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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
901
Elmwood Wealth Management
California
$322K -$1.28K -2 -0.4%
CA
902
Claro Advisors
Massachusetts
$321K +$1.93K +3 +0.7%
WP
903
WealthPLAN Partners
Nebraska
$315K +$280K +437 New
TCM
904
Twin Capital Management
Pennsylvania
$314K +$25.7K +40 +10%
BWM
905
BKM Wealth Management
Wisconsin
$314K +$253K +395 +963%
PP
906
PDS Planning
Ohio
$314K -$2.57K -4 -0.9%
DC
907
DeDora Capital
California
$314K
AWP
908
Ascent Wealth Partners
New York
$313K -$82.8K -129 -23%
QFA
909
Quantum Financial Advisors
California
$313K
FHWM
910
Fox Hill Wealth Management
Massachusetts
$312K
HIA
911
Harbor Investment Advisory
Maryland
$310K
BIG
912
Brooklyn Investment Group
New York
$309K
EFS
913
Essex Financial Services
Connecticut
$308K -$23.1K -36 -8%
AA
914
AlphaCentric Advisors
Puerto Rico
$306K -$36.6K -57 -12%
HSA
915
HBK Sorce Advisory
Pennsylvania
$305K +$3.21K +5 +1%
IP
916
Isthmus Partners
Wisconsin
$303K
OWA
917
Opal Wealth Advisors
New York
$301K +$268K +418 New
KDA
918
Kraft Davis & Associates
Missouri
$301K -$11.6K -18 -4%
CIA
919
Concurrent Investment Advisors
Florida
$301K +$9.63K +15 +4%
CAL
920
Capital Advisors Ltd
Ohio
$300K -$11.6K -18 -4%
SWA
921
Stratos Wealth Advisors
Ohio
$299K +$32.7K +51 +14%
AT
922
Avalon Trust
New Mexico
$299K
OWA
923
ORBA Wealth Advisors
Illinois
$296K
BAM
924
Belpointe Asset Management
Nevada
$295K -$83.4K -130 -24%
ZIM
925
Zacks Investment Management
Illinois
$295K +$263K +410 New

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.