U-Haul Holding Co
UHAL
194 hedge funds and large institutions have $512M invested in U-Haul Holding Co in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 80 reducing their positions, and 15 closing their positions.
1,080% more call options, than puts
Call options by funds: $2.71M | Put options by funds: $230K
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
26% more capital invested
Capital invested by funds: $407M → $512M (+$104M)
10% more funds holding
Funds holding: 177 → 194 (+17)
1.71% less ownership
Funds ownership: 38.04% → 36.33% (-1.7%)
38% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 80
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$8.51M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$6.72M |
| 3 |
PL
Parkwood LLC
Cleveland,
Ohio
|
+$4.79M |
| 4 |
SI
Scharf Investments
Los Gatos,
California
|
+$4.66M |
| 5 |
Morgan Stanley
New York
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$17M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$16.3M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$7.11M |
| 4 |
OWIM
Old West Investment Management
Los Angeles,
California
|
-$7.03M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$1.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ETC
201
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$22.5K | -413 | Closed |
|
|
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$2.46K | -45 | Closed |
|
|
RTC
203
Riverview Trust Company
Vancouver,
Washington
| – | -$1.25K | -23 | Closed |
|
|
HI
204
Harbour Investments
Madison,
Wisconsin
| – | -$764 | -14 | Closed |
|
|
TFA
205
Toth Financial Advisory
Leesburg,
Virginia
| – | -$492 | -9 | Closed |
|
206
EARNEST Partners
Atlanta,
Georgia
| – | -$327 | -6 | Closed |
|
|
HCP
207
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$109 | -2 | Closed |
|
UHAL Hedge Fund Activity: Q4 2023 in Review
194 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2023, worth a combined $512M — up 26% from $407M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UHAL positions and 15 closed out — a net gain of 18 holders — while 50 added to existing stakes and 80 trimmed.
The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $8.51M. The largest seller was Millennium Management, cutting an estimated $17M.
- 194 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2023, up from 177 in Q3 2023.
- Funds reported $512M of U-Haul Holding Co stock for Q4 2023, up 26% quarter-over-quarter.
- 33 funds opened new U-Haul Holding Co positions in Q4 2023 and 15 closed out, a net change of +18 holders.
- The largest U-Haul Holding Co buyer in Q4 2023 was Southpoint Capital Advisors, an estimated $8.51M added.
- The largest U-Haul Holding Co seller in Q4 2023 was Millennium Management, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2023.