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U-Haul Holding Co
UHAL

241 hedge funds and large institutions have $2.77B invested in U-Haul Holding Co in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

11% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 71

10% more funds holding

Funds holding: 219 → 241 (+22)

4.72% more ownership

Funds ownership: 375.21% → 379.93% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $2.87B → $2.77B (-$101M)

Holders
241
Holders Change
+22
Holders Change %
+10.05%
% of All Funds
4.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
44
Increased
79
Reduced
71
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tran Capital Management
California
+$20.8M
2
BlackRock
BlackRock
New York
+$14.6M
3
LHC
Lodge Hill Capital
New York
+$11.3M
4
RP
Reinhart Partners
Wisconsin
+$6.79M
5
SI
Scout Investments
Missouri
+$6.66M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$65.5M
2
ICM
Indaba Capital Management
California
-$24.3M
3
ISL
Ingalls & Snyder LLC
New York
-$9.52M
4
Goldman Sachs
Goldman Sachs
New York
-$5.09M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
176
ETF Managers Group
New Jersey
$250K +$60.4K +1,590 +31%
BCA
177
Bay Colony Advisors
Massachusetts
$249K +$252K +6,640 New
AFP
178
Ausdal Financial Partners
Iowa
$247K – – –
CSS
179
Cubist Systematic Strategies
Connecticut
$242K +$245K +6,450 New
BC
180
Burney Company
Virginia
$237K – – –
IFWM
181
Institute for Wealth Management
Colorado
$233K +$235K +6,190 New
PP
182
Pegasus Partners
Wisconsin
$229K -$278K -7,320 -55%
Millennium Management
183
Millennium Management
New York
$228K -$264K -6,960 -53%
BAM
184
Blueshift Asset Management
New Jersey
$221K -$181K -4,780 -45%
CP
185
Camelot Portfolios
Ohio
$220K +$6.45K +170 +3%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$215K +$217K +5,720 New
DIM
187
DC Investments Management
Virginia
$209K +$211K +5,560 New
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$202K +$204K +5,370 New
WBC
189
Westpac Banking Corp
Australia
$194K – – –
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$192K -$28.1K -740 -13%
CIAS
191
CBIZ Investment Advisory Services
Ohio
$188K – – –
QT
192
Quantbot Technologies
New York
$176K +$178K +4,700 New
JIR
193
James Investment Research
Ohio
$169K – – –
SOADOR
194
State of Alaska Department of Revenue
Alaska
$162K -$151K -3,980 -48%
AG
195
Advisor Group
Arizona
$156K +$20.1K +530 +15%
LIA
196
LS Investment Advisors
Michigan
$140K – – –
TRCT
197
Tower Research Capital (TRC)
New York
$133K +$131K +3,450 +3,450%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$124K +$12.1K +320 +11%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$109K – – –
SAM
200
Shell Asset Management
Netherlands
$103K -$27.3K -720 -21%
6 7
8
9 10

UHAL Hedge Fund Activity: Q4 2019 in Review

241 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2019, worth a combined $2.77B — down 3.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UHAL positions and 16 closed out — a net gain of 28 holders — while 79 added to existing stakes and 71 trimmed.

The largest buyer was Tran Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2019, up from 219 in Q3 2019.
  • Funds reported $2.77B of U-Haul Holding Co stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 44 funds opened new U-Haul Holding Co positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest U-Haul Holding Co buyer in Q4 2019 was Tran Capital Management, an estimated $20.8M added.
  • The largest U-Haul Holding Co seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2019.