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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
IAN
326
Integrated Advisors Network
Texas
$1.2M -$22.9K -249 -2%
Assenagon Asset Management
327
Assenagon Asset Management
Luxembourg
$1.2M +$51.4K +559 +4%
CI
328
Cavalier Investments
Georgia
$1.2M +$34.2K +372 +3%
WB
329
WesBanco Bank
West Virginia
$1.2M -$60.5K -658 -5%
KRSITF
330
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.18M -$31.9K -347 -3%
Acadian Asset Management
331
Acadian Asset Management
Massachusetts
$1.18M +$1.19M +12,966 New
HA
332
Herold Advisors
New York
$1.17M +$63.2K +688 +6%
AAM
333
Azzad Asset Management
Virginia
$1.17M +$643 +7 +0.1%
NMIMC
334
Northwestern Mutual Investment Management Company
Wisconsin
$1.17M -$552 -6 -0%
IGAM
335
iA Global Asset Management
Quebec, Canada
$1.16M -$409K -4,448 -26%
RFC
336
Regions Financial Corp
Alabama
$1.16M -$232K -2,521 -16%
EF
337
Empirical Finance
Pennsylvania
$1.16M -$73K -794 -6%
William Blair & Company
338
William Blair & Company
Illinois
$1.16M +$30.4K +331 +3%
BP
339
Ballentine Partners
Massachusetts
$1.14M +$80.4K +875 +7%
TMAM
340
Tokio Marine Asset Management
Japan
$1.12M +$49.5K +539 +5%
MFS
341
Monetta Financial Services
Illinois
$1.09M
USAA
342
United Services Automobile Association
Texas
$1.08M -$79.6K -866 -7%
SSA
343
Schonfeld Strategic Advisors
New York
$1.07M -$2.97M -32,285 -73%
NERM
344
New England Research & Management
Illinois
$1.06M -$41.4K -450 -4%
SP
345
Symmetry Partners
Connecticut
$1.06M -$409K -4,447 -28%
WAM
346
Weatherly Asset Management
California
$1.06M +$14.3K +156 +1%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$42.2K +459 +4%
NIP
348
Nicholas Investment Partners
California
$1.05M +$1.06M +11,520 New
SA
349
Sanctuary Advisors
Indiana
$1.04M +$1.02M +11,099 New
MCM
350
MAI Capital Management
Ohio
$1.04M +$14.2K +154 +1%

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.