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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
MAM
351
Morse Asset Management
Connecticut
$289K -$7.36K -150 -2%
LNB
352
Ledyard National Bank
$285K
MMHP
353
Murphy Middleton Hinkle & Parker
Georgia
$283K
HPC
354
HM Payson & Co
Maine
$279K
HCA
355
Harbour Capital Advisors
Virginia
$277K +$279K +5,675 New
GT
356
Greenleaf Trust
Michigan
$272K +$9.13K +186 +3%
BBA
357
BLB&B Advisors
Pennsylvania
$269K -$70.6K -1,439 -21%
Vontobel Holding
358
Vontobel Holding
Switzerland
$265K
SPC
359
Sigma Planning Corp
Michigan
$264K +$265K +5,406 New
CNC
360
Canandaigua National Corp
New York
$262K -$540 -11 -0.2%
CC
361
Cipher Capital
New York
$261K +$263K +5,355 New
SCA
362
Snowden Capital Advisors
New York
$256K -$28.1K -573 -10%
AIP
363
Ameritas Investment Partners
Nebraska
$255K -$17.1K -349 -6%
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$254K -$3.24K -66 -1%
PA
365
Profund Advisors
Maryland
$251K +$9.81K +200 +4%
PK
366
Pflug Koory
Nebraska
$246K
GCP
367
GSA Capital Partners
United Kingdom
$244K -$24.6K -501 -9%
HIC
368
Holderness Investments Company
North Carolina
$244K -$932 -19 -0.4%
CCM
369
Coldstream Capital Management
Washington
$243K -$1.23K -25 -0.5%
GT
370
Glenmede Trust
Pennsylvania
$240K -$14.9K -303 -6%
BFS
371
Bradley Foster & Sargent
Connecticut
$240K
KCM
372
Kanawha Capital Management
Virginia
$237K
SF
373
Synovus Financial
Georgia
$236K +$9.67K +197 +4%
VPIM
374
Vanguard Personalized Indexing Management
California
$236K +$237K +4,830 New
EWA
375
Exencial Wealth Advisors
Oklahoma
$236K +$237K +4,833 New

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.