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United Rentals

647 hedge funds and large institutions have $13B invested in United Rentals in 2017 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 198 increasing their positions, 261 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 51

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

20% more capital invested

Capital invested by funds: $10.9B → $13B (+$2.15B)

9% more funds holding

Funds holding: 592647 (+55)

2.81% less ownership

Funds ownership: 92.73%89.92% (-2.8%)

24% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 261

61% less call options, than puts

Call options by funds: $290M | Put options by funds: $749M

Holders
647
Holders Change
+55
Holders Change %
+9.29%
% of All Funds
14.67%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
111
Increased
198
Reduced
261
Closed
51
Calls
$290M
Puts
$749M
Net Calls
-$459M
Net Calls Change
-$386M
Name Holding Trade Value Shares
Change
Change in
Stake
BTIS
576
BB&T Investment Services
North Carolina
$47K +$9.74K +64 +30%
GLI
577
Guardian Life Insurance
New York
$47K +$12.8K +84 +44%
STA
578
Summit Trail Advisors
New York
$46K +$37.7K +248 New
FANJ
579
Financial Architects (New Jersey)
New Jersey
$45K -$152K -1,000 -79%
SWM
580
SeaCrest Wealth Management
New York
$45K +$40K +263 New
SPIA
581
Steward Partners Investment Advisory
New York
$44K +$7.15K +47 +22%
MSFP
582
Mark Sheptoff Financial Planning
Connecticut
$43K -$38K -250 -50%
FHA
583
First Horizon Advisors
Tennessee
$40K
QCG
584
Quadrant Capital Group
Ohio
$40K
GAM
585
Gemmer Asset Management
California
$37K
CA
586
Calton & Associates
Florida
$37K +$30.4K +200 New
CTA
587
Carillon Tower Advisers
Florida
$36.1K +$32M +209,947 New
IWP
588
Icon Wealth Partners
Texas
$34K +$30.4K +200 New
SLF
589
Sun Life Financial
Ontario, Canada
$32K -$67K -440 -71%
TL
590
TrueWealth LLC
Georgia
$29K +$25.6K +168 New
BWA
591
Burt Wealth Advisors
Maryland
$28K
AIL
592
AGF Investments LLC
Ontario, Canada
$26K +$5.33K +35 +30%
CCM
593
Cribstone Capital Management
Maine
$25K
LWM
594
Lenox Wealth Management
Ohio
$25K +$14K +92 +174%
FGC
595
Financial Gravity Companies
Texas
$25K +$21.2K +139 New
PCM
596
Penserra Capital Management
California
$25K +$22.8K +150 New
RE
597
RBC Europe
United Kingdom
$24.1K +$21.3K +140 New
LWCFA
598
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K +$19.8K +130 New
MFBTD
599
MB Financial Bank - Trust Department
Illinois
$21K
NL
600
NVWM LLC
Pennsylvania
$21K +$18.7K +123 New

URI Hedge Fund Activity: Q4 2017 in Review

647 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q4 2017, worth a combined $13B — up 20% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new URI positions and 51 closed out — a net gain of 60 holders — while 198 added to existing stakes and 261 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $105M. The largest seller was APG Asset Management, cutting an estimated $110M.

  • 647 institutional investors held United Rentals (URI) as of Q4 2017, up from 592 in Q3 2017.
  • Funds reported $13B of United Rentals stock for Q4 2017, up 20% quarter-over-quarter.
  • 111 funds opened new United Rentals positions in Q4 2017 and 51 closed out, a net change of +60 holders.
  • The largest United Rentals buyer in Q4 2017 was AQR Capital Management, an estimated $105M added.
  • The largest United Rentals seller in Q4 2017 was APG Asset Management, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2017.