We are live on ! Find out more
IR icon

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
APA
276
American Portfolios Advisors
New York
$648K +$35.2K +717 +6%
AAM
277
Advisors Asset Management
Colorado
$638K -$31.6K -643 -5%
RG
278
Rathbones Group
United Kingdom
$633K
CA
279
Capitolis Advisors
New York
$626K -$432K -8,798 -41%
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$621K -$28.5K -580 -4%
AWM
281
AE Wealth Management
Kansas
$593K -$27.5K -561 -4%
William Blair & Company
282
William Blair & Company
Illinois
$589K -$11.8K -240 -2%
BFO
283
Boston Family Office
Massachusetts
$583K
BC
284
Bridgefront Capital
Texas
$578K +$581K +11,845 New
PP
285
Paloma Partners
Connecticut
$571K -$1.23M -25,008 -68%
CI
286
Cigna Investments
Connecticut
$568K -$78.6K -1,601 -12%
Nomura Holdings
287
Nomura Holdings
Japan
$565K +$569K +11,600 New
KA
288
Kintegral Advisory
New York
$556K
TI
289
Tidal Investments
Wisconsin
$554K +$557K +11,348 New
SIC
290
Salem Investment Counselors
North Carolina
$544K -$108K -2,206 -17%
Wealthfront Advisers
291
Wealthfront Advisers
California
$537K -$22.6K -460 -4%
IAA
292
Independent Advisor Alliance
North Carolina
$531K
PAS
293
Park Avenue Securities
New York
$529K +$44.7K +911 +9%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$526K +$17K +346 +3%
ARG
295
Advisory Resource Group
Oklahoma
$519K +$12.3K +251 +2%
IRF
296
IBM Retirement Fund
New York
$517K -$59K -1,203 -10%
ANTB
297
AMG National Trust Bank
Colorado
$507K
BPC
298
Banque Pictet & Cie
Switzerland
$488K
KRSITF
299
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$474K +$477K +9,716 New
CWS
300
Cypress Wealth Services
California
$473K

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.