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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
AW
1201
Avion Wealth
Texas
$7K +$1.44K +2 +29%
SIS
1202
Sound Income Strategies
Florida
$5.67K +$1.44K +2 +40%
CPA
1203
Capital Performance Advisors
California
$5.67K +$5.04K +7 New
FMP
1204
Financial Management Professionals
Texas
$5K -$30.9K -43 -88%
JPWM
1205
Jamison Private Wealth Management
Georgia
$4.88K
BHWM
1206
Beaird Harris Wealth Management
Texas
$4.86K -$719 -1 -14%
TWD
1207
True Wealth Design
Ohio
$4.86K
CWC
1208
Carolinas Wealth Consulting
North Carolina
$4.86K +$719 +1 +20%
RFS
1209
Richardson Financial Services
Massachusetts
$4.37K +$2.16K +3 +100%
CPG
1210
Cornerstone Planning Group
New Jersey
$4.06K
CFB
1211
Cullen/Frost Bankers
Texas
$4.05K +$1.44K +2 +67%
AP
1212
Aspect Partners
Virginia
$4.05K
CIA
1213
Cape Investment Advisory
Georgia
$4.05K
PA
1214
Pineridge Advisors
Missouri
$4.05K
S
1215
Sachetta
Massachusetts
$4.05K
TFM
1216
TFC Financial Management
Massachusetts
$4.05K +$719 +1 +25%
FPF
1217
First Pacific Financial
Washington
$3.24K
NSIM
1218
North Star Investment Management
Illinois
$3.24K
SL
1219
Salomon & Ludwin
Virginia
$3.24K
SC
1220
Swan Capital
Florida
$3.24K
W
1221
WealthCollab
Washington
$3.24K
CA
1222
Claris Advisors
Missouri
$3.24K +$2.88K +4 New
GWSA
1223
Global Wealth Strategies & Associates
Colorado
$3.24K +$2.88K +4 New
TPW
1224
Talon Private Wealth
Florida
$3.24K +$2.88K +4 New
CAM
1225
ClariVest Asset Management
California
$2.59K

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.