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U-Haul Holding Co
UHAL

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53% → 381.32% (+4.8%)

5% more funds holding

Funds holding: 230 → 241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$9.82M
2
State Street
State Street
Massachusetts
+$8.91M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$7.67M
4
Swiss National Bank
Swiss National Bank
Switzerland
+$7.47M
5
SG Americas Securities
SG Americas Securities
New York
+$6.21M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.47M
2
ACM
Abrams Capital Management
Massachusetts
-$5.37M
3
LCM
Landscape Capital Management
New Jersey
-$4.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.61M
5
DA
Denali Advisors
California
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
176
Ausdal Financial Partners
Iowa
$247K -$43.6K -1,200 -15%
Voloridge Investment Management
177
Voloridge Investment Management
Florida
$245K +$240K +6,600 New
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$234K -$89K -2,450 -30%
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$233K – – –
SMDAM
180
Sumitomo Mitsui DS Asset Management
Japan
$226K +$222K +6,100 New
B
181
Barings
North Carolina
$215K +$211K +5,800 New
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$215K +$211K +5,800 New
AIL
183
AGF Investments LLC
Ontario, Canada
$214K +$209K +5,760 New
S
184
Surevest
California
$211K -$145K -3,980 -41%
TD Asset Management
185
TD Asset Management
Ontario, Canada
$208K +$204K +5,610 New
WBC
186
Westpac Banking Corp
Australia
$192K – – –
RCAG
187
Rehmann Capital Advisory Group
Michigan
$188K -$1.45K -40 -0.8%
AG
188
Advisor Group
Arizona
$174K +$6.18K +170 +4%
JIR
189
James Investment Research
Ohio
$167K – – –
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$166K -$24.3K -670 -13%
EMG
191
ETF Managers Group
New Jersey
$154K +$13.8K +380 +10%
LIA
192
LS Investment Advisors
Michigan
$139K – – –
Robeco Institutional Asset Management
193
Robeco Institutional Asset Management
Netherlands
$124K +$121K +3,340 New
QI
194
QS Investors
New York
$112K -$73.4K -2,020 -40%
Macquarie Group
195
Macquarie Group
Australia
$111K – – –
PAM
196
Panagora Asset Management
Massachusetts
$111K – – –
Daiwa Securities Group
197
Daiwa Securities Group
Japan
$108K – – –
Citigroup
198
Citigroup
New York
$81K +$78.8K +2,170 +21,700%
QT
199
Quantamental Technologies
New York
$74K +$37.1K +1,020 +104%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$65K – – –
6 7
8
9 10

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.