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Ingersoll Rand

573 hedge funds and large institutions have $19.7B invested in Ingersoll Rand in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 159

2.73% more ownership

Funds ownership: 94.15%96.88% (+2.7%)

2% more capital invested

Capital invested by funds: $19.4B → $19.7B (+$324M)

8% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $24.4M

2% less funds holding

Funds holding: 586573 (-13)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
9.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
203
Reduced
159
Closed
60
Calls
$22.5M
Puts
$24.4M
Net Calls
-$1.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
Seeyond
France
$987K +$4.42K +90 +0.4%
Fisher Asset Management
252
Fisher Asset Management
Washington
$972K +$4.96K +101 +0.5%
OC
253
Oppenheimer & Co
New York
$961K +$120K +2,438 +14%
CWM
254
Calamos Wealth Management
Illinois
$954K +$960K +19,553 New
HighTower Advisors
255
HighTower Advisors
Illinois
$948K +$57.2K +1,165 +6%
MCM
256
Murphy Capital Management
New Jersey
$928K -$6.48K -132 -0.7%
Creative Planning
257
Creative Planning
Kansas
$902K -$38.9K -793 -4%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$900K +$46K +937 +5%
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$872K +$242K +4,924 +38%
CGH
260
Crossmark Global Holdings
Texas
$870K +$62.9K +1,282 +8%
CTC
261
Central Trust Company
Missouri
$869K
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$862K +$51.2K +1,044 +6%
NMIMC
263
Northwestern Mutual Investment Management Company
Wisconsin
$827K +$2.85K +58 +0.3%
AC
264
Allstate Corporation
Illinois
$824K -$31.5K -641 -4%
Thrivent Financial for Lutherans
265
Thrivent Financial for Lutherans
Minnesota
$783K -$707K -14,400 -47%
WB
266
WesBanco Bank
West Virginia
$779K -$393 -8 -0.1%
SP
267
Symmetry Partners
Connecticut
$760K
WAM
268
Weatherly Asset Management
California
$756K -$6.48K -132 -0.8%
LIM
269
Leavell Investment Management
Alabama
$741K
RJT
270
Raymond James Trust
Florida
$740K -$2.11K -43 -0.3%
RWA
271
River Wealth Advisors
Pennsylvania
$730K -$7.56K -154 -1%
JGUA
272
John G. Ullman & Associates
New York
$709K -$11.2K -228 -2%
CSIC
273
Clifford Swan Investment Counsel
California
$686K
Capital Fund Management (CFM)
274
Capital Fund Management (CFM)
France
$662K -$426K -8,690 -39%
O
275
Ossiam
France
$654K +$332K +6,758 +102%

IR Hedge Fund Activity: Q2 2021 in Review

573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2021, worth a combined $19.7B — up 1.7% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IR and 54 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 203 added.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $736M.

  • 573 institutional investors held Ingersoll Rand (IR) as of Q2 2021, down from 586 in Q1 2021.
  • Funds reported $19.7B of Ingersoll Rand stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 54 funds opened new Ingersoll Rand positions in Q2 2021 and 60 closed out, a net change of -6 holders.
  • The largest Ingersoll Rand buyer in Q2 2021 was JP Morgan Chase, an estimated $340M added.
  • The largest Ingersoll Rand seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2021.