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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
OP
1226
ORG Partners
Indiana
-$230K -400 Closed
CFO
1227
Callan Family Office
Pennsylvania
-$227K -396 Closed
CW
1228
Connectus Wealth
Ohio
-$223K -388 Closed
GDP
1229
Great Diamond Partners
Maine
-$206K -360 Closed
MIS
1230
Morningstar Investment Services
Illinois
-$204K -352 Closed
BJL
1231
Brighton Jones LLC
Washington
-$200K -349 Closed
DAC
1232
Dividend Assets Capital
South Carolina
-$93K -163 Closed
TCWA
1233
Turtle Creek Wealth Advisors
Texas
-$80.3K -140 Closed
PS
1234
Planned Solutions
California
-$77.4K -135 Closed
ETC
1235
Exchange Traded Concepts
Oklahoma
-$69.4K -121 Closed
RFA
1236
Resurgent Financial Advisors
Georgia
-$51K -89 Closed
AP
1237
Arlington Partners
Alabama
-$32.1K -56 Closed
FMTCOCP
1238
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$32K -55 Closed
DCP
1239
Distillate Capital Partners
Illinois
-$15.5K -27 Closed
LIWM
1240
Long Island Wealth Management
New York
-$13K -23 Closed
Loomis, Sayles & Company
1241
Loomis, Sayles & Company
Massachusetts
-$9K -15 Closed
CTA
1242
Colonial Trust Advisors
South Carolina
-$6.31K -11 Closed
LF
1243
Lee Financial
Texas
-$4.59K -8 Closed
SS
1244
Sunbelt Securities
Texas
-$4.6K -8 Closed
M
1245
MOTCO
Texas
-$2.87K -5 Closed
PMFA
1246
Plante Moran Financial Advisors
Michigan
-$1.72K -3 Closed
SA
1247
Scarborough Advisors
Maryland
-$1.15K -2 Closed
AIMA
1248
Ables Iannone Moore & Associates
Georgia
-$573 -1 Closed

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.