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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
AAM
251
Advisors Asset Management
Colorado
$848K -$27.8K -672 -3%
Creative Planning
252
Creative Planning
Kansas
$830K -$98.1K -2,371 -12%
HighTower Advisors
253
HighTower Advisors
Illinois
$826K +$39.4K +951 +6%
CTC
254
Central Trust Company
Missouri
$811K
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$803K +$21K +508 +3%
Mirae Asset Global Investments
256
Mirae Asset Global Investments
South Korea
$793K -$2.46M -59,469 -77%
Nordea Investment Management
257
Nordea Investment Management
Sweden
$784K
AC
258
Allstate Corporation
Illinois
$755K -$90.5K -2,186 -12%
RWA
259
River Wealth Advisors
Pennsylvania
$737K -$144K -3,489 -18%
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
$735K -$22.9K -554 -3%
RJT
261
Raymond James Trust
Florida
$734K -$48.3K -1,168 -7%
X
262
Xponance
Pennsylvania
$734K +$44.9K +1,086 +7%
OPPTF
263
OPSEU Pension Plan Trust Fund
Ontario, Canada
$726K +$4.72K +114 +0.7%
WAM
264
Weatherly Asset Management
California
$724K -$8.19K -198 -1%
RG
265
Rathbones Group
United Kingdom
$719K
SP
266
Symmetry Partners
Connecticut
$709K
JGUA
267
John G. Ullman & Associates
New York
$703K -$16.6K -401 -3%
CGH
268
Crossmark Global Holdings
Texas
$701K +$13.6K +329 +2%
PCM
269
Prelude Capital Management
New York
$688K +$625K +15,096 New
LIM
270
Leavell Investment Management
Alabama
$686K -$1.12K -27 -0.2%
E
271
Ergoteles
New York
$658K +$598K +14,443 New
CLOS
272
Compagnie Lombard Odier SCmA
Switzerland
$650K -$252K -6,089 -30%
AWM
273
AE Wealth Management
Kansas
$650K +$41.5K +1,002 +8%
Mariner
274
Mariner
Kansas
$649K +$37.5K +907 +7%
QT
275
Quantbot Technologies
New York
$649K +$590K +14,250 New

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.