U-Haul Holding Co
UHAL
166 hedge funds and large institutions have $1.59B invested in U-Haul Holding Co in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 74 reducing their positions, and 22 closing their positions.
31% more capital invested
Capital invested by funds: $1.22B → $1.59B (+$373M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $12.9M
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
1% more funds holding
Funds holding: 165 → 166 (+1)
31% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$44.3M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$24.8M |
| 3 |
RHBC
R.H. Bluestein & Co
Birmingham,
Michigan
|
+$19.3M |
| 4 |
MP
Manikay Partners
New York
|
+$15.7M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$9.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$37.3M |
| 2 |
KA
Kerrisdale Advisers
Miami,
Florida
|
-$9.76M |
| 3 |
Axa
Paris,
France
|
-$8.52M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.72M |
| 5 |
OCM
Oskie Capital Management
New York
|
-$5.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
176
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$554K | -23,910 | Closed |
|
|
BMCMI
177
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$525K | -22,600 | Closed |
|
178
Principal Financial Group
Des Moines,
Iowa
| – | -$418K | -18,000 | Closed |
|
|
AG
179
Algert Global
San Francisco,
California
| – | -$378K | -16,300 | Closed |
|
|
MOACM
180
Mutual of America Capital Management
New York
| – | -$362K | -15,600 | Closed |
|
|
OC
181
Oppenheimer & Co
New York
| – | -$274K | -11,810 | Closed |
|
|
SCA
182
SAC Capital Advisors
Stamford,
Connecticut
| – | -$255K | -11,000 | Closed |
|
|
AL
183
Airain Ltd
St. Peter Port,
Guernsey
| – | -$250K | -10,780 | Closed |
|
|
ST
184
Spot Trading
Chicago,
Illinois
| – | -$163K | -6,160 | Closed |
|
|
BJ
185
BlackRock Japan
Tokyo,
Japan
| – | -$96K | -4,140 | Closed |
|
|
FMT
186
First Mercantile Trust
Cordova,
Tennessee
| – | -$41K | -1,750 | Closed |
|
|
JG
187
Jefferies Group
New York
| – | -$19K | -850 | Closed |
|
188
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -50 | Closed |
|
UHAL Hedge Fund Activity: Q2 2014 in Review
166 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2014, worth a combined $1.59B — up 31% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new UHAL positions and 22 closed out — a net gain of 1 holder — while 51 added to existing stakes and 74 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $44.3M. The largest seller was Keeley Asset Management, cutting an estimated $37.3M.
- 166 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2014, up from 165 in Q1 2014.
- Funds reported $1.59B of U-Haul Holding Co stock for Q2 2014, up 31% quarter-over-quarter.
- 23 funds opened new U-Haul Holding Co positions in Q2 2014 and 22 closed out, a net change of +1 holder.
- The largest U-Haul Holding Co buyer in Q2 2014 was Wellington Management Group, an estimated $44.3M added.
- The largest U-Haul Holding Co seller in Q2 2014 was Keeley Asset Management, an estimated $37.3M sold.
Based on aggregated 13F filings for Q2 2014.