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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
YMRC
301
Yorktown Management & Research Company
Virginia
$473K +$476K +9,700 New
SC
302
Scotia Capital
Ontario, Canada
$465K -$17.1K -349 -4%
Marshall Wace
303
Marshall Wace
United Kingdom
$465K +$468K +9,531 New
KeyBank National Association
304
KeyBank National Association
Ohio
$458K -$5.79K -118 -1%
UIM
305
USS Investment Management
United Kingdom
$452K
BP
306
Ballentine Partners
Massachusetts
$448K +$245 +5 +0.1%
American Century Companies
307
American Century Companies
Missouri
$446K +$86.7K +1,767 +24%
PG
308
Pendal Group
Australia
$445K -$8.98K -183 -2%
MCM
309
MAI Capital Management
Ohio
$444K +$785 +16 +0.2%
WSCM
310
Wellington Shields Capital Management
New York
$441K
OPPTF
311
OPSEU Pension Plan Trust Fund
Ontario, Canada
$440K -$359K -7,324 -45%
BBVA
312
Banco Bilbao Vizcaya Argentaria
Spain
$439K +$34.6K +706 +9%
RIM
313
Redpoint Investment Management
Australia
$435K
SLI
314
Sumitomo Life Insurance
Japan
$433K -$62.5K -1,273 -13%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$427K -$3.29K -67 -0.8%
WIM
316
Wilen Investment Management
Florida
$422K -$4.32K -88 -1%
OC
317
Oarsman Capital
Wisconsin
$418K
FFWA
318
FRG Family Wealth Advisors
Washington
$415K
RMC
319
Resources Management Corp
Connecticut
$414K -$196 -4 -0%
CIC
320
Carnegie Investment Counsel
Ohio
$406K +$196K +4,000 +93%
QSS
321
Quantitative Systematic Strategies
Florida
$399K -$153K -3,116 -28%
KIA
322
KCM Investment Advisors
California
$398K -$18.1K -369 -4%
Wolverine Trading
323
Wolverine Trading
Illinois
$398K +$403K +8,206 New
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$386K +$16.4K +334 +4%
Rafferty Asset Management
325
Rafferty Asset Management
New York
$381K +$66.9K +1,363 +21%

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.