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U-Haul Holding Co
UHAL

250 hedge funds and large institutions have $2.17B invested in U-Haul Holding Co in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

6.98% more ownership

Funds ownership: 294.75% → 301.74% (+7%)

6% more funds holding

Funds holding: 236 → 250 (+14)

0% more capital invested

Capital invested by funds: $2.16B → $2.17B (+$5.49M)

2% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 84

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
250
Holders Change
+14
Holders Change %
+5.93%
% of All Funds
6.23%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
37
Increased
82
Reduced
84
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Abrams Capital Management
Massachusetts
+$45.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$32.1M
3
First Manhattan
First Manhattan
New York
+$31.9M
4
CCP
Clough Capital Partners
Massachusetts
+$26.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$29.3M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$27.7M
3
TCIM
TIAA CREF Investment Management
New York
-$19.1M
4
FCH
Freestone Capital Holdings
Washington
-$17.9M
5
First Trust Advisors
First Trust Advisors
Illinois
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GH
176
GAM Holding
Switzerland
$236K – – –
JCM
177
Janney Capital Management
Pennsylvania
$234K +$18.5K +510 +9%
FIM
178
Foresters Investment Management
New York
$233K +$231K +6,370 New
RJA
179
Raymond James & Associates
Florida
$228K +$226K +6,220 New
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$227K -$6.17K -170 -3%
CIBC Asset Management
181
CIBC Asset Management
Ontario, Canada
$224K – – –
AIM
182
Achmea Investment Management
Netherlands
$221K – – –
ERIM
183
Eagle Ridge Investment Management
Connecticut
$220K -$80.2K -2,210 -27%
SM
184
Sciencast Management
New Jersey
$216K +$214K +5,900 New
GVT
185
Genesee Valley Trust
New York
$215K -$10.5K -290 -5%
TD Asset Management
186
TD Asset Management
Ontario, Canada
$214K +$212K +5,840 New
Los Angeles Capital Management
187
Los Angeles Capital Management
California
$212K -$97.9K -2,700 -32%
MCIM
188
Meadow Creek Investment Management
Georgia
$212K +$123K +3,400 +143%
PP
189
Paloma Partners
Connecticut
$210K -$827K -22,800 -80%
LPL Financial
190
LPL Financial
California
$206K +$204K +5,620 New
FCH
191
Freestone Capital Holdings
Washington
$202K -$17.9M -492,680 -99%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$202K -$4.71K -130 -2%
SMDAM
193
Sumitomo Mitsui DS Asset Management
Japan
$202K – – –
William Blair & Company
194
William Blair & Company
Illinois
$201K +$199K +5,500 New
WBC
195
Westpac Banking Corp
Australia
$189K – – –
New York State Teachers Retirement System (NYSTRS)
196
New York State Teachers Retirement System (NYSTRS)
New York
$183K +$181K +5,000 New
DVM
197
Dreman Value Management
Florida
$175K +$173K +4,780 New
EP
198
Elkfork Partners
Oregon
$174K +$102K +2,800 +143%
LIA
199
LS Investment Advisors
Michigan
$161K – – –
Macquarie Group
200
Macquarie Group
Australia
$147K – – –
6 7
8
9 10

UHAL Hedge Fund Activity: Q2 2017 in Review

250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2017, worth a combined $2.17B — up 0.25% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UHAL positions and 21 closed out — a net gain of 16 holders — while 82 added to existing stakes and 84 trimmed.

The largest buyer was Abrams Capital Management, adding an estimated $45.3M. The largest seller was Dimensional Fund Advisors, cutting an estimated $29.3M.

  • 250 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2017, up from 236 in Q1 2017.
  • Funds reported $2.17B of U-Haul Holding Co stock for Q2 2017, up 0.25% quarter-over-quarter.
  • 37 funds opened new U-Haul Holding Co positions in Q2 2017 and 21 closed out, a net change of +16 holders.
  • The largest U-Haul Holding Co buyer in Q2 2017 was Abrams Capital Management, an estimated $45.3M added.
  • The largest U-Haul Holding Co seller in Q2 2017 was Dimensional Fund Advisors, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2017.