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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
351
Cavalier Investments
Georgia
$1.22M +$58.3K +681 +6%
NMIMC
352
Northwestern Mutual Investment Management Company
Wisconsin
$1.22M +$2.74K +32 +0.2%
FDP
353
Financiere des Professionnels
Quebec, Canada
$1.22M -$2.91M -34,007 -73%
USAA
354
United Services Automobile Association
Texas
$1.22M
PAM
355
Panagora Asset Management
Massachusetts
$1.21M +$3.25K +38 +0.3%
Assenagon Asset Management
356
Assenagon Asset Management
Luxembourg
$1.2M -$42.4K -496 -4%
Alyeska Investment Group
357
Alyeska Investment Group
Illinois
$1.19M -$339K -3,965 -24%
William Blair & Company
358
William Blair & Company
Illinois
$1.18M -$171 -2 -0%
HA
359
Herold Advisors
New York
$1.16M +$1.04M +12,195 New
NERM
360
New England Research & Management
Illinois
$1.16M +$8.55K +100 +0.8%
MFS
361
Monetta Financial Services
Illinois
$1.14M
TMAM
362
Tokio Marine Asset Management
Japan
$1.12M +$59.8K +699 +6%
BP
363
Ballentine Partners
Massachusetts
$1.11M +$21.3K +249 +2%
Handelsbanken Fonder
364
Handelsbanken Fonder
Sweden
$1.1M -$315K -3,685 -24%
VAS
365
Vestmark Advisory Solutions
Massachusetts
$1.09M +$679K +7,933 +221%
WAM
366
Weatherly Asset Management
California
$1.09M -$30.5K -356 -3%
BFO
367
Boston Family Office
Massachusetts
$1.08M
BCM
368
Bayesian Capital Management
New York
$1.07M +$744K +8,700 +335%
UCFA
369
United Capital Financial Advisors
Texas
$1.07M -$108K -1,258 -10%
MCM
370
MAI Capital Management
Ohio
$1.07M +$45.7K +534 +5%
SIC
371
Salem Investment Counselors
North Carolina
$1.06M -$171 -2 -0%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$38.8K +454 +4%
Squarepoint
373
Squarepoint
New York
$1.04M +$770 +9 +0.1%
Vontobel Holding
374
Vontobel Holding
Switzerland
$1.04M +$223K +2,602 +31%
S
375
SignatureFD
Georgia
$1.03M +$36.3K +424 +4%

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.