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U-Haul Holding Co

241 hedge funds and large institutions have $2.78B invested in U-Haul Holding Co in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $2.42B → $2.78B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

4.79% more ownership

Funds ownership: 376.53%381.32% (+4.8%)

5% more funds holding

Funds holding: 230241 (+11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
29
Increased
86
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$63.2K -$727 -20 -1%
AF
202
Advisornet Financial
Minnesota
$53K
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$51K -$92.7K -2,550 -65%
AIG
204
American International Group
New York
$46K -$1.45K -40 -3%
PCP
205
Proficio Capital Partners
Massachusetts
$41K +$25.1K +690 +164%
LS
206
Livforsakringsbolaget Skandia
Sweden
$37K
CAW
207
Cornerstone Advisors (Washington)
Washington
$33K
CG
208
Cutler Group
California
$28K -$4.36K -120 -13%
FHA
209
First Horizon Advisors
Tennessee
$28K
CFGS
210
Concourse Financial Group Securities
Alabama
$24K
S
211
SignatureFD
Georgia
$16K +$4.72K +130 +42%
TRCT
212
Tower Research Capital (TRC)
New York
$16K +$16K +440 New
FPFS
213
First Personal Financial Services
North Carolina
$14K
Fuller & Thaler Asset Management
214
Fuller & Thaler Asset Management
California
$13K
SFG
215
SevenBridge Financial Group
Pennsylvania
$13K
PCG
216
Private Capital Group
Connecticut
$12K
SWM
217
SeaCrest Wealth Management
New York
$11K
FHA
218
Flagship Harbor Advisors
Massachusetts
$10K
CIA
219
Cascade Investment Advisors
Oregon
$9.29K
MI
220
Markston International
New York
$9K
RFC
221
Regions Financial Corp
Alabama
$8K
GSWM
222
Golden State Wealth Management
California
$6K +$6.18K +170 New
PA
223
Parallel Advisors
California
$5K +$2.54K +70 +117%
DBT
224
Dubuque Bank & Trust
Iowa
$4K
SWP
225
Strategic Wealth Partners
Ohio
$4K +$3.63K +100 New

UHAL Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2019, worth a combined $2.78B — up 15% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UHAL positions and 17 closed out — a net gain of 12 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $9.82M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 241 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2019, up from 230 in Q4 2018.
  • Funds reported $2.78B of U-Haul Holding Co stock for Q1 2019, up 15% quarter-over-quarter.
  • 29 funds opened new U-Haul Holding Co positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest U-Haul Holding Co buyer in Q1 2019 was BlackRock, an estimated $9.82M added.
  • The largest U-Haul Holding Co seller in Q1 2019 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2019.