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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
HCM
326
Highview Capital Management
Illinois
$541K +$498K +8,741 New
OPPTF
327
OPSEU Pension Plan Trust Fund
Ontario, Canada
$540K +$3.76K +66 +0.7%
MML Investors Services
328
MML Investors Services
Massachusetts
$537K +$110K +1,938 +29%
OC
329
Oarsman Capital
Wisconsin
$530K
Schroder Investment Management Group
330
Schroder Investment Management Group
United Kingdom
$525K -$244K -4,280 -34%
AP
331
Advisor Partners
California
$518K +$53.2K +934 +13%
KIA
332
KCM Investment Advisors
California
$510K +$33.9K +595 +8%
WIM
333
Wilen Investment Management
Florida
$509K -$25.1K -440 -5%
V
334
Veritable
Delaware
$504K +$10.2K +180 +2%
Bessemer Group
335
Bessemer Group
New Jersey
$502K +$366K +6,419 +380%
SLI
336
Sumitomo Life Insurance
Japan
$500K -$12.9K -226 -3%
S
337
SignatureFD
Georgia
$496K +$246K +4,315 +116%
Alyeska Investment Group
338
Alyeska Investment Group
Illinois
$482K -$5.98M -104,965 -93%
RMC
339
Resources Management Corp
Connecticut
$479K -$56.9K -1,000 -11%
MAM
340
Morse Asset Management
Connecticut
$477K +$24.2K +425 +6%
SAM
341
Shell Asset Management
Netherlands
$476K +$148K +2,597 +51%
FFWA
342
FRG Family Wealth Advisors
Washington
$473K
IMRF
343
Illinois Municipal Retirement Fund
Illinois
$464K
KAS
344
Kestra Advisory Services
Texas
$464K +$34.3K +602 +9%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$455K
HT
346
Heritage Trust
Oklahoma
$450K -$1.82K -32 -0.4%
HBT
347
Heartland Bank & Trust
Illinois
$445K +$410K +7,193 New
IA
348
IndexIQ Advisors
New York
$434K +$15.7K +276 +4%
Vontobel Holding
349
Vontobel Holding
Switzerland
$428K +$86.6K +1,521 +28%
PCM
350
Parsons Capital Management
Rhode Island
$420K -$3.87K -68 -1%

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.