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Ingersoll Rand

850 hedge funds and large institutions have $36B invested in Ingersoll Rand in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $23.3M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

11% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 274

2.73% more ownership

Funds ownership: 95.57%98.3% (+2.7%)

0% more funds holding

Funds holding: 848850 (+2)

2% less capital invested

Capital invested by funds: $36.6B → $36B (-$552M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
850
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
12.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
304
Reduced
274
Closed
66
Calls
$98.1M
Puts
$23.3M
Net Calls
+$74.8M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
301
Strengthening Families & Communities LLC
Massachusetts
$1.55M +$86.4K +940 +6%
EOJOAM
302
E. Ohman J:or Asset Management
Sweden
$1.54M
CTC
303
Central Trust Company
Missouri
$1.54M -$73.8K -803 -5%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$1.53M +$35.1K +382 +2%
AP
305
Archon Partners
New Jersey
$1.5M
BCG
306
Breakwater Capital Group
New Jersey
$1.48M -$92 -1 -0%
Wealth Enhancement Advisory Services
307
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$156K +1,697 +12%
LOAMS
308
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.48M -$406K -4,419 -21%
DC
309
Davenport & Co
Virginia
$1.48M -$9.84K -107 -0.7%
VIM
310
Vinva Investment Management
Australia
$1.44M +$78.9K +858 +6%
Public Sector Pension Investment Board (PSP Investments)
311
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.41M +$602K +6,549 +73%
XT
312
XTX Topco
Cayman Islands
$1.38M +$1.39M +15,168 New
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$1.37M -$57.3K -623 -4%
RJT
314
Raymond James Trust
Florida
$1.37M +$6.71K +73 +0.5%
MCM
315
Mill Capital Management
North Carolina
$1.35M -$92 -1 -0%
NMM
316
Naples Money Management
Florida
$1.33M +$1.37M +14,850 +29,700%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$1.33M +$125K +1,357 +10%
IC
318
IEQ Capital
California
$1.32M +$122K +1,331 +10%
CWA
319
Consilium Wealth Advisory
Texas
$1.31M -$34.1K -371 -3%
NB
320
Norinchukin Bank
Japan
$1.31M +$25.1K +273 +2%
VAS
321
Vestmark Advisory Solutions
Massachusetts
$1.3M +$255K +2,772 +24%
KeyBank National Association
322
KeyBank National Association
Ohio
$1.28M +$31.5K +343 +2%
LTAS
323
Linden Thomas Advisory Services
North Carolina
$1.23M -$123K -1,336 -9%
CCP
324
Carmel Capital Partners
California
$1.22M -$135K -1,470 -10%
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$1.2M -$176K -1,917 -13%

IR Hedge Fund Activity: Q2 2024 in Review

850 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2024, worth a combined $36B — down 1.5% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IR positions and 66 closed out — a net gain of 12 holders — while 304 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Artisan Partners, cutting an estimated $289M.

  • 850 institutional investors held Ingersoll Rand (IR) as of Q2 2024, up from 848 in Q1 2024.
  • Funds reported $36B of Ingersoll Rand stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 78 funds opened new Ingersoll Rand positions in Q2 2024 and 66 closed out, a net change of +12 holders.
  • The largest Ingersoll Rand buyer in Q2 2024 was Capital World Investors, an estimated $1.23B added.
  • The largest Ingersoll Rand seller in Q2 2024 was Artisan Partners, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2024.