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Ingersoll Rand

717 hedge funds and large institutions have $25.3B invested in Ingersoll Rand in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $9.72M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682717 (+35)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0.21% less ownership

Funds ownership: 96.16%95.95% (-0.21%)

Holders
717
Holders Change
+35
Holders Change %
+5.13%
% of All Funds
11.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
82
Increased
243
Reduced
228
Closed
46
Calls
$30.7M
Puts
$9.72M
Net Calls
+$21M
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
351
Empirical Finance
Pennsylvania
$752K +$83.7K +1,416 +14%
CI
352
Cavalier Investments
Georgia
$750K +$678K +11,470 New
Verition Fund Management
353
Verition Fund Management
Connecticut
$749K -$7.84M -132,566 -92%
CAM
354
Cresset Asset Management
Illinois
$748K +$676K +11,438 New
BFO
355
Boston Family Office
Massachusetts
$742K
CWA
356
Consilium Wealth Advisory
Texas
$742K +$67.3K +1,138 +11%
ECM
357
Everence Capital Management
Indiana
$739K
SFCL
358
Strengthening Families & Communities LLC
Massachusetts
$739K +$226K +3,821 +51%
BP
359
Ballentine Partners
Massachusetts
$738K +$18.4K +312 +3%
SIC
360
Salem Investment Counselors
North Carolina
$728K
VIM
361
Vinva Investment Management
Australia
$706K -$163K -2,764 -20%
IAA
362
Independent Advisor Alliance
North Carolina
$702K +$296 +5 +0%
Bessemer Group
363
Bessemer Group
New Jersey
$700K +$26K +440 +4%
BS
364
Banco Santander
Spain
$687K
PI
365
PineBridge Investments
New York
$684K +$453K +7,668 +274%
ANTB
366
AMG National Trust Bank
Colorado
$671K
LIM
367
Leavell Investment Management
Alabama
$665K -$6.03K -102 -1%
GT
368
Glenmede Trust
Pennsylvania
$658K
API
369
Advisor Partners II
California
$657K +$10.3K +175 +2%
IIA
370
IPG Investment Advisors
California
$657K +$594K +10,051 New
TMAM
371
Tokio Marine Asset Management
Japan
$642K +$18.5K +313 +3%
OTL
372
Oak Thistle LLC
New York
$637K +$122K +2,068 +27%
YMRC
373
Yorktown Management & Research Company
Virginia
$634K
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$633K +$24.4K +413 +4%
WW
375
Waterfront Wealth
Kansas
$633K +$37K +626 +7%

IR Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2023, worth a combined $25.3B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IR positions and 46 closed out — a net gain of 36 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $146M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 717 institutional investors held Ingersoll Rand (IR) as of Q2 2023, up from 682 in Q1 2023.
  • Funds reported $25.3B of Ingersoll Rand stock for Q2 2023, up 11% quarter-over-quarter.
  • 82 funds opened new Ingersoll Rand positions in Q2 2023 and 46 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q2 2023 was VOYA Investment Management, an estimated $146M added.
  • The largest Ingersoll Rand seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.