U-Haul Holding Co
UHAL
186 hedge funds and large institutions have $440M invested in U-Haul Holding Co in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 31 closing their positions.
260% more call options, than puts
Call options by funds: $1.29M | Put options by funds: $358K
0% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 62
0.56% less ownership
Funds ownership: 36.93% → 36.37% (-0.56%)
6% less funds holding
Funds holding: 198 → 186 (-12)
10% less capital invested
Capital invested by funds: $489M → $440M (-$48.6M)
35% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 31
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$25.4M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
+$6.51M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$4.88M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$1.49M |
| 5 |
RR
Robotti Robert
|
+$905K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.5M |
| 2 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$13.1M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$7.98M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.65M |
| 5 |
MS
Maven Securities
St Helier,
Jersey
|
-$1.57M |
UHAL Hedge Fund Activity: Q2 2024 in Review
186 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q2 2024, worth a combined $440M — down 9.9% from $489M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of UHAL and 20 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 62 added.
The largest buyer was Trian Fund Management, opening a new position worth an estimated $25.4M. The largest seller was Fidelity Investments, cutting an estimated $17.5M.
- 186 institutional investors held U-Haul Holding Co (UHAL) as of Q2 2024, down from 198 in Q1 2024.
- Funds reported $440M of U-Haul Holding Co stock for Q2 2024, down 9.9% quarter-over-quarter.
- 20 funds opened new U-Haul Holding Co positions in Q2 2024 and 31 closed out, a net change of -11 holders.
- The largest U-Haul Holding Co buyer in Q2 2024 was Trian Fund Management, an estimated $25.4M added.
- The largest U-Haul Holding Co seller in Q2 2024 was Fidelity Investments, an estimated $17.5M sold.
Based on aggregated 13F filings for Q2 2024.