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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
BHWM
1151
Beaird Harris Wealth Management
Texas
$4.33K
JPWM
1152
Jamison Private Wealth Management
Georgia
$4.33K +$3.85K +6 New
PVH
1153
Psagot Value Holdings
Israel
$4K -$645K -1,005 -99%
PA
1154
Pineridge Advisors
Missouri
$3.61K -$55.2K -86 -95%
SIS
1155
Sound Income Strategies
Florida
$3.61K -$7.7K -12 -71%
VWA
1156
Valued Wealth Advisors
Utah
$3.61K -$4.49K -7 -58%
AP
1157
Aspect Partners
Virginia
$3.61K
CIA
1158
Cape Investment Advisory
Georgia
$3.61K
IGWM
1159
ICA Group Wealth Management
Colorado
$3.61K
CWC
1160
Carolinas Wealth Consulting
North Carolina
$3.61K +$642 +1 +25%
TWD
1161
True Wealth Design
Ohio
$3.61K +$1.28K +2 +67%
PCWA
1162
Pacific Capital Wealth Advisors
California
$3.61K +$3.21K +5 New
JWM
1163
Janiczek Wealth Management
Colorado
$2.88K
W
1164
WealthCollab
Washington
$2.88K
TFM
1165
TFC Financial Management
Massachusetts
$2.88K +$1.28K +2 +100%
NSIM
1166
North Star Investment Management
Illinois
$2.88K
SL
1167
Salomon & Ludwin
Virginia
$2.88K
RFS
1168
Richardson Financial Services
Massachusetts
$2.88K +$2.57K +4 New
CA
1169
Continuum Advisory
Idaho
$2.76K +$2.57K +4 New
JFGIW
1170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.16K
LAM
1171
Lummis Asset Management
Texas
$2.16K
CCM
1172
Chilton Capital Management
Texas
$1.44K +$1.28K +2 New
WPA
1173
West Paces Advisors
Georgia
$1.44K -$1.28K -2 -50%
TWP
1174
TFO Wealth Partners
Ohio
$1.44K
ECM
1175
Everence Capital Management
Indiana
$1.28K

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.