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Ingersoll Rand

522 hedge funds and large institutions have $11.4B invested in Ingersoll Rand in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

14% more capital invested

Capital invested by funds: $9.96B → $11.4B (+$1.39B)

0.26% more ownership

Funds ownership: 96.65%96.91% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 544522 (-22)

21% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 91

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
522
Holders Change
-22
Holders Change %
-4.04%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
139
Reduced
216
Closed
91
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.92M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
351
Beese Fulmer Investment Management
Ohio
$71K -$238K -8,427 -77%
CPA
352
Cowen Prime Advisors
New York
$69K
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$65K -$70.6K -2,498 -52%
APA
354
American Portfolios Advisors
New York
$64.7K +$5.9K +209 +10%
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$60K -$589K -20,835 -91%
First Manhattan
356
First Manhattan
New York
$60K -$3.5K -124 -5%
PAG
357
Private Advisor Group
New Jersey
$57K +$57.3K +2,028 New
ZB
358
Zions Bancorporation
Utah
$55K -$7.97K -282 -13%
PA
359
Parallel Advisors
California
$50K -$9.38K -332 -16%
MA
360
MUFG Americas
New York
$50K
APWA
361
Atlas Private Wealth Advisors
New Jersey
$50K +$49.8K +1,764 New
OIA
362
Optimum Investment Advisors
Illinois
$46K -$9.94K -352 -18%
GWM
363
Geneos Wealth Management
Colorado
$45K -$1.98K -70 -4%
AF
364
Allworth Financial
California
$45K
Group One Trading
365
Group One Trading
Illinois
$45K +$45.2K +1,600 New
OCM
366
Ovata Capital Management
Hong Kong
$45K +$45.2K +1,600 New
IA
367
IFP Advisors
Florida
$42K -$18.6K -657 -31%
EIM
368
Essex Investment Management
Massachusetts
$42K -$11.8K -419 -22%
MCM
369
Manchester Capital Management
Vermont
$42K
HFM
370
Hartford Financial Management
Connecticut
$41K
TPWA
371
TRUE Private Wealth Advisors
Oregon
$41K +$38.8K +1,373 +1,560%
QCG
372
Quadrant Capital Group
Ohio
$40K -$24.6K -871 -38%
SPIA
373
Steward Partners Investment Advisory
New York
$38K -$26.6K -942 -41%
HDIM
374
Hanson & Doremus Investment Management
Vermont
$38K
JGIA
375
Jackson Grant Investment Advisers
Connecticut
$38K

IR Hedge Fund Activity: Q2 2020 in Review

522 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2020, worth a combined $11.4B — up 14% from $9.96B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of IR and 72 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $287M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $731M.

  • 522 institutional investors held Ingersoll Rand (IR) as of Q2 2020, down from 544 in Q1 2020.
  • Funds reported $11.4B of Ingersoll Rand stock for Q2 2020, up 14% quarter-over-quarter.
  • 72 funds opened new Ingersoll Rand positions in Q2 2020 and 91 closed out, a net change of -19 holders.
  • The largest Ingersoll Rand buyer in Q2 2020 was T. Rowe Price Associates, an estimated $287M added.
  • The largest Ingersoll Rand seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2020.