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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
301
KeyBank National Association
Ohio
$480K -$103K -2,499 -19%
YIH
302
Y-Intercept (HK)
Hong Kong
$479K +$438K +10,591 New
SLI
303
Sumitomo Life Insurance
Japan
$471K -$72K -1,741 -14%
AC
304
Apogem Capital
New York
$461K +$419K +10,114 New
BPC
305
Banque Pictet & Cie
Switzerland
$456K +$82.8K +2,000 +25%
CWS
306
Cypress Wealth Services
California
$442K +$401K +9,695 New
SC
307
Scotia Capital
Ontario, Canada
$428K +$389K +9,394 New
GAM
308
Gotham Asset Management
New York
$427K -$1.53K -37 -0.4%
BP
309
Ballentine Partners
Massachusetts
$422K -$32.9K -794 -8%
UIM
310
USS Investment Management
United Kingdom
$422K
SFS
311
Sowell Financial Services
Arkansas
$418K -$3.72K -90 -1%
JF
312
Jump Financial
Illinois
$418K +$380K +9,174 New
AAM
313
Auxier Asset Management
Oregon
$417K
WSCM
314
Wellington Shields Capital Management
New York
$411K +$374K +9,028 New
WIM
315
Wilen Investment Management
Florida
$410K -$28.4K -686 -7%
BBHC
316
Brown Brothers Harriman & Co
New York
$404K +$16.2K +391 +5%
DC
317
Davenport & Co
Virginia
$402K +$15.7K +380 +4%
PG
318
Pendal Group
Australia
$401K +$37.3K +901 +11%
SSG
319
Summit Securities Group
New York
$397K +$361K +8,712 New
KIA
320
KCM Investment Advisors
California
$391K -$14.4K -348 -4%
OC
321
Oarsman Capital
Wisconsin
$391K
RMC
322
Resources Management Corp
Connecticut
$389K +$8.69K +210 +3%
Verition Fund Management
323
Verition Fund Management
Connecticut
$388K -$218K -5,257 -38%
FFWA
324
FRG Family Wealth Advisors
Washington
$388K
KAS
325
Kestra Advisory Services
Texas
$382K +$349K +8,439 New

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.