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United Rentals

1,179 hedge funds and large institutions have $44B invested in United Rentals in 2024 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 352 increasing their positions, 484 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 68

16% more capital invested

Capital invested by funds: $38B → $44B (+$6.01B)

9% more funds holding

Funds holding: 1,0771,179 (+102)

6.61% less ownership

Funds ownership: 97.89%91.28% (-6.6%)

10% less call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.29B

23% less funds holding in top 10

Funds holding in top 10: 4736 (-11)

27% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 484

Holders
1,179
Holders Change
+102
Holders Change %
+9.47%
% of All Funds
16.98%
Holding in Top 10
36
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.4%
% of All Funds
0.52%
New
182
Increased
352
Reduced
484
Closed
68
Calls
$1.16B
Puts
$1.29B
Net Calls
-$132M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Evermay Wealth Management
Virginia
$810K -$642 -1 -0.1%
IFG
702
Independent Financial Group
California
$808K +$203K +316 +39%
SPC
703
Spirepoint Private Client
Florida
$806K +$717K +1,118 New
SC
704
Savant Capital
Illinois
$805K +$53.3K +83 +8%
BBNA
705
Bremer Bank National Association
Minnesota
$804K -$75.1K -117 -9%
SFA
706
Sequoia Financial Advisors
Ohio
$804K -$375K -585 -34%
FRM
707
Fox Run Management
Connecticut
$794K +$706K +1,101 New
AI
708
AXS Investments
New York
$793K +$64.2K +100 +10%
IC
709
Inscription Capital
Texas
$793K +$706K +1,100 New
MMPW
710
Mitchell McLeod Pugh & Williams
Alabama
$790K -$25.7K -40 -4%
CSIC
711
Clifford Swan Investment Counsel
California
$778K
KWM
712
Keebeck Wealth Management
Illinois
$776K +$40.4K +63 +6%
SWS
713
SYSTM Wealth Solutions
Illinois
$771K -$103K -161 -13%
BTWM
714
Baker Tilly Wealth Management
Wisconsin
$769K -$4.49K -7 -0.7%
PAS
715
Point72 Asia (Singapore)
Singapore
$769K +$684K +1,066 New
OL
716
Optas LLC
Texas
$767K +$2.57K +4 +0.4%
KPWS
717
Kestra Private Wealth Services
Texas
$767K +$75.7K +118 +12%
JIP
718
Jaffetilchin Investment Partners
Florida
$764K -$10.3K -16 -1%
IFU
719
iSAM Funds (UK)
United Kingdom
$761K +$678K +1,056 New
PFBT
720
Parkside Financial Bank & Trust
Missouri
$759K +$7.06K +11 +1%
BP
721
Ballentine Partners
Massachusetts
$754K +$100K +156 +18%
FT
722
Fiduciary Trust
Massachusetts
$752K
TCM
723
Teza Capital Management
Illinois
$751K +$669K +1,042 New
SC
724
Syon Capital
California
$747K -$656K -1,022 -50%
PCA
725
Peddock Capital Advisors
Massachusetts
$744K +$67.4K +105 +11%

URI Hedge Fund Activity: Q1 2024 in Review

1,179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2024, worth a combined $44B — up 16% from $38B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new URI positions and 68 closed out — a net gain of 114 holders — while 352 added to existing stakes and 484 trimmed.

The largest buyer was Franklin Resources, adding an estimated $540M. The largest seller was Morgan Stanley, cutting an estimated $1.01B.

  • 1,179 institutional investors held United Rentals (URI) as of Q1 2024, up from 1,077 in Q4 2023.
  • Funds reported $44B of United Rentals stock for Q1 2024, up 16% quarter-over-quarter.
  • 182 funds opened new United Rentals positions in Q1 2024 and 68 closed out, a net change of +114 holders.
  • The largest United Rentals buyer in Q1 2024 was Franklin Resources, an estimated $540M added.
  • The largest United Rentals seller in Q1 2024 was Morgan Stanley, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2024.