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Ingersoll Rand

612 hedge funds and large institutions have $19.9B invested in Ingersoll Rand in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 189 increasing their positions, 211 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $15.3M

0.57% less ownership

Funds ownership: 97.84%97.26% (-0.57%)

7% less funds holding

Funds holding: 661612 (-49)

10% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 211

19% less capital invested

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

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

43% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 97

Holders
612
Holders Change
-49
Holders Change %
-7.41%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
55
Increased
189
Reduced
211
Closed
97
Calls
$24.8M
Puts
$15.3M
Net Calls
+$9.55M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
276
Leavell Investment Management
Alabama
$668K
CSIC
277
Clifford Swan Investment Counsel
California
$667K -$19.6K -365 -3%
IAIM
278
Industrial Alliance Investment Management
Quebec, Canada
$667K
AWM
279
AE Wealth Management
Kansas
$662K -$38.5K -718 -5%
ECM
280
Everence Capital Management
Indiana
$657K
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$645K +$8.09K +151 +1%
Wealthfront Advisers
282
Wealthfront Advisers
California
$636K -$194K -3,624 -22%
NERM
283
New England Research & Management
Illinois
$622K +$662K +12,350 New
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$613K +$136K +2,534 +26%
KRSITF
285
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$606K +$70.5K +1,317 +12%
BFO
286
Boston Family Office
Massachusetts
$589K -$14.1K -264 -2%
MCM
287
MAI Capital Management
Ohio
$586K +$268 +5 +0%
KA
288
Kintegral Advisory
New York
$586K +$13.9K +260 +2%
William Blair & Company
289
William Blair & Company
Illinois
$569K -$86.5K -1,614 -12%
SIC
290
Salem Investment Counselors
North Carolina
$561K
OC
291
Oppenheimer & Co
New York
$551K -$113K -2,113 -16%
IAA
292
Independent Advisor Alliance
North Carolina
$548K
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$523K -$44.6K -833 -7%
EAM
294
Eagle Asset Management
Florida
$523K -$18.7K -349 -3%
ANTB
295
AMG National Trust Bank
Colorado
$523K
PAS
296
Park Avenue Securities
New York
$511K -$77.9K -1,455 -13%
PG
297
Pendal Group
Australia
$511K +$57.1K +1,066 +12%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$497K +$171K +3,185 +48%
CC
299
Centiva Capital
New York
$491K +$204K +3,812 +64%
YMRC
300
Yorktown Management & Research Company
Virginia
$488K

IR Hedge Fund Activity: Q1 2022 in Review

612 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2022, worth a combined $19.9B — down 19% from $24.6B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of IR and 55 opened new positions — a net loss of 42 holders — while 211 trimmed existing stakes and 189 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $591M. The largest seller was Wellington Management Group, cutting an estimated $138M.

  • 612 institutional investors held Ingersoll Rand (IR) as of Q1 2022, down from 661 in Q4 2021.
  • Funds reported $19.9B of Ingersoll Rand stock for Q1 2022, down 19% quarter-over-quarter.
  • 55 funds opened new Ingersoll Rand positions in Q1 2022 and 97 closed out, a net change of -42 holders.
  • The largest Ingersoll Rand buyer in Q1 2022 was T. Rowe Price Associates, an estimated $591M added.
  • The largest Ingersoll Rand seller in Q1 2022 was Wellington Management Group, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2022.