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U-Haul Holding Co
UHAL

238 hedge funds and large institutions have $2.62B invested in U-Haul Holding Co in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding

Funds holding: 238 → 238 (0)

0% less capital invested

Capital invested by funds: $2.62B → $2.62B (-$2.27M)

1.7% less ownership

Funds ownership: 376.75% → 375.05% (-1.7%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
5.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
24
Increased
83
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M
4
State Street
State Street
Massachusetts
+$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.39M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$68.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$19.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$5.1M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.91M
5
AA
Ancient Art
Texas
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
201
American International Group
New York
$45K -$1.11K -30 -2%
RFC
202
Regions Financial Corp
Alabama
$40K -$6.27K -170 -13%
PCP
203
Proficio Capital Partners
Massachusetts
$40K – – –
Citigroup
204
Citigroup
New York
$39K -$135K -3,670 -77%
LS
205
Livforsakringsbolaget Skandia
Sweden
$36K -$73.8K -2,000 -67%
FHA
206
First Horizon Advisors
Tennessee
$27K -$369 -10 -1%
CG
207
Cutler Group
California
$23K -$6.64K -180 -21%
CFGS
208
Concourse Financial Group Securities
Alabama
$23K +$24K +650 New
DAM
209
Delta Asset Management
Tennessee
$21K – – –
Fuller & Thaler Asset Management
210
Fuller & Thaler Asset Management
California
$13K – – –
SFG
211
SevenBridge Financial Group
Pennsylvania
$13K – – –
CGT
212
Capital Guardian Trust
California
$12K +$12.2K +330 New
CBT
213
Capital Bank & Trust
California
$12K +$12.5K +340 New
PCG
214
Private Capital Group
Connecticut
$11K – – –
SWM
215
SeaCrest Wealth Management
New York
$11K +$11.1K +300 New
CFD
216
Creative Financial Designs
Indiana
$10K – – –
FHA
217
Flagship Harbor Advisors
Massachusetts
$10K +$369 +10 +4%
TRCT
218
Tower Research Capital (TRC)
New York
$10K +$9.96K +270 New
CAL
219
Capital Analysts LLC
Pennsylvania
$9K -$293K -7,930 -97%
MI
220
Markston International
New York
$9K – – –
CIA
221
Cascade Investment Advisors
Oregon
$8.92K – – –
TCM
222
Tradewinds Capital Management
Washington
$7K – – –
S
223
SignatureFD
Georgia
$7K +$1.11K +30 +19%
FPFS
224
First Personal Financial Services
North Carolina
$7K +$2.21K +60 +46%
IA
225
IFP Advisors
Florida
$5K – – –
7 8
9
10 11

UHAL Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2018, worth a combined $2.62B — down 0.09% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UHAL positions and 22 closed out — a net gain of 2 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $26.8M. The largest seller was First Manhattan, cutting an estimated $68.7M.

  • 238 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.62B of U-Haul Holding Co stock for Q3 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new U-Haul Holding Co positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest U-Haul Holding Co buyer in Q3 2018 was Principal Financial Group, an estimated $26.8M added.
  • The largest U-Haul Holding Co seller in Q3 2018 was First Manhattan, an estimated $68.7M sold.

Based on aggregated 13F filings for Q3 2018.