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U-Haul Holding Co

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 56

6% more capital invested

Capital invested by funds: $2.48B → $2.62B (+$143M)

1.85% more ownership

Funds ownership: 374.9%376.75% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

6% less funds holding

Funds holding: 252238 (-14)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

Holders
238
Holders Change
-14
Holders Change %
-5.56%
% of All Funds
5.45%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
20
Increased
114
Reduced
56
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
176
TD Asset Management
Ontario, Canada
$209K -$2.78K -80 -1%
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$207K
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$206K +$15.3K +440 +9%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$205K -$2.78K -80 -1%
SOADOR
180
State of Alaska Department of Revenue
Alaska
$195K +$52.1K +1,500 +38%
SG Americas Securities
181
SG Americas Securities
New York
$188K +$183K +5,270 New
WBC
182
Westpac Banking Corp
Australia
$184K
Citigroup
183
Citigroup
New York
$169K -$441K -12,690 -73%
LIA
184
LS Investment Advisors
Michigan
$157K
Macquarie Group
185
Macquarie Group
Australia
$143K
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$141K +$24K +690 +21%
LS
187
Livforsakringsbolaget Skandia
Sweden
$107K
OMCS
188
Old Mutual Customised Solutions
South Africa
$107K
PAM
189
Panagora Asset Management
Massachusetts
$106K
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$103K +$17.4K +500 +21%
SAM
191
Shell Asset Management
Netherlands
$100K +$27.1K +780 +38%
AG
192
Advisor Group
Arizona
$89K +$34.8K +1,000 +67%
SEI Investments
193
SEI Investments
Pennsylvania
$75K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$69K +$1.74K +50 +3%
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$67K +$14.6K +420 +29%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$62K
WAM
197
Watermark Asset Management
California
$62K
ASN
198
Advisory Services Network
Georgia
$54K -$7.3K -210 -13%
CPA
199
Clear Perspective Advisors
Illinois
$53K
AF
200
Advisornet Financial
Minnesota
$51K

UHAL Hedge Fund Activity: Q2 2018 in Review

238 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2018, worth a combined $2.62B — up 5.8% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UHAL and 20 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 114 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $57.8M. The largest seller was Schwartz Investment Counsel, cutting an estimated $64.3M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2018, down from 252 in Q1 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 20 funds opened new U-Haul Holding Co positions in Q2 2018 and 32 closed out, a net change of -12 holders.
  • The largest U-Haul Holding Co buyer in Q2 2018 was Hotchkis & Wiley Capital Management, an estimated $57.8M added.
  • The largest U-Haul Holding Co seller in Q2 2018 was Schwartz Investment Counsel, an estimated $64.3M sold.

Based on aggregated 13F filings for Q2 2018.