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United Rentals
URI

563 hedge funds and large institutions have $10.1B invested in United Rentals in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

19% more capital invested

Capital invested by funds: $8.45B → $10.1B (+$1.63B)

2% more funds holding

Funds holding: 551 → 563 (+12)

0.36% more ownership

Funds ownership: 95.13% → 95.48% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

43% less call options, than puts

Call options by funds: $235M | Put options by funds: $411M

Holders
563
Holders Change
+12
Holders Change %
+2.18%
% of All Funds
14.02%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
76
Increased
186
Reduced
238
Closed
53
Calls
$235M
Puts
$411M
Net Calls
-$175M
Net Calls Change
-$194M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$689M
2
JP Morgan Chase
JP Morgan Chase
New York
+$217M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$106M
4
Millennium Management
Millennium Management
New York
+$88.6M
5
Victory Capital Management
Victory Capital Management
Texas
+$33.5M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$172M
2
ClearBridge Investments
ClearBridge Investments
New York
-$52.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$50.9M
4
CGM
Capital Growth Management
Massachusetts
-$46.5M
5
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
551
Zions Bancorporation
Utah
$3K -$973 -8 -27%
PSUF
552
People's United Financial
Connecticut
$3K – – –
PCP
553
Proficio Capital Partners
Massachusetts
$3K +$365 +3 +13%
WP
554
WealthPLAN Partners
Nebraska
$2.42K +$2.43K +20 New
EWM
555
Evercore Wealth Management
New York
$2K – – –
WPA
556
West Paces Advisors
Georgia
$1.25K -$1.09K -9 -47%
CAM
557
ClariVest Asset Management
California
$1K – – –
SHJ
558
Sharkey, Howes & Javer
Colorado
$1K +$973 +8 New
SF
559
Synovus Financial
Georgia
$1K +$973 +8 New
SWA
560
Sutton Wealth Advisors
Florida
$875 – – –
AP
561
Advisors Preferred
Maryland
$94 +$91.8K +755 New
SLF
562
Sun Life Financial
Ontario, Canada
$45 +$122 +1 +20%
CGM
563
Capital Growth Management
Massachusetts
– -$46.5M -440,000 Closed
VNIM
564
Vaughan Nelson Investment Management
Texas
– -$38.4M -364,025 Closed
ACP
565
Arrowgrass Capital Partners
United Kingdom
– -$21.1M -200,000 Closed
GIG
566
Goodnow Investment Group
Connecticut
– -$7.05M -66,768 Closed
BCM
567
Bluefin Capital Management
New York
– -$6.28M -59,457 Closed
MMH
568
Menora Mivtachim Holdings
Israel
– -$5.56M -52,700 Closed
FHAM
569
Folger Hill Asset Management
New York
– -$5.24M -49,600 Closed
ZIG
570
Zurich Insurance Group
Switzerland
– -$4.44M -42,086 Closed
BCM
571
Billings Capital Management
Virginia
– -$4.3M -40,747 Closed
SCM
572
Sandler Capital Management
New York
– -$4.86M -39,910 Closed
PP
573
Paloma Partners
Connecticut
– -$3.53M -33,422 Closed
JCP
574
Jabre Capital Partners
Switzerland
– -$3.17M -30,000 Closed
CC
575
Carlson Capital
Texas
– -$3.1M -29,379 Closed
21 22
23
24 25

URI Hedge Fund Activity: Q1 2017 in Review

563 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2017, worth a combined $10.1B — up 19% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new URI positions and 53 closed out — a net gain of 23 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was BlackRock, adding an estimated $689M. The largest seller was State Street, cutting an estimated $172M.

  • 563 institutional investors held United Rentals (URI) as of Q1 2017, up from 551 in Q4 2016.
  • Funds reported $10.1B of United Rentals stock for Q1 2017, up 19% quarter-over-quarter.
  • 76 funds opened new United Rentals positions in Q1 2017 and 53 closed out, a net change of +23 holders.
  • The largest United Rentals buyer in Q1 2017 was BlackRock, an estimated $689M added.
  • The largest United Rentals seller in Q1 2017 was State Street, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2017.