U-Haul Holding Co
UHAL
166 hedge funds and large institutions have $1.77B invested in U-Haul Holding Co in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 70 reducing their positions, and 22 closing their positions.
87% more call options, than puts
Call options by funds: $2.48M | Put options by funds: $1.33M
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
15% more capital invested
Capital invested by funds: $1.54B → $1.77B (+$227M)
2% less funds holding
Funds holding: 170 → 166 (-4)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
21% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$15.9M |
| 2 |
AA
Ancient Art
Austin,
Texas
|
+$13.9M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$6.18M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.1M |
| 5 |
MP
Manikay Partners
New York
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$15.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$13.6M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$9.06M |
| 4 |
KA
Kerrisdale Advisers
Miami,
Florida
|
-$6.67M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.85M |
UHAL Hedge Fund Activity: Q1 2015 in Review
166 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2015, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of UHAL and 18 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 55 added.
The largest buyer was Freestone Capital Holdings, adding an estimated $15.9M. The largest seller was Arrowstreet Capital, cutting an estimated $15.8M.
- 166 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2015, down from 170 in Q4 2014.
- Funds reported $1.77B of U-Haul Holding Co stock for Q1 2015, up 15% quarter-over-quarter.
- 18 funds opened new U-Haul Holding Co positions in Q1 2015 and 22 closed out, a net change of -4 holders.
- The largest U-Haul Holding Co buyer in Q1 2015 was Freestone Capital Holdings, an estimated $15.9M added.
- The largest U-Haul Holding Co seller in Q1 2015 was Arrowstreet Capital, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2015.