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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$1.15M -$1.24K -30 -0.1%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$1.14M +$238K +5,760 +30%
BWM
228
BerganKDV Wealth Management
Minnesota
$1.13M
IG
229
ING Group
Netherlands
$1.12M +$680K +16,440 +200%
PHK
230
Point72 Hong Kong
Hong Kong
$1.11M +$69.9K +1,690 +7%
AII
231
AGF Investments Inc
Ontario, Canada
$1.06M
LSERS
232
Louisiana State Employees Retirement System
Louisiana
$1.05M +$178K +4,300 +23%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$1.04M -$23.9K -578 -2%
LP
234
LMR Partners
United Kingdom
$1.04M +$434K +10,489 +86%
UCFA
235
United Capital Financial Advisors
Texas
$1.02M +$931K +22,506 New
FB
236
Fulton Bank
Pennsylvania
$1.02M -$25.2K -610 -3%
CAN
237
Cetera Advisor Networks
California
$1.01M -$37.7K -911 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
238
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.01M -$333K -8,041 -27%
NMERB
239
New Mexico Educational Retirement Board
New Mexico
$998K -$12.4K -300 -1%
CA
240
Capitolis Advisors
New York
$985K +$895K +21,627 New
SSA
241
Schonfeld Strategic Advisors
New York
$965K +$877K +21,200 New
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$945K -$7.7K -186 -0.9%
TRCT
243
Tower Research Capital (TRC)
New York
$942K -$432K -10,435 -34%
NMIMC
244
Northwestern Mutual Investment Management Company
Wisconsin
$929K +$58.1K +1,404 +7%
Fisher Asset Management
245
Fisher Asset Management
Washington
$919K -$31.6K -764 -4%
AB
246
Amalgamated Bank
New York
$908K -$1.12K -27 -0.1%
MCM
247
Murphy Capital Management
New Jersey
$901K -$33K -798 -4%
PAM
248
Panagora Asset Management
Massachusetts
$895K +$63.3K +1,530 +8%
BWA
249
BDO Wealth Advisors
Florida
$884K
SIM
250
Sentry Investment Management
Wisconsin
$874K

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.