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United Rentals

419 hedge funds and large institutions have $7.77B invested in United Rentals in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 142 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 43

88% more funds holding in top 10

Funds holding in top 10: 1732 (+15)

58% more call options, than puts

Call options by funds: $216M | Put options by funds: $137M

30% more capital invested

Capital invested by funds: $5.97B → $7.77B (+$1.8B)

12% more funds holding

Funds holding: 375419 (+44)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

3.57% less ownership

Funds ownership: 110.8%107.23% (-3.6%)

Holders
419
Holders Change
+44
Holders Change %
+11.73%
% of All Funds
12.16%
Holding in Top 10
32
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+88.24%
% of All Funds
0.93%
New
92
Increased
142
Reduced
156
Closed
43
Calls
$216M
Puts
$137M
Net Calls
+$79.5M
Net Calls Change
+$81.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$30K -$1.07K -16 -4%
ACM
402
Aviance Capital Management
Florida
$23K +$8.71K +130 +79%
PTC
403
Private Trust Company
Ohio
$21K +$4.35K +65 +33%
ASN
404
Advisory Services Network
Georgia
$21K +$17.8K +265 New
HF
405
Hoxton Financial
West Virginia
$18K +$15.2K +227 New
Envestnet Asset Management
406
Envestnet Asset Management
Illinois
$17K -$2.81K -42 -16%
PSI
407
Pinnacle Summer Investments
Virginia
$14K
ST
408
Spot Trading
Illinois
$13K -$254K -3,790 -96%
KT
409
Kanaly Trust
Texas
$13K +$11.5K +171 New
BGIM
410
Brandywine Global Investment Management
Pennsylvania
$12K +$670 +10 +7%
WA
411
Waverly Advisors
Alabama
$11K +$9.24K +138 New
NES
412
New England Securities
New York
$10K +$201 +3 +2%
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
PFSC
414
Peoples Financial Services Corp
Pennsylvania
$9K +$7.5K +112 New
DIA
415
Denver Investment Advisors
Colorado
$3.96K +$3.41M +50,833 New
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$2.14K -32 -48%
EWM
417
Elite Wealth Management
Washington
$3K +$2.95K +44 New
CAW
418
Cornerstone Advisors (Washington)
Washington
$1K +$536 +8 New
S
419
SignatureFD
Georgia
$1K +$603 +9 New
First Manhattan
420
First Manhattan
New York
$1K +$1.54K +23 New
MCM
421
Marsico Capital Management
Colorado
-$125M -2,149,818 Closed
Two Sigma Investments
422
Two Sigma Investments
New York
-$30.9M -529,748 Closed
PWPCM
423
Perella Weinberg Partners Capital Management
New York
-$14.1M -241,180 Closed
CHCM
424
Columbus Hill Capital Management
New Jersey
-$11.6M -199,595 Closed
PP
425
PDT Partners
New York
-$8.14M -139,716 Closed

URI Hedge Fund Activity: Q4 2013 in Review

419 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q4 2013, worth a combined $7.77B — up 30% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new URI positions and 43 closed out — a net gain of 49 holders — while 142 added to existing stakes and 156 trimmed.

The largest buyer was OMERS Administration Corp, opening a new position worth an estimated $38.3M. The largest seller was Marsico Capital Management, exiting entirely with an estimated $125M sold.

  • 419 institutional investors held United Rentals (URI) as of Q4 2013, up from 375 in Q3 2013.
  • Funds reported $7.77B of United Rentals stock for Q4 2013, up 30% quarter-over-quarter.
  • 92 funds opened new United Rentals positions in Q4 2013 and 43 closed out, a net change of +49 holders.
  • The largest United Rentals buyer in Q4 2013 was OMERS Administration Corp, an estimated $38.3M added.
  • The largest United Rentals seller in Q4 2013 was Marsico Capital Management, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2013.