U-Haul Holding Co
UHAL
163 hedge funds and large institutions have $1.41B invested in U-Haul Holding Co in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 19 closing their positions.
40% more call options, than puts
Call options by funds: $8.64M | Put options by funds: $6.16M
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
6% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 63
2% less funds holding
Funds holding: 166 → 163 (-3)
12% less capital invested
Capital invested by funds: $1.59B → $1.41B (-$183M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$28.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$7.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.67M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$6.01M |
| 5 |
FCG
FrontFour Capital Group
Greenwich,
Connecticut
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$25.9M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$17.7M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
-$8.29M |
| 4 |
TA
Teachers Advisors
New York
|
-$8.05M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$7.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Nomura Asset Management
Tokyo,
Japan
| – | -$746K | -25,640 | Closed |
|
|
GAM
177
Gotham Asset Management
New York
| – | -$304K | -10,460 | Closed |
|
|
HCA
178
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$298K | -10,250 | Closed |
|
|
MNBTD
179
Moody National Bank Trust Division
Galveston,
Texas
| – | -$264K | -9,080 | Closed |
|
180
SG Americas Securities
New York
| – | -$124K | -4,280 | Closed |
|
|
PIA
181
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$3.2K | -110 | Closed |
|
|
BRWA
182
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$359 | -10 | Closed |
|
UHAL Hedge Fund Activity: Q3 2014 in Review
163 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2014, worth a combined $1.41B — down 12% from $1.59B a quarter earlier.
Fund positioning in UHAL was balanced in Q3 2014: 19 funds opened new positions, 19 closed out, 59 added to existing stakes and 63 trimmed.
The largest buyer was Nicholas Company, adding an estimated $28.3M. The largest seller was Norges Bank, cutting an estimated $25.9M.
- 163 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2014, down from 166 in Q2 2014.
- Funds reported $1.41B of U-Haul Holding Co stock for Q3 2014, down 12% quarter-over-quarter.
- 19 funds opened new U-Haul Holding Co positions in Q3 2014 and 19 closed out, a net change of 0 holders.
- The largest U-Haul Holding Co buyer in Q3 2014 was Nicholas Company, an estimated $28.3M added.
- The largest U-Haul Holding Co seller in Q3 2014 was Norges Bank, an estimated $25.9M sold.
Based on aggregated 13F filings for Q3 2014.