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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
HT
326
Heritage Trust
Oklahoma
$379K -$9.48K -229 -3%
BBVA
327
Banco Bilbao Vizcaya Argentaria
Spain
$369K +$43.7K +1,057 +15%
FA
328
FMA Advisory
Pennsylvania
$353K -$19.2K -465 -6%
BCV
329
Banque Cantonale Vaudoise
Switzerland
$351K
V
330
Veritable
Delaware
$348K -$8.23K -199 -3%
WAM
331
World Asset Management
Michigan
$348K -$1.12K -27 -0.4%
CNC
332
Canandaigua National Corp
New York
$347K -$294K -7,093 -48%
BBA
333
BLB&B Advisors
Pennsylvania
$347K -$44.3K -1,071 -12%
IMRF
334
Illinois Municipal Retirement Fund
Illinois
$342K +$174K +4,212 +128%
FNBT
335
FineMark National Bank & Trust
Florida
$338K -$3.93K -95 -1%
PAS
336
Park Avenue Securities
New York
$336K +$32.8K +792 +12%
BFEC
337
Benjamin F. Edwards & Company
Missouri
$335K -$3.64K -88 -1%
VI
338
Vestcor Inc
New Brunswick, Canada
$323K -$25.4K -614 -8%
PCM
339
Parsons Capital Management
Rhode Island
$320K -$1.78K -43 -0.6%
TYCC
340
Texas Yale Capital Corp
Florida
$315K
MCM
341
MAI Capital Management
Ohio
$313K +$2.28K +55 +0.8%
GBT
342
Grove Bank & Trust
Florida
$312K -$331 -8 -0.1%
HPC
343
HM Payson & Co
Maine
$311K
AP
344
Advisor Partners
California
$311K +$290 +7 +0.1%
SAM
345
Shell Asset Management
Netherlands
$306K -$239K -5,766 -46%
Group One Trading
346
Group One Trading
Illinois
$292K +$265K +6,407 New
Vontobel Holding
347
Vontobel Holding
Switzerland
$292K +$273K +6,608 New
ZCA
348
Zeke Capital Advisors
Pennsylvania
$287K -$140K -3,385 -35%
NME
349
Notis-McConarty Edward
$281K
MML Investors Services
350
MML Investors Services
Massachusetts
$277K -$24.3K -587 -9%

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.