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United Rentals

680 hedge funds and large institutions have $7.89B invested in United Rentals in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 239 increasing their positions, 247 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 78

16% more capital invested

Capital invested by funds: $6.8B → $7.89B (+$1.09B)

3% more funds holding

Funds holding: 661680 (+19)

2.76% more ownership

Funds ownership: 85.05%87.81% (+2.8%)

3% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 247

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

58% less call options, than puts

Call options by funds: $263M | Put options by funds: $623M

Holders
680
Holders Change
+19
Holders Change %
+2.87%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
106
Increased
239
Reduced
247
Closed
78
Calls
$263M
Puts
$623M
Net Calls
-$360M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
651
Citizens Financial Group
Rhode Island
$4K +$3.83K +31 New
WPA
652
West Paces Advisors
Georgia
$3.43K
TCOV
653
Trust Company of Vermont
Vermont
$3K -$2.96K -24 -50%
PWM
654
PRW Wealth Management
Massachusetts
$3K
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$3K +$247 +2 +7%
AF
656
Allworth Financial
California
$3K +$494 +4 +22%
TFO
657
Tarbox Family Office
California
$3K +$1.48K +12 +75%
JCM
658
Julex Capital Management
Massachusetts
$2.86K
KFS
659
Kelly Financial Services
Massachusetts
$2.51K +$2.72K +22 New
FRA
660
Front Row Advisors
California
$2K
OFW
661
Omnia Family Wealth
Florida
$2K
THWM
662
Taylor Hoffman Wealth Management
Virginia
$2K
SIS
663
Sound Income Strategies
Florida
$2K +$123 +1 +6%
TFS
664
TrustCore Financial Services
Tennessee
$2K +$1.73K +14 New
BBHC
665
Brown Brothers Harriman & Co
New York
$2K +$1.85K +15 New
TFGT
666
TS Financial Group (TSFG)
Illinois
$2K +$2.22K +18 New
LWM
667
Lenox Wealth Management
Ohio
$2K +$2.59K +21 New
SWA
668
Sutton Wealth Advisors
Florida
$1.6K
SFFS
669
Stonehage Fleming Financial Services
Jersey
$1.26K +$153K +1,242 +13%
AWM
670
Aevitas Wealth Management
Massachusetts
$1K -$3.33K -27 -69%
ACS
671
Archford Capital Strategies
Illinois
$1K
BFC
672
Bedel Financial Consulting
Indiana
$1K
SFSIG
673
San Francisco Sentry Investment Group
California
$1K
MSA
674
Marino Stram & Associates
Massachusetts
$1K +$123 +1 +8%
CI
675
CX Institutional
Indiana
$1K +$617 +5 New

URI Hedge Fund Activity: Q1 2019 in Review

680 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2019, worth a combined $7.89B — up 16% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new URI positions and 78 closed out — a net gain of 28 holders — while 239 added to existing stakes and 247 trimmed.

The largest buyer was Lyrical Asset Management, opening a new position worth an estimated $199M. The largest seller was Amundi Asset Management US, cutting an estimated $129M.

  • 680 institutional investors held United Rentals (URI) as of Q1 2019, up from 661 in Q4 2018.
  • Funds reported $7.89B of United Rentals stock for Q1 2019, up 16% quarter-over-quarter.
  • 106 funds opened new United Rentals positions in Q1 2019 and 78 closed out, a net change of +28 holders.
  • The largest United Rentals buyer in Q1 2019 was Lyrical Asset Management, an estimated $199M added.
  • The largest United Rentals seller in Q1 2019 was Amundi Asset Management US, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2019.