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U-Haul Holding Co

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 56

6% more capital invested

Capital invested by funds: $2.48B → $2.62B (+$143M)

1.85% more ownership

Funds ownership: 374.9%376.75% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

6% less funds holding

Funds holding: 252238 (-14)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

Holders
238
Holders Change
-14
Holders Change %
-5.56%
% of All Funds
5.45%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
20
Increased
114
Reduced
56
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
201
Regions Financial Corp
Alabama
$46K +$5.21K +150 +13%
AIG
202
American International Group
New York
$46K +$8.69K +250 +24%
PCP
203
Proficio Capital Partners
Massachusetts
$40K
NIT
204
NumerixS Investment Technologies
British Columbia, Canada
$36K -$69.5K -2,000 -67%
CG
205
Cutler Group
California
$29K +$4.17K +120 +17%
FHA
206
First Horizon Advisors
Tennessee
$28K
EA
207
Edge Advisors
Georgia
$28K +$14.6K +420 +111%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$27K
IUHSA
209
Itau Unibanco Holding S.A.
Brazil
$25K -$83.1K -2,390 -77%
DAM
210
Delta Asset Management
Tennessee
$21K
Fuller & Thaler Asset Management
211
Fuller & Thaler Asset Management
California
$13K
CWA
212
Clarus Wealth Advisors
Arizona
$13K +$12.9K +370 New
SFG
213
SevenBridge Financial Group
Pennsylvania
$12K
PCG
214
Private Capital Group
Connecticut
$11K
CFD
215
Creative Financial Designs
Indiana
$10K
MI
216
Markston International
New York
$9K
FHA
217
Flagship Harbor Advisors
Massachusetts
$9K +$9.38K +270 New
CIA
218
Cascade Investment Advisors
Oregon
$8.9K -$20.9K -600 -71%
EIP
219
Epoch Investment Partners
New York
$7.42K -$1.28M -36,740 -15%
TCM
220
Tradewinds Capital Management
Washington
$7K
S
221
SignatureFD
Georgia
$6K +$2.78K +80 +100%
FPFS
222
First Personal Financial Services
North Carolina
$5K
IA
223
IFP Advisors
Florida
$5K +$1.04K +30 +30%
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$4.63K
DBT
225
Dubuque Bank & Trust
Iowa
$4K

UHAL Hedge Fund Activity: Q2 2018 in Review

238 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2018, worth a combined $2.62B — up 5.8% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UHAL and 20 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 114 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $57.8M. The largest seller was Schwartz Investment Counsel, cutting an estimated $64.3M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2018, down from 252 in Q1 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 20 funds opened new U-Haul Holding Co positions in Q2 2018 and 32 closed out, a net change of -12 holders.
  • The largest U-Haul Holding Co buyer in Q2 2018 was Hotchkis & Wiley Capital Management, an estimated $57.8M added.
  • The largest U-Haul Holding Co seller in Q2 2018 was Schwartz Investment Counsel, an estimated $64.3M sold.

Based on aggregated 13F filings for Q2 2018.