U-Haul Holding Co
UHAL
250 hedge funds and large institutions have $2.26B invested in U-Haul Holding Co in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 26 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 73
5.97% more ownership
Funds ownership: 301.74% → 307.71% (+6%)
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
4% more capital invested
Capital invested by funds: $2.17B → $2.26B (+$95.6M)
0% more funds holding
Funds holding: 250 → 250 (0)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$73.7M |
| 2 |
KCM
Kingstown Capital Management
New York
|
+$36.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$26.2M |
| 4 |
Two Sigma Investments
New York
|
+$13.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Greenlight Capital
New York
|
-$63.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$27.5M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$15.6M |
| 4 |
NM
Newtyn Management
New York
|
-$14.2M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$14M |
UHAL Hedge Fund Activity: Q3 2017 in Review
250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2017, worth a combined $2.26B — up 4.4% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new UHAL positions and 26 closed out — a net gain of 2 holders — while 89 added to existing stakes and 73 trimmed.
The largest buyer was Vanguard Group, adding an estimated $73.7M. The largest seller was Greenlight Capital, cutting an estimated $63.5M.
- 250 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $2.26B of U-Haul Holding Co stock for Q3 2017, up 4.4% quarter-over-quarter.
- 28 funds opened new U-Haul Holding Co positions in Q3 2017 and 26 closed out, a net change of +2 holders.
- The largest U-Haul Holding Co buyer in Q3 2017 was Vanguard Group, an estimated $73.7M added.
- The largest U-Haul Holding Co seller in Q3 2017 was Greenlight Capital, an estimated $63.5M sold.
Based on aggregated 13F filings for Q3 2017.