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Ingersoll Rand

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587661 (+74)

3.64% more ownership

Funds ownership: 94.19%97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
276
Symmetry Partners
Connecticut
$963K
Allianz Asset Management
277
Allianz Asset Management
Germany
$962K -$84.8K -1,489 -9%
RJT
278
Raymond James Trust
Florida
$955K -$34.3K -603 -4%
MCM
279
Mill Capital Management
North Carolina
$947K +$871K +15,301 New
RWA
280
River Wealth Advisors
Pennsylvania
$891K -$26.5K -466 -3%
ACP
281
Aveo Capital Partners
Colorado
$880K +$810K +14,222 New
WAM
282
Weatherly Asset Management
California
$879K -$28.8K -506 -3%
EGM
283
Engineers Gate Manager
New York
$868K -$1.2M -21,148 -60%
BCM
284
Brasada Capital Management
Texas
$866K +$342K +6,000 +75%
American Century Companies
285
American Century Companies
Missouri
$862K +$159K +2,792 +25%
AWM
286
AE Wealth Management
Kansas
$857K +$41K +720 +5%
JGUA
287
John G. Ullman & Associates
New York
$843K -$31.9K -560 -4%
CSIC
288
Clifford Swan Investment Counsel
California
$842K -$740 -13 -0.1%
LIM
289
Leavell Investment Management
Alabama
$821K -$10.8K -190 -1%
IAIM
290
Industrial Alliance Investment Management
Quebec, Canada
$820K +$755K +13,253 New
Wolverine Trading
291
Wolverine Trading
Illinois
$815K +$407K +7,152 +116%
OC
292
Oppenheimer & Co
New York
$808K -$11.3K -198 -1%
ECM
293
Everence Capital Management
Indiana
$807K -$1.04M -18,280 -58%
William Blair & Company
294
William Blair & Company
Illinois
$799K +$57.3K +1,007 +8%
CA
295
Capitolis Advisors
New York
$794K
QI
296
Qtron Investments
Massachusetts
$784K -$72.9K -1,281 -9%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$783K +$3.59K +63 +0.5%
BFO
298
Boston Family Office
Massachusetts
$740K
GT
299
Glenmede Trust
Pennsylvania
$738K +$34.6K +608 +5%
MCM
300
MAI Capital Management
Ohio
$719K +$201K +3,529 +44%

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.