U-Haul Holding Co
UHAL
238 hedge funds and large institutions have $2.63B invested in U-Haul Holding Co in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 56 reducing their positions, and 32 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 56
6% more capital invested
Capital invested by funds: $2.48B → $2.63B (+$151M)
1.85% more ownership
Funds ownership: 374.9% → 376.75% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
6% less funds holding
Funds holding: 252 → 238 (-14)
38% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$57.8M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$31.5M |
| 3 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
+$29.2M |
| 4 |
BlackRock
New York
|
+$22.6M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
-$64.3M |
| 2 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$41.2M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$17.3M |
| 4 |
First Manhattan
New York
|
-$16.1M |
| 5 |
BP
Banbury Partners
Charlotte,
North Carolina
|
-$15.7M |
UHAL Hedge Fund Activity: Q2 2018 in Review
238 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2018, worth a combined $2.63B — up 6.1% from $2.48B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of UHAL and 20 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 114 added.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $57.8M. The largest seller was Schwartz Investment Counsel, cutting an estimated $64.3M.
- 238 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2018, down from 252 in Q1 2018.
- Funds reported $2.63B of U-Haul Holding Co stock for Q2 2018, up 6.1% quarter-over-quarter.
- 20 funds opened new U-Haul Holding Co positions in Q2 2018 and 32 closed out, a net change of -12 holders.
- The largest U-Haul Holding Co buyer in Q2 2018 was Hotchkis & Wiley Capital Management, an estimated $57.8M added.
- The largest U-Haul Holding Co seller in Q2 2018 was Schwartz Investment Counsel, an estimated $64.3M sold.
Based on aggregated 13F filings for Q2 2018.