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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
PAS
301
Park Avenue Securities
New York
$718K +$18.7K +329 +3%
Squarepoint
302
Squarepoint
New York
$716K -$5.26M -92,455 -89%
KA
303
Kintegral Advisory
New York
$704K
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$694K +$20.8K +365 +3%
SIC
305
Salem Investment Counselors
North Carolina
$689K
PCM
306
Penserra Capital Management
California
$685K -$118K -2,069 -16%
IAA
307
Independent Advisor Alliance
North Carolina
$673K
KRSITF
308
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$663K +$56.8K +998 +10%
EAM
309
Eagle Asset Management
Florida
$657K +$611K +10,737 New
ANTB
310
AMG National Trust Bank
Colorado
$642K
BPC
311
Banque Pictet & Cie
Switzerland
$632K +$12.1K +212 +2%
KeyBank National Association
312
KeyBank National Association
Ohio
$605K +$3.13K +55 +0.6%
YMRC
313
Yorktown Management & Research Company
Virginia
$600K
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$597K +$26.4K +463 +5%
KWS
315
Keystone Wealth Services
California
$596K +$549K +9,638 New
RG
316
Rathbones Group
United Kingdom
$579K -$45.2K -794 -8%
SC
317
Scotia Capital
Ontario, Canada
$579K -$22K -387 -4%
BP
318
Ballentine Partners
Massachusetts
$569K
CI
319
Cigna Investments
Connecticut
$568K -$172K -3,018 -25%
PG
320
Pendal Group
Australia
$562K -$7.52K -132 -1%
WSCM
321
Wellington Shields Capital Management
New York
$559K +$514K +9,028 New
VPIM
322
Vanguard Personalized Indexing Management
California
$558K +$195K +3,420 +61%
TCM
323
Twin Capital Management
Pennsylvania
$557K +$513K +9,002 New
RIM
324
Redpoint Investment Management
Australia
$551K
OQS
325
Occudo Quantitative Strategies
Florida
$545K -$524K -9,204 -51%

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.