U-Haul Holding Co
UHAL
199 hedge funds and large institutions have $2.06B invested in U-Haul Holding Co in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 11 closing their positions.
309% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 11
19% more funds holding
Funds holding: 167 → 199 (+32)
19% more capital invested
Capital invested by funds: $1.73B → $2.06B (+$328M)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
1% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 68
28% less call options, than puts
Call options by funds: $10.3M | Put options by funds: $14.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$18.5M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$18.4M |
| 3 |
TM
Tiger Management
New York
|
+$9.02M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$5.96M |
| 5 |
RHBC
R.H. Bluestein & Co
Birmingham,
Michigan
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$48.3M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$21.4M |
| 3 |
KA
Kerrisdale Advisers
Miami,
Florida
|
-$10.1M |
| 4 |
BC
Bruce & Co
Chicago,
Illinois
|
-$8M |
| 5 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$6.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QI
201
QS Investors
New York
| – | -$3.31M | -101,350 | Closed |
|
|
SCM
202
Sandler Capital Management
New York
| – | -$2.35M | -72,000 | Closed |
|
|
GS
203
GAM Systematic
Cambridge,
United Kingdom
| – | -$1.76M | -53,840 | Closed |
|
|
CCMU
204
Cheyne Capital Management (UK)
London,
United Kingdom
| – | -$694K | -21,200 | Closed |
|
|
IRF
205
IBM Retirement Fund
Armonk,
New York
| – | -$554K | -16,950 | Closed |
|
206
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$392K | -12,000 | Closed |
|
207
Citadel Advisors
Miami,
Florida
| – | -$361K | -11,020 | Closed |
|
|
HI
208
HBK Investments
Dallas,
Texas
| – | -$229K | -7,000 | Closed |
|
|
PG
209
PEAK6 Group
Chicago,
Illinois
| – | -$46.5K | -1,280 | Closed |
|
|
TIM
210
Tortoise Investment Management
White Plains,
New York
| – | -$9K | -270 | Closed |
|
UHAL Hedge Fund Activity: Q3 2015 in Review
199 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2015, worth a combined $2.06B — up 19% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new UHAL positions and 11 closed out — a net gain of 34 holders — while 67 added to existing stakes and 68 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $18.5M. The largest seller was Advisory Research, cutting an estimated $48.3M.
- 199 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2015, up from 167 in Q2 2015.
- Funds reported $2.06B of U-Haul Holding Co stock for Q3 2015, up 19% quarter-over-quarter.
- 45 funds opened new U-Haul Holding Co positions in Q3 2015 and 11 closed out, a net change of +34 holders.
- The largest U-Haul Holding Co buyer in Q3 2015 was Lord, Abbett & Co, an estimated $18.5M added.
- The largest U-Haul Holding Co seller in Q3 2015 was Advisory Research, an estimated $48.3M sold.
Based on aggregated 13F filings for Q3 2015.