1.22B invested in U-Haul Holding Co in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 22 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5% less funds holding
Funds holding: 173 → 165 (-8)
6% less capital invested
Capital invested by funds: $1.29B → $1.22B (-$73.9M)
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
27% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 75
54% less call options, than puts
Call options by funds: $6.66M | Put options by funds: $14.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$19.4M |
| 2 |
SCM
Sandler Capital Management
New York
|
+$6.5M |
| 3 |
RHBC
R.H. Bluestein & Co
Birmingham,
Michigan
|
+$3.76M |
| 4 |
State Street
Boston,
Massachusetts
|
+$3.41M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$16.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$15.7M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$8.97M |
| 4 |
Morgan Stanley
New York
|
-$8.07M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$5.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
176
Panagora Asset Management
Boston,
Massachusetts
| – | -$609K | -25,590 | Closed |
|
177
Nomura Asset Management
Tokyo,
Japan
| – | -$592K | -25,000 | Closed |
|
|
GC
178
Guggenheim Capital
Chicago,
Illinois
| – | -$487K | -20,490 | Closed |
|
|
PCM
179
Palisade Capital Management
Fort Lee,
New Jersey
| – | -$476K | -20,000 | Closed |
|
|
DTL
180
Dynamic Technology Lab
Singapore
| – | -$312K | -13,130 | Closed |
|
|
TC
181
TFS Capital
West Chester,
Pennsylvania
| – | -$262K | -11,020 | Closed |
|
|
BOH
182
Bank of Hawaii
Honolulu,
Hawaii
| – | -$203K | -8,550 | Closed |
|
|
WCM
183
Wedge Capital Management
Charlotte,
North Carolina
| – | -$202K | -8,500 | Closed |
|
|
IRS
184
Invictus RG (Singapore)
Singapore
| – | -$196K | -8,250 | Closed |
|
|
TAM
185
Tocqueville Asset Management
New York
| – | -$91K | -3,830 | Closed |
|
|
TRCT
186
Tower Research Capital (TRC)
New York
| – | -$62K | -2,590 | Closed |
|
|
BFEC
187
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -140 | Closed |
|
UHAL Hedge Fund Activity: Q1 2014 in Review
165 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2014, worth a combined $1.22B — down 5.7% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of UHAL and 17 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 55 added.
The largest buyer was Columbia Wanger Asset Management, adding an estimated $19.4M. The largest seller was Systematic Financial Management, cutting an estimated $16.8M.
- 165 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2014, down from 173 in Q4 2013.
- Funds reported $1.22B of U-Haul Holding Co stock for Q1 2014, down 5.7% quarter-over-quarter.
- 17 funds opened new U-Haul Holding Co positions in Q1 2014 and 22 closed out, a net change of -5 holders.
- The largest U-Haul Holding Co buyer in Q1 2014 was Columbia Wanger Asset Management, an estimated $19.4M added.
- The largest U-Haul Holding Co seller in Q1 2014 was Systematic Financial Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2014.