We are live on ! Find out more
URI icon

United Rentals

1,237 hedge funds and large institutions have $49.4B invested in United Rentals in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 473 increasing their positions, 418 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 77

50% more funds holding in top 10

Funds holding in top 10: 2842 (+14)

25% more capital invested

Capital invested by funds: $39.6B → $49.4B (+$9.85B)

13% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 418

5% more funds holding

Funds holding: 1,1731,237 (+64)

2.73% more ownership

Funds ownership: 91.91%94.64% (+2.7%)

2% less call options, than puts

Call options by funds: $955M | Put options by funds: $975M

Holders
1,237
Holders Change
+64
Holders Change %
+5.46%
% of All Funds
17.76%
Holding in Top 10
42
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
154
Increased
473
Reduced
418
Closed
77
Calls
$955M
Puts
$975M
Net Calls
-$20.1M
Net Calls Change
+$319M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1051
Brookstone Capital Management
Illinois
$208K +$185K +257 New
CFG
1052
Copley Financial Group
California
$207K +$184K +256 New
GG
1053
Gleason Group
Kentucky
$207K
OWM
1054
Opes Wealth Management
California
$206K +$183K +255 New
WCM
1055
Windsor Capital Management
Arizona
$206K +$183K +255 New
SBIA
1056
Sheaff Brock Investment Advisors
Indiana
$206K +$183K +254 New
CT
1057
Colonial Trust
South Carolina
$206K +$719 +1 +0.4%
BO
1058
Bank OZK
Arkansas
$206K +$183K +254 New
CFA
1059
Capstone Financial Advisors
Illinois
$204K +$181K +252 New
DJSG
1060
D.J. St. Germain
Massachusetts
$204K -$719 -1 -0.4%
EA
1061
Everpar Advisors
Oklahoma
$204K +$181K +252 New
PGIM
1062
Pacific Global Investment Management
California
$204K +$181K +252 New
SF
1063
Symphony Financial
Texas
$203K +$182K +253 New
MSFP
1064
Mark Sheptoff Financial Planning
Connecticut
$202K
BDFN
1065
Bond & Devick Financial Network
Minnesota
$202K +$180K +250 New
KIC
1066
Keating Investment Counselors
Florida
$202K +$180K +250 New
RPCONE
1067
Retirement Planning Company of New England
Rhode Island
$202K +$180K +250 New
KIA
1068
KCM Investment Advisors
California
$201K +$178K +248 New
BB
1069
Bell Bank
North Dakota
$200K +$178K +247 New
CTC
1070
Cetera Trust Company
Minnesota
$199K
OC
1071
Oarsman Capital
Wisconsin
$199K +$177K +246 New
PWMG
1072
Prestige Wealth Management Group
New Jersey
$194K
MPWT
1073
MassMutual Private Wealth & Trust
Connecticut
$194K +$4.32K +6 +3%
OIA
1074
Optimum Investment Advisors
Illinois
$190K -$10.8K -15 -6%
ZB
1075
Zions Bancorporation
Utah
$187K -$1.44K -2 -0.9%

URI Hedge Fund Activity: Q3 2024 in Review

1,237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q3 2024, worth a combined $49.4B — up 25% from $39.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new URI positions and 77 closed out — a net gain of 77 holders — while 473 added to existing stakes and 418 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.15B. The largest seller was Impax Asset Management Group, cutting an estimated $419M.

  • 1,237 institutional investors held United Rentals (URI) as of Q3 2024, up from 1,173 in Q2 2024.
  • Funds reported $49.4B of United Rentals stock for Q3 2024, up 25% quarter-over-quarter.
  • 154 funds opened new United Rentals positions in Q3 2024 and 77 closed out, a net change of +77 holders.
  • The largest United Rentals buyer in Q3 2024 was International Assets Investment Management, an estimated $1.15B added.
  • The largest United Rentals seller in Q3 2024 was Impax Asset Management Group, an estimated $419M sold.

Based on aggregated 13F filings for Q3 2024.