U-Haul Holding Co
UHAL
219 hedge funds and large institutions have $2.87B invested in U-Haul Holding Co in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 73 reducing their positions, and 38 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 73
2% more capital invested
Capital invested by funds: $2.81B → $2.87B (+$62.8M)
3.07% less ownership
Funds ownership: 378.28% → 375.21% (-3.1%)
6% less funds holding
Funds holding: 232 → 219 (-13)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
32% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.7M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$20.7M |
| 3 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$14.3M |
| 4 |
BlackRock
New York
|
+$12.5M |
| 5 |
Goldman Sachs
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$19.4M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$18.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$16M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$13.7M |
| 5 |
CCM
Cloverdale Capital Management
Dallas,
Texas
|
-$10.8M |
UHAL Hedge Fund Activity: Q3 2019 in Review
219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q3 2019, worth a combined $2.87B — up 2.2% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of UHAL and 26 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 80 added.
The largest buyer was Vanguard Group, adding an estimated $20.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $19.4M sold.
- 219 institutional investors held U-Haul Holding Co (UHAL) as of Q3 2019, down from 232 in Q2 2019.
- Funds reported $2.87B of U-Haul Holding Co stock for Q3 2019, up 2.2% quarter-over-quarter.
- 26 funds opened new U-Haul Holding Co positions in Q3 2019 and 38 closed out, a net change of -12 holders.
- The largest U-Haul Holding Co buyer in Q3 2019 was Vanguard Group, an estimated $20.7M added.
- The largest U-Haul Holding Co seller in Q3 2019 was United Services Automobile Association, an estimated $19.4M sold.
Based on aggregated 13F filings for Q3 2019.