We are live on ! Find out more
IR icon

Ingersoll Rand
IR

545 hedge funds and large institutions have $9.96B invested in Ingersoll Rand in 2020 Q1 according to their latest regulatory filings, with 384 funds opening new positions, 132 increasing their positions, 19 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,322% more first-time investments, than exits

New positions opened: 384 | Existing positions closed: 27

595% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 19

187% more funds holding

Funds holding: 190 → 545 (+355)

23% more capital invested

Capital invested by funds: $8.07B → $9.96B (+$1.89B)

4.79% more ownership

Funds ownership: 91.86% → 96.65% (+4.8%)

19% less call options, than puts

Call options by funds: $4.91M | Put options by funds: $6.05M

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
545
Holders Change
+355
Holders Change %
+186.84%
% of All Funds
12.01%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
384
Increased
132
Reduced
19
Closed
27
Calls
$4.91M
Puts
$6.05M
Net Calls
-$1.14M
Net Calls Change
-$8.53M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$980M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$630M
3
BlackRock
BlackRock
New York
+$542M
4
State Street
State Street
Massachusetts
+$368M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$346M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$26.7M
2
SAM
Sandbar Asset Management
United Kingdom
-$20.8M
3
Barclays
Barclays
United Kingdom
-$20.4M
4
SAM
Scopus Asset Management
New York
-$19.5M
5
DP
DSAM Partners
United Kingdom
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
351
Ameritas Investment Partners
Nebraska
$138K +$177K +5,581 New
VFM
352
Viking Fund Management
North Dakota
$131K +$168K +5,294 New
CCM
353
Covington Capital Management
California
$127K +$162K +5,111 New
CFB
354
Cullen/Frost Bankers
Texas
$125K +$159K +5,019 New
WWM
355
Willingdon Wealth Management
North Carolina
$122K +$157K +4,928 New
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$119K -$56.1K -1,765 -27%
FCA
357
FinTrust Capital Advisors
South Carolina
$118K +$151K +4,748 New
TRCT
358
Tower Research Capital (TRC)
New York
$116K +$120K +3,764 +403%
SFM
359
Systematic Financial Management
New Jersey
$109K +$140K +4,412 New
Canada Pension Plan Investment Board
360
Canada Pension Plan Investment Board
Ontario, Canada
$107K +$137K +4,298 New
QI
361
QS Investors
New York
$107K +$137K +4,299 New
HNB
362
Huntington National Bank
Ohio
$106K +$126K +3,983 +1,369%
VNA
363
Valley National Advisers
Pennsylvania
$103K +$132K +4,168 New
SFS
364
Sowell Financial Services
Arkansas
$92K +$116K +3,655 +8,702%
ETC
365
Exchange Traded Concepts
Oklahoma
$92K +$118K +3,719 New
WT
366
Whittier Trust
California
$90K +$115K +3,617 New
SNT
367
Security National Trust
West Virginia
$90K +$115K +3,628 New
HWA
368
Heritage Wealth Advisors
Virginia
$84.5K +$108K +3,407 New
MRCM
369
M&R Capital Management
New Jersey
$83K +$106K +3,350 New
CFGS
370
Concourse Financial Group Securities
Alabama
$79K +$94.4K +2,973 +2,252%
MERSOM
371
Municipal Employees' Retirement System of Michigan
Michigan
$75K +$96.1K +3,026 New
FHA
372
First Horizon Advisors
Tennessee
$75K +$96.4K +3,036 New
CIA
373
CSat Investment Advisory
Michigan
$74K +$88.9K +2,799 +1,290%
RIM
374
Rampart Investment Management
Connecticut
$63K +$81.1K +2,555 New
Walleye Trading
375
Walleye Trading
New York
$60K +$77.2K +2,432 New
13 14
15
16 17

IR Hedge Fund Activity: Q1 2020 in Review

545 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2020, worth a combined $9.96B — up 23% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 384 funds opened new IR positions and 27 closed out — a net gain of 357 holders — while 132 added to existing stakes and 19 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $980M. The largest seller was Jennison Associates, exiting entirely with an estimated $26.7M sold.

  • 545 institutional investors held Ingersoll Rand (IR) as of Q1 2020, up from 190 in Q4 2019.
  • Funds reported $9.96B of Ingersoll Rand stock for Q1 2020, up 23% quarter-over-quarter.
  • 384 funds opened new Ingersoll Rand positions in Q1 2020 and 27 closed out, a net change of +357 holders.
  • The largest Ingersoll Rand buyer in Q1 2020 was T. Rowe Price Associates, an estimated $980M added.
  • The largest Ingersoll Rand seller in Q1 2020 was Jennison Associates, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2020.