U-Haul Holding Co
UHAL
170 hedge funds and large institutions have $1.54B invested in U-Haul Holding Co in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 83 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
9% more capital invested
Capital invested by funds: $1.41B → $1.54B (+$133M)
4% more funds holding
Funds holding: 163 → 170 (+7)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
8% less call options, than puts
Call options by funds: $4.8M | Put options by funds: $5.23M
46% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$25.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.5M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$5.42M |
| 4 |
MP
Manikay Partners
New York
|
+$5.42M |
| 5 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGI
CI Global Investments
Oakland,
California
|
-$7.2M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$4.03M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.98M |
| 4 |
RHBC
R.H. Bluestein & Co
Birmingham,
Michigan
|
-$3.88M |
| 5 |
ICM
ISZO Capital Management
New York
|
-$3.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PRCM
176
Pine River Capital Management
Minnetonka,
Minnesota
| – | -$618K | -23,580 | Closed |
|
|
CCIA
177
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$527K | -20,110 | Closed |
|
178
Two Sigma Advisers
New York
| – | -$376K | -14,370 | Closed |
|
|
PP
179
PDT Partners
New York
| – | -$367K | -14,000 | Closed |
|
|
QT
180
Quantbot Technologies
New York
| – | -$51K | -1,950 | Closed |
|
|
WA
181
Waverly Advisors
Birmingham,
Alabama
| – | -$8K | -290 | Closed |
|
|
BRWA
182
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | +$271 | +10 | New |
|
UHAL Hedge Fund Activity: Q4 2014 in Review
170 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2014, worth a combined $1.54B — up 9.4% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new UHAL positions and 12 closed out — a net gain of 10 holders — while 45 added to existing stakes and 83 trimmed.
The largest buyer was Nicholas Company, adding an estimated $25.1M. The largest seller was CI Global Investments, exiting entirely with an estimated $7.2M sold.
- 170 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2014, up from 163 in Q3 2014.
- Funds reported $1.54B of U-Haul Holding Co stock for Q4 2014, up 9.4% quarter-over-quarter.
- 22 funds opened new U-Haul Holding Co positions in Q4 2014 and 12 closed out, a net change of +10 holders.
- The largest U-Haul Holding Co buyer in Q4 2014 was Nicholas Company, an estimated $25.1M added.
- The largest U-Haul Holding Co seller in Q4 2014 was CI Global Investments, an estimated $7.2M sold.
Based on aggregated 13F filings for Q4 2014.