U-Haul Holding Co
UHAL
281 hedge funds and large institutions have $4.21B invested in U-Haul Holding Co in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 35 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 73
41% more capital inflows, than outflows
Capital inflows: $506M | Capital outflows: $358M
20% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 35
2% more funds holding
Funds holding: 276 → 281 (+5)
1.32% more ownership
Funds ownership: 34.99% → 36.32% (+1.3%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
97% less call options, than puts
Call options by funds: $117K | Put options by funds: $4.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Yacktman Asset Management
Austin,
Texas
|
+$113M |
| 2 |
State Street
Boston,
Massachusetts
|
+$32.7M |
| 3 |
Millennium Management
New York
|
+$23.4M |
| 4 |
Goldman Sachs
New York
|
+$21.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$140M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$28.8M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.1M |
| 4 |
Scopia Capital Management
New York
|
-$16.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.9M |
UHAL Hedge Fund Activity: Q2 2021 in Review
281 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2021, worth a combined $4.21B — up 0.08% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UHAL positions and 35 closed out — a net gain of 7 holders — while 110 added to existing stakes and 73 trimmed.
The largest buyer was Yacktman Asset Management, adding an estimated $113M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $140M sold.
- 281 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2021, up from 276 in Q1 2021.
- Funds reported $4.21B of U-Haul Holding Co stock for Q2 2021, up 0.08% quarter-over-quarter.
- 42 funds opened new U-Haul Holding Co positions in Q2 2021 and 35 closed out, a net change of +7 holders.
- The largest U-Haul Holding Co buyer in Q2 2021 was Yacktman Asset Management, an estimated $113M added.
- The largest U-Haul Holding Co seller in Q2 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $140M sold.
Based on aggregated 13F filings for Q2 2021.