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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
JG
326
Jefferies Group
New York
$376K +$378K +7,701 New
V
327
Veritable
Delaware
$375K
HT
328
Heritage Trust
Oklahoma
$368K -$26.2K -533 -7%
IMRF
329
Illinois Municipal Retirement Fund
Illinois
$366K -$1.61M -32,886 -81%
BFEC
330
Benjamin F. Edwards & Company
Missouri
$359K
DCM
331
Dupont Capital Management
Delaware
$356K +$358K +7,300 New
KAS
332
Kestra Advisory Services
Texas
$351K +$19.4K +396 +6%
WAM
333
World Asset Management
Michigan
$343K
PCM
334
Parsons Capital Management
Rhode Island
$336K -$6.48K -132 -2%
LS
335
Livforsakringsbolaget Skandia
Sweden
$335K +$152K +3,100 +82%
GBT
336
Grove Bank & Trust
Florida
$334K -$393 -8 -0.1%
AP
337
Advisor Partners
California
$333K +$5.5K +112 +2%
XT
338
XTX Topco
Cayman Islands
$332K +$333K +6,792 New
TYCC
339
Texas Yale Capital Corp
Florida
$327K
BCV
340
Banque Cantonale Vaudoise
Switzerland
$315K -$694K -14,135 -69%
VI
341
Vestcor Inc
New Brunswick, Canada
$309K -$29.4K -600 -9%
ZCA
342
Zeke Capital Advisors
Pennsylvania
$308K
DC
343
Davenport & Co
Virginia
$304K
MML Investors Services
344
MML Investors Services
Massachusetts
$301K -$23.8K -484 -7%
NME
345
Notis-McConarty Edward
$301K
IA
346
IndexIQ Advisors
New York
$301K +$11.1K +226 +4%
AAM
347
Auxier Asset Management
Oregon
$296K
RPC
348
Rossmore Private Capital
Connecticut
$293K
SAM
349
Shell Asset Management
Netherlands
$290K -$31.1K -634 -10%
FNBT
350
FineMark National Bank & Trust
Florida
$290K -$20.4K -415 -7%

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.