U-Haul Holding Co
UHAL
238 hedge funds and large institutions have $2.15B invested in U-Haul Holding Co in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 28 closing their positions.
143% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 28
61% more capital inflows, than outflows
Capital inflows: $322M | Capital outflows: $200M
35% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $10.9M
20% more funds holding
Funds holding: 199 → 238 (+39)
10% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 70
1.38% more ownership
Funds ownership: 26.74% → 28.13% (+1.4%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$33.6M |
| 2 |
TM
Tiger Management
New York
|
+$19M |
| 3 |
State Street
Boston,
Massachusetts
|
+$17.3M |
| 4 |
Goldman Sachs
New York
|
+$12.9M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$19M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$16.8M |
| 3 |
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$14.1M |
| 4 |
FCG
FrontFour Capital Group
Greenwich,
Connecticut
|
-$12.7M |
| 5 |
JP Morgan Chase
New York
|
-$12.7M |
UHAL Hedge Fund Activity: Q4 2015 in Review
238 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2015, worth a combined $2.15B — up 4.1% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new UHAL positions and 28 closed out — a net gain of 40 holders — while 77 added to existing stakes and 70 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $33.6M. The largest seller was Advisory Research, cutting an estimated $19M.
- 238 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2015, up from 199 in Q3 2015.
- Funds reported $2.15B of U-Haul Holding Co stock for Q4 2015, up 4.1% quarter-over-quarter.
- 68 funds opened new U-Haul Holding Co positions in Q4 2015 and 28 closed out, a net change of +40 holders.
- The largest U-Haul Holding Co buyer in Q4 2015 was First Trust Advisors, an estimated $33.6M added.
- The largest U-Haul Holding Co seller in Q4 2015 was Advisory Research, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2015.