U-Haul Holding Co
UHAL
167 hedge funds and large institutions have $1.73B invested in U-Haul Holding Co in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 22 closing their positions.
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
1% more funds holding
Funds holding: 166 → 167 (+1)
2% less capital invested
Capital invested by funds: $1.77B → $1.73B (-$32.6M)
19% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 70
39% less call options, than puts
Call options by funds: $882K | Put options by funds: $1.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$25.1M |
| 2 |
AA
Ancient Art
Austin,
Texas
|
+$21.6M |
| 3 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$8.12M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.59M |
| 5 |
HCMT
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$11.4M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$10.7M |
| 3 |
Morgan Stanley
New York
|
-$6.54M |
| 4 |
SCM
Sandler Capital Management
New York
|
-$6.04M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$5.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Principal Financial Group
Des Moines,
Iowa
| – | -$721K | -21,800 | Closed |
|
177
Verition Fund Management
Greenwich,
Connecticut
| – | -$687K | -20,790 | Closed |
|
|
PP
178
PDT Partners
New York
| – | -$684K | -20,710 | Closed |
|
179
SG Americas Securities
New York
| – | -$568K | -17,200 | Closed |
|
|
B
180
Barings
Charlotte,
North Carolina
| – | -$426K | -12,900 | Closed |
|
|
CSS
181
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$350K | -10,590 | Closed |
|
|
SGA
182
Strategic Global Advisors
Newport Beach,
California
| – | -$324K | -9,810 | Closed |
|
183
Fidelity Investments
Boston,
Massachusetts
| – | -$253K | -7,650 | Closed |
|
184
Truist Financial
Charlotte,
North Carolina
| – | -$234K | -7,080 | Closed |
|
|
VKH
185
Virtu KCG Holdings
New York
| – | -$215K | -6,520 | Closed |
|
|
PCM
186
Prelude Capital Management
New York
| – | -$109K | -3,300 | Closed |
|
|
PHK
187
Point72 Hong Kong
Hong Kong
| – | -$21K | -650 | Closed |
|
|
TI
188
Turner Investments
Berwyn,
Pennsylvania
| – | -$3K | -100 | Closed |
|
189
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -60 | Closed |
|
UHAL Hedge Fund Activity: Q2 2015 in Review
167 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2015, worth a combined $1.73B — down 1.8% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UHAL positions and 22 closed out — a net gain of 3 holders — while 57 added to existing stakes and 70 trimmed.
The largest buyer was Nicholas Company, adding an estimated $25.1M. The largest seller was James Investment Research, cutting an estimated $11.4M.
- 167 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2015, up from 166 in Q1 2015.
- Funds reported $1.73B of U-Haul Holding Co stock for Q2 2015, down 1.8% quarter-over-quarter.
- 25 funds opened new U-Haul Holding Co positions in Q2 2015 and 22 closed out, a net change of +3 holders.
- The largest U-Haul Holding Co buyer in Q2 2015 was Nicholas Company, an estimated $25.1M added.
- The largest U-Haul Holding Co seller in Q2 2015 was James Investment Research, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2015.