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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
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$343K
SLI
277
Sumitomo Life Insurance
Japan
$340K
DZ Bank
278
DZ Bank
Germany
$337K +$24K +850 +8%
BFO
279
Boston Family Office
Massachusetts
$336K
FFWA
280
FRG Family Wealth Advisors
Washington
$335K -$70.9K -2,509 -17%
KA
281
Kintegral Advisory
New York
$330K
Teacher Retirement System of Texas
282
Teacher Retirement System of Texas
Texas
$328K -$1.11M -39,437 -77%
FNBT
283
FineMark National Bank & Trust
Florida
$327K -$1.49M -52,816 -82%
Wealthfront Advisers
284
Wealthfront Advisers
California
$325K +$44.5K +1,576 +16%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$311K -$126K -4,455 -29%
CI
286
Cigna Investments
Connecticut
$311K +$41.9K +1,483 +16%
ANTB
287
AMG National Trust Bank
Colorado
$310K +$312K +11,038 New
AGM
288
Alpine Global Management
New York
$303K +$305K +10,785 New
WIM
289
Wilen Investment Management
Florida
$299K -$118K -4,181 -28%
BBA
290
BLB&B Advisors
Pennsylvania
$295K -$28.5K -1,009 -9%
CWS
291
Cypress Wealth Services
California
$284K -$5.99K -212 -2%
BP
292
Ballentine Partners
Massachusetts
$281K +$4.49K +159 +2%
Bank of Nova Scotia
293
Bank of Nova Scotia
Ontario, Canada
$274K -$1.39M -49,194 -83%
Squarepoint
294
Squarepoint
New York
$273K +$274K +9,700 New
Verition Fund Management
295
Verition Fund Management
Connecticut
$271K +$272K +9,633 New
KIA
296
KCM Investment Advisors
California
$270K -$21.8K -773 -7%
KCM
297
Kennedy Capital Management
Missouri
$268K +$269K +9,528 New
ZCA
298
Zeke Capital Advisors
Pennsylvania
$268K +$269K +9,532 New
GAM
299
Gotham Asset Management
New York
$264K -$5.56M -196,983 -95%
Mackenzie Financial
300
Mackenzie Financial
Ontario, Canada
$262K -$152K -5,388 -37%

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.