U-Haul Holding Co
UHAL
198 hedge funds and large institutions have $489M invested in U-Haul Holding Co in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 22 closing their positions.
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
2% more funds holding
Funds holding: 194 → 198 (+4)
0.59% more ownership
Funds ownership: 36.33% → 36.93% (+0.59%)
4% less capital invested
Capital invested by funds: $512M → $489M (-$22.7M)
24% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 72
36% less call options, than puts
Call options by funds: $1.51M | Put options by funds: $2.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$18.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$3.53M |
| 3 |
OWIM
Old West Investment Management
Los Angeles,
California
|
+$3.36M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.75M |
| 5 |
MS
Maven Securities
St Helier,
Jersey
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$8.59M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$5.06M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.62M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.91M |
| 5 |
Bank of New York Mellon
New York
|
-$1.81M |
UHAL Hedge Fund Activity: Q1 2024 in Review
198 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2024, worth a combined $489M — down 4.4% from $512M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new UHAL positions and 22 closed out — a net gain of 4 holders — while 55 added to existing stakes and 72 trimmed.
The largest buyer was Southpoint Capital Advisors, adding an estimated $18.5M. The largest seller was Abrams Capital Management, cutting an estimated $8.59M.
- 198 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2024, up from 194 in Q4 2023.
- Funds reported $489M of U-Haul Holding Co stock for Q1 2024, down 4.4% quarter-over-quarter.
- 26 funds opened new U-Haul Holding Co positions in Q1 2024 and 22 closed out, a net change of +4 holders.
- The largest U-Haul Holding Co buyer in Q1 2024 was Southpoint Capital Advisors, an estimated $18.5M added.
- The largest U-Haul Holding Co seller in Q1 2024 was Abrams Capital Management, an estimated $8.59M sold.
Based on aggregated 13F filings for Q1 2024.