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U-Haul Holding Co
UHAL

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding

Funds holding: 238 → 238 (0)

0% less capital invested

Capital invested by funds: $2.62B → $2.62B (-$2.27M)

1.7% less ownership

Funds ownership: 376.75% → 375.05% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
24
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M
4
State Street
State Street
Massachusetts
+$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.39M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$68.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$19.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.91M
5
AA
Ancient Art
Texas
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
JC
176
JBF Capital
Colorado
$213K +$221K +6,000 New
QIM
177
Quantitative Investment Management
Virginia
$213K +$221K +6,000 New
PM
178
Parametrica Management
Hong Kong
$208K +$215K +5,820 New
Los Angeles Capital Management
179
Los Angeles Capital Management
California
$207K – – –
TD Asset Management
180
TD Asset Management
Ontario, Canada
$205K -$4.43K -120 -2%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$195K -$10.7K -290 -5%
WBC
182
Westpac Banking Corp
Australia
$184K – – –
QI
183
QS Investors
New York
$179K +$185K +5,000 +25,000%
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 -$369 -10 -0.3%
SAM
187
Shell Asset Management
Netherlands
$136K +$37.3K +1,010 +36%
EMG
188
ETF Managers Group
New Jersey
$116K +$12.5K +340 +12%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$113K +$44.7K +1,210 +62%
CPH
190
C Partners Holding
Switzerland
$112K -$121K -3,270 -51%
PAM
191
Panagora Asset Management
Massachusetts
$106K – – –
Daiwa Securities Group
192
Daiwa Securities Group
Japan
$103K – – –
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$65K +$2.21K +60 +3%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$63K +$65.3K +1,770 New
AG
195
Advisor Group
Arizona
$62K -$27.7K -750 -30%
WAM
196
Watermark Asset Management
California
$62K – – –
ICM
197
IMS Capital Management
Oregon
$61K +$63.5K +1,720 New
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$61K -$6.27K -170 -9%
AF
199
Advisornet Financial
Minnesota
$51K – – –
ASN
200
Advisory Services Network
Georgia
$51K – – –
6 7
8
9 10

UHAL Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
  • The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.

Based on aggregated 13F filings for Q3 2018.