U-Haul Holding Co
UHAL
232 hedge funds and large institutions have $2.81B invested in U-Haul Holding Co in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 31 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 76
1% more capital invested
Capital invested by funds: $2.78B → $2.81B (+$28.1M)
3.04% less ownership
Funds ownership: 381.32% → 378.28% (-3%)
4% less funds holding
Funds holding: 241 → 232 (-9)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$22.4M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$13.8M |
| 3 |
CCM
Cloverdale Capital Management
Dallas,
Texas
|
+$10.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$6.35M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$14.1M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$13M |
| 3 |
Morgan Stanley
New York
|
-$9.58M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$9.23M |
| 5 |
BC
Bruce & Co
Chicago,
Illinois
|
-$7.74M |
UHAL Hedge Fund Activity: Q2 2019 in Review
232 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2019, worth a combined $2.81B — up 1% from $2.78B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of UHAL and 26 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 78 added.
The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $14.1M.
- 232 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2019, down from 241 in Q1 2019.
- Funds reported $2.81B of U-Haul Holding Co stock for Q2 2019, up 1% quarter-over-quarter.
- 26 funds opened new U-Haul Holding Co positions in Q2 2019 and 31 closed out, a net change of -5 holders.
- The largest U-Haul Holding Co buyer in Q2 2019 was BlackRock, an estimated $22.4M added.
- The largest U-Haul Holding Co seller in Q2 2019 was Hotchkis & Wiley Capital Management, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2019.