U-Haul Holding Co
UHAL
306 hedge funds and large institutions have $4.22B invested in U-Haul Holding Co in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 116 reducing their positions, and 54 closing their positions.
4.04% more ownership
Funds ownership: 359.39% → 363.43% (+4%)
7% less funds holding
Funds holding: 329 → 306 (-23)
15% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 116
17% less capital invested
Capital invested by funds: $5.1B → $4.22B (-$875M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
35% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 54
60% less call options, than puts
Call options by funds: $8.77M | Put options by funds: $21.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$162M |
| 2 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$24.7M |
| 3 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$17.7M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$16.7M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$67.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$16.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.1M |
| 4 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$15.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$15.2M |
UHAL Hedge Fund Activity: Q1 2022 in Review
306 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2022, worth a combined $4.22B — down 17% from $5.1B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of UHAL and 35 opened new positions — a net loss of 19 holders — while 116 trimmed existing stakes and 99 added.
The largest buyer was Yacktman Asset Management, adding an estimated $162M. The largest seller was Goldman Sachs, cutting an estimated $67.8M.
- 306 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2022, down from 329 in Q4 2021.
- Funds reported $4.22B of U-Haul Holding Co stock for Q1 2022, down 17% quarter-over-quarter.
- 35 funds opened new U-Haul Holding Co positions in Q1 2022 and 54 closed out, a net change of -19 holders.
- The largest U-Haul Holding Co buyer in Q1 2022 was Yacktman Asset Management, an estimated $162M added.
- The largest U-Haul Holding Co seller in Q1 2022 was Goldman Sachs, an estimated $67.8M sold.
Based on aggregated 13F filings for Q1 2022.