U-Haul Holding Co
UHAL
329 hedge funds and large institutions have $5.13B invested in U-Haul Holding Co in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 120 increasing their positions, 99 reducing their positions, and 19 closing their positions.
226% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 19
21% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 99
13% more capital invested
Capital invested by funds: $4.53B → $5.13B (+$598M)
13% more funds holding
Funds holding: 291 → 329 (+38)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1.74% more ownership
Funds ownership: 358.07% → 359.81% (+1.7%)
54% less call options, than puts
Call options by funds: $6.75M | Put options by funds: $14.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$33.6M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$32.7M |
| 3 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$20.2M |
| 4 |
Renaissance Technologies
New York
|
+$15.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$81.6M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$63.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$36.1M |
| 4 |
JP
JNE Partners
London,
United Kingdom
|
-$32M |
| 5 |
BlackRock
New York
|
-$21.1M |
UHAL Hedge Fund Activity: Q4 2021 in Review
329 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2021, worth a combined $5.13B — up 13% from $4.53B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new UHAL positions and 19 closed out — a net gain of 43 holders — while 120 added to existing stakes and 99 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $33.6M. The largest seller was Abrams Capital Management, cutting an estimated $81.6M.
- 329 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2021, up from 291 in Q3 2021.
- Funds reported $5.13B of U-Haul Holding Co stock for Q4 2021, up 13% quarter-over-quarter.
- 62 funds opened new U-Haul Holding Co positions in Q4 2021 and 19 closed out, a net change of +43 holders.
- The largest U-Haul Holding Co buyer in Q4 2021 was AQR Capital Management, an estimated $33.6M added.
- The largest U-Haul Holding Co seller in Q4 2021 was Abrams Capital Management, an estimated $81.6M sold.
Based on aggregated 13F filings for Q4 2021.