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United Rentals

551 hedge funds and large institutions have $10.1B invested in United Rentals in 2014 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 167 increasing their positions, 242 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

8% more funds holding

Funds holding: 509551 (+42)

10% more call options, than puts

Call options by funds: $371M | Put options by funds: $338M

4% more capital invested

Capital invested by funds: $9.73B → $10.1B (+$373M)

0.29% more ownership

Funds ownership: 95.42%95.71% (+0.29%)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

31% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 242

Holders
551
Holders Change
+42
Holders Change %
+8.25%
% of All Funds
15.99%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.9%
New
82
Increased
167
Reduced
242
Closed
34
Calls
$371M
Puts
$338M
Net Calls
+$32.9M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$833M +$149M +1,322,881 +21%
State Street
2
State Street
Massachusetts
$451M +$113M +1,001,375 +33%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$338M +$32.7M +290,968 +11%
Bank of America
4
Bank of America
North Carolina
$313M -$9.42M -83,774 -3%
BIT
5
BlackRock Institutional Trust
California
$273M -$16.9M -150,681 -6%
Ameriprise
6
Ameriprise
Minnesota
$267M -$106M -943,830 -28%
Wells Fargo
7
Wells Fargo
California
$241M -$13.3M -118,618 -5%
American Century Companies
8
American Century Companies
Missouri
$181M +$17.6M +156,879 +11%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$176M -$19.3M -171,946 -10%
Invesco
10
Invesco
Georgia
$168M +$39.5M +351,376 +30%
Morgan Stanley
11
Morgan Stanley
New York
$158M +$23M +204,201 +17%
AllianceBernstein
12
AllianceBernstein
Tennessee
$155M -$8.29M -73,708 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$151M -$3.1M -27,539 -2%
Northern Trust
14
Northern Trust
Illinois
$144M +$36.9M +328,178 +34%
BFA
15
BlackRock Fund Advisors
California
$138M -$162M -1,442,531 -54%
Franklin Resources
16
Franklin Resources
California
$133M -$24M -213,693 -15%
TCIM
17
TIAA CREF Investment Management
New York
$125M +$17.7M +157,085 +16%
RIM
18
Rainier Investment Management
Washington
$115M -$13.1M -116,720 -10%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$113M +$908K +8,074 +0.8%
PCM
20
PAR Capital Management
Massachusetts
$104M
Bessemer Group
21
Bessemer Group
New Jersey
$100M +$1.26M +11,203 +1%
U
22
UBS
Switzerland
$95.1M +$707K +6,287 +0.7%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$92.3M +$41.9M +372,399 +81%
UIM
24
USS Investment Management
United Kingdom
$91.7M -$10.1M -90,000 -10%
OAMG
25
Odey Asset Management Group
United Kingdom
$90.7M +$14.2M +126,189 +18%

URI Hedge Fund Activity: Q3 2014 in Review

551 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q3 2014, worth a combined $10.1B — up 3.8% from $9.73B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new URI positions and 34 closed out — a net gain of 48 holders — while 167 added to existing stakes and 242 trimmed.

The largest buyer was Vanguard Group, adding an estimated $149M. The largest seller was BlackRock Fund Advisors, cutting an estimated $162M.

  • 551 institutional investors held United Rentals (URI) as of Q3 2014, up from 509 in Q2 2014.
  • Funds reported $10.1B of United Rentals stock for Q3 2014, up 3.8% quarter-over-quarter.
  • 82 funds opened new United Rentals positions in Q3 2014 and 34 closed out, a net change of +48 holders.
  • The largest United Rentals buyer in Q3 2014 was Vanguard Group, an estimated $149M added.
  • The largest United Rentals seller in Q3 2014 was BlackRock Fund Advisors, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2014.