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U-Haul Holding Co

290 hedge funds and large institutions have $3.34B invested in U-Haul Holding Co in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% less funds holding

Funds holding: 306290 (-16)

5.76% less ownership

Funds ownership: 363.43%357.67% (-5.8%)

21% less capital invested

Capital invested by funds: $4.22B → $3.34B (-$883M)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

69% less call options, than puts

Call options by funds: $8.99M | Put options by funds: $28.7M

Holders
290
Holders Change
-16
Holders Change %
-5.23%
% of All Funds
4.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
30
Increased
116
Reduced
102
Closed
41
Calls
$8.99M
Puts
$28.7M
Net Calls
-$19.7M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
176
Gulf International Bank (UK)
United Kingdom
$562K
Principal Financial Group
177
Principal Financial Group
Iowa
$556K +$153K +2,960 +34%
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$542K -$196K -3,790 -25%
Osaic Holdings
179
Osaic Holdings
Arizona
$534K -$2.07K -40 -0.4%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$532K +$12.4K +240 +2%
WorldQuant Millennium Advisors
181
WorldQuant Millennium Advisors
New York
$527K +$569K +11,010 New
EMG
182
ETF Managers Group
New Jersey
$524K -$16K -310 -3%
EI
183
Ethic Inc
New York
$504K +$111K +2,140 +26%
WBC
184
Westpac Banking Corp
Australia
$486K -$7.24K -140 -1%
WC
185
Weil Company
California
$478K +$11.4K +220 +2%
RJFSA
186
Raymond James Financial Services Advisors
Florida
$475K -$54.8K -1,060 -10%
SMDAM
187
Sumitomo Mitsui DS Asset Management
Japan
$474K +$2.58K +50 +0.5%
VCP
188
Verus Capital Partners
Arizona
$472K -$50.2K -970 -9%
CANY
189
Caxton Associates (New York)
New York
$459K +$496K +9,600 New
TF
190
Trek Financial
Arizona
$446K +$73.4K +1,420 +18%
QT
191
Quantbot Technologies
New York
$421K +$376K +7,270 +469%
LWAM
192
Legacy Wealth Asset Management
Minnesota
$419K -$6.21K -120 -1%
CC
193
Centiva Capital
New York
$389K +$53.3K +1,030 +15%
Axa
194
Axa
France
$387K +$212K +4,100 +103%
TD Asset Management
195
TD Asset Management
Ontario, Canada
$376K -$23.8K -460 -6%
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$360K -$27.9K -540 -7%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$349K +$168K +3,250 +80%
UIM
198
USS Investment Management
United Kingdom
$347K -$77.6K -1,500 -17%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$344K -$146K -2,820 -28%
MSRPS
200
Maryland State Retirement & Pension System
Maryland
$340K

UHAL Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2022, worth a combined $3.34B — down 21% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UHAL and 30 opened new positions — a net loss of 11 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $23.3M. The largest seller was Prudential Financial, cutting an estimated $21.8M.

  • 290 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2022, down from 306 in Q1 2022.
  • Funds reported $3.34B of U-Haul Holding Co stock for Q2 2022, down 21% quarter-over-quarter.
  • 30 funds opened new U-Haul Holding Co positions in Q2 2022 and 41 closed out, a net change of -11 holders.
  • The largest U-Haul Holding Co buyer in Q2 2022 was Hotchkis & Wiley Capital Management, an estimated $23.3M added.
  • The largest U-Haul Holding Co seller in Q2 2022 was Prudential Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.