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United Rentals
URI

1,077 hedge funds and large institutions have $38B invested in United Rentals in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 328 increasing their positions, 438 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 63

74% more funds holding in top 10

Funds holding in top 10: 27 → 47 (+20)

34% more capital invested

Capital invested by funds: $28.4B → $38B (+$9.58B)

9% more funds holding

Funds holding: 985 → 1,077 (+92)

4.5% more ownership

Funds ownership: 93.4% → 97.89% (+4.5%)

23% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.93B

25% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 438

Holders
1,077
Holders Change
+92
Holders Change %
+9.34%
% of All Funds
15.7%
Holding in Top 10
47
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+74.07%
% of All Funds
0.69%
New
170
Increased
328
Reduced
438
Closed
63
Calls
$1.49B
Puts
$1.93B
Net Calls
-$434M
Net Calls Change
-$224M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$849M
2
Morgan Stanley
Morgan Stanley
New York
+$733M
3
Bank of America
Bank of America
North Carolina
+$143M
4
WIM
Waverton Investment Management
United Kingdom
+$100M
5
JP Morgan Chase
JP Morgan Chase
New York
+$96.8M

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$186M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$111M
3
Capital World Investors
Capital World Investors
California
-$100M
4
TP
Theleme Partners
United Kingdom
-$82.9M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$65.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
826
CX Institutional
Indiana
$296K +$2.83K +6 +1%
MAWA
827
Moss Adams Wealth Advisors
Washington
$296K -$23.1K -49 -9%
PCM
828
Parsons Capital Management
Rhode Island
$295K – – –
CI
829
Conning Inc
Connecticut
$294K – – –
FNT
830
First National Trust
Pennsylvania
$293K +$241K +511 New
BAM
831
BOS Asset Management
Illinois
$291K – – –
QCG
832
Quadrant Capital Group
Ohio
$290K +$1.42K +3 +0.6%
SIC
833
Salem Investment Counselors
North Carolina
$289K – – –
KDA
834
Kraft Davis & Associates
Missouri
$289K +$214K +454 New
HFM
835
Harvest Fund Management
China
$288K -$27.8K -59 -11%
SCP
836
Sandhill Capital Partners
New York
$288K – – –
AWM
837
Aries Wealth Management
Maine
$287K -$71.7K -152 -23%
DAM
838
Deltec Asset Management
New York
$287K – – –
MPAM
839
Murphy Pohlad Asset Management
Minnesota
$287K – – –
WSCM
840
Wellington Shields Capital Management
New York
$287K – – –
ACM
841
Accent Capital Management
Ohio
$287K +$236K +500 New
CL
842
CSS LLC
Illinois
$287K +$236K +500 New
CWM
843
Cornerstone Wealth Management
Missouri
$287K -$19.3K -41 -8%
CAM
844
Campion Asset Management
Virginia
$284K – – –
AC
845
Armistice Capital
New York
$281K -$251K -533 -52%
HBT
846
Hills Bank & Trust
Iowa
$281K – – –
ACI
847
Alpha Cubed Investments
California
$280K +$230K +487 New
BWP
848
BSW Wealth Partners
Colorado
$278K -$943 -2 -0.4%
SCM
849
Steele Capital Management
Iowa
$278K +$229K +485 New
SWM
850
SeaCrest Wealth Management
New York
$277K +$23.6K +50 +11%
32 33
34
35 36

URI Hedge Fund Activity: Q4 2023 in Review

1,077 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q4 2023, worth a combined $38B — up 34% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new URI positions and 63 closed out — a net gain of 107 holders — while 328 added to existing stakes and 438 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $849M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $186M sold.

  • 1,077 institutional investors held United Rentals (URI) as of Q4 2023, up from 985 in Q3 2023.
  • Funds reported $38B of United Rentals stock for Q4 2023, up 34% quarter-over-quarter.
  • 170 funds opened new United Rentals positions in Q4 2023 and 63 closed out, a net change of +107 holders.
  • The largest United Rentals buyer in Q4 2023 was Capital Research Global Investors, an estimated $849M added.
  • The largest United Rentals seller in Q4 2023 was Brave Warrior Advisors, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2023.