U-Haul Holding Co
UHAL
240 hedge funds and large institutions have $2.03B invested in U-Haul Holding Co in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 28 closing their positions.
44% more call options, than puts
Call options by funds: $8.73M | Put options by funds: $6.06M
26% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 74
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
1% more funds holding
Funds holding: 238 → 240 (+2)
6% less capital invested
Capital invested by funds: $2.15B → $2.03B (-$118M)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
+$19.3M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$17.6M |
| 3 |
AA
Ancient Art
Austin,
Texas
|
+$17.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.3M |
| 5 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
ISZO Capital Management
New York
|
-$16.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$13.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.5M |
| 4 |
RHBC
R.H. Bluestein & Co
Birmingham,
Michigan
|
-$11.5M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$10.8M |
UHAL Hedge Fund Activity: Q1 2016 in Review
240 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2016, worth a combined $2.03B — down 5.5% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UHAL positions and 28 closed out — a net gain of 5 holders — while 93 added to existing stakes and 74 trimmed.
The largest buyer was James Investment Research, adding an estimated $19.3M. The largest seller was ISZO Capital Management, exiting entirely with an estimated $16.8M sold.
- 240 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2016, up from 238 in Q4 2015.
- Funds reported $2.03B of U-Haul Holding Co stock for Q1 2016, down 5.5% quarter-over-quarter.
- 33 funds opened new U-Haul Holding Co positions in Q1 2016 and 28 closed out, a net change of +5 holders.
- The largest U-Haul Holding Co buyer in Q1 2016 was James Investment Research, an estimated $19.3M added.
- The largest U-Haul Holding Co seller in Q1 2016 was ISZO Capital Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2016.