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Ingersoll Rand

522 hedge funds and large institutions have $11.4B invested in Ingersoll Rand in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

14% more capital invested

Capital invested by funds: $9.96B → $11.4B (+$1.39B)

0.26% more ownership

Funds ownership: 96.65%96.91% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 544522 (-22)

21% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 91

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
522
Holders Change
-22
Holders Change %
-4.04%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
139
Reduced
216
Closed
91
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.92M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
226
River Wealth Advisors
Pennsylvania
$624K -$2.91K -103 -0.5%
PI
227
PineBridge Investments
New York
$596K +$292K +10,336 +95%
AAM
228
Advisors Asset Management
Colorado
$594K +$597K +21,133 New
CAN
229
Cetera Advisor Networks
California
$590K -$3.33K -118 -0.6%
SMDAM
230
Sumitomo Mitsui DS Asset Management
Japan
$574K +$7.91K +280 +1%
Osaic Holdings
231
Osaic Holdings
Arizona
$566K -$102K -3,610 -15%
AB
232
Amalgamated Bank
New York
$564K -$1.88M -66,446 -77%
AC
233
Allstate Corporation
Illinois
$560K -$93.4K -3,308 -14%
Creative Planning
234
Creative Planning
Kansas
$552K +$71K +2,514 +15%
GIM
235
Granahan Investment Management
Massachusetts
$552K +$555K +19,650 New
BWA
236
BDO Wealth Advisors
Florida
$546K
SM
237
Sciencast Management
New Jersey
$546K +$155K +5,492 +42%
SEC
238
Seven Eight Capital
New York
$546K +$548K +19,400 New
KRS
239
Kentucky Retirement Systems
Kentucky
$541K -$124K -4,384 -19%
SIM
240
Sentry Investment Management
Wisconsin
$539K +$170K +6,029 +46%
NMIMC
241
Northwestern Mutual Investment Management Company
Wisconsin
$534K +$58.8K +2,083 +12%
Fisher Asset Management
242
Fisher Asset Management
Washington
$526K +$169K +5,980 +47%
PI
243
Putnam Investments
Massachusetts
$518K -$6.63M -234,739 -93%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$505K -$7.46K -264 -1%
CTC
245
Central Trust Company
Missouri
$501K -$6.33K -224 -1%
PAM
246
Panagora Asset Management
Massachusetts
$495K +$1.27K +45 +0.3%
William Blair & Company
247
William Blair & Company
Illinois
$489K -$294K -10,403 -37%
RJT
248
Raymond James Trust
Florida
$481K +$44.2K +1,563 +10%
SWP
249
Stratos Wealth Partners
Ohio
$479K +$481K +17,020 New
WB
250
WesBanco Bank
West Virginia
$476K -$5.65K -200 -1%

IR Hedge Fund Activity: Q2 2020 in Review

522 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2020, worth a combined $11.4B — up 14% from $9.96B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of IR and 72 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $287M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $731M.

  • 522 institutional investors held Ingersoll Rand (IR) as of Q2 2020, down from 544 in Q1 2020.
  • Funds reported $11.4B of Ingersoll Rand stock for Q2 2020, up 14% quarter-over-quarter.
  • 72 funds opened new Ingersoll Rand positions in Q2 2020 and 91 closed out, a net change of -19 holders.
  • The largest Ingersoll Rand buyer in Q2 2020 was T. Rowe Price Associates, an estimated $287M added.
  • The largest Ingersoll Rand seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2020.