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Ingersoll Rand

850 hedge funds and large institutions have $36B invested in Ingersoll Rand in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $23.3M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

11% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 274

2.73% more ownership

Funds ownership: 95.57%98.3% (+2.7%)

0% more funds holding

Funds holding: 848850 (+2)

2% less capital invested

Capital invested by funds: $36.6B → $36B (-$552M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
850
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
12.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
304
Reduced
274
Closed
66
Calls
$98.1M
Puts
$23.3M
Net Calls
+$74.8M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
351
Walleye Capital
New York
$1.03M -$199K -2,161 -16%
BFO
352
Boston Family Office
Massachusetts
$1.03M
AI
353
Atria Investments
North Carolina
$1.03M +$1.04M +11,294 New
BCMO
354
Buckingham Capital Management (Ohio)
Ohio
$1.02M +$390K +4,242 +61%
SIC
355
Salem Investment Counselors
North Carolina
$1.01M
SPC
356
Sigma Planning Corp
Michigan
$1.01M +$32.3K +351 +3%
QCM
357
Quantinno Capital Management
New York
$1.01M +$198K +2,159 +24%
BCI
358
Brinker Capital Investments
Pennsylvania
$999K +$294K +3,199 +41%
OPS
359
Orion Portfolio Solutions
Nebraska
$999K +$294K +3,199 +41%
WW
360
Waterfront Wealth
Kansas
$998K +$23.9K +260 +2%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$997K +$131K +1,424 +15%
Squarepoint
362
Squarepoint
New York
$993K -$4.14K -45 -0.4%
SFI
363
Susquehanna Fundamental Investments
Pennsylvania
$981K -$239K -2,600 -19%
UCFA
364
United Capital Financial Advisors
Texas
$980K -$41.9K -456 -4%
CSIC
365
Clifford Swan Investment Counsel
California
$979K -$5.33K -58 -0.5%
Vontobel Holding
366
Vontobel Holding
Switzerland
$970K -$25.1K -273 -2%
S
367
SignatureFD
Georgia
$967K -$23.6K -257 -2%
ClearBridge Investments
368
ClearBridge Investments
New York
$948K +$959K +10,435 New
RWA
369
River Wealth Advisors
Pennsylvania
$948K -$12.1K -132 -1%
LIM
370
Leavell Investment Management
Alabama
$924K +$2.48K +27 +0.3%
CAS
371
CTC Alternative Strategies
Illinois
$908K +$919K +9,998 New
ANTB
372
AMG National Trust Bank
Colorado
$901K -$16.2K -176 -2%
KWA
373
Kingswood Wealth Advisors
California
$895K +$486K +5,290 +116%
RL
374
Retireful LLC
Michigan
$895K +$905K +9,847 New
YMRC
375
Yorktown Management & Research Company
Virginia
$881K

IR Hedge Fund Activity: Q2 2024 in Review

850 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2024, worth a combined $36B — down 1.5% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IR positions and 66 closed out — a net gain of 12 holders — while 304 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Artisan Partners, cutting an estimated $289M.

  • 850 institutional investors held Ingersoll Rand (IR) as of Q2 2024, up from 848 in Q1 2024.
  • Funds reported $36B of Ingersoll Rand stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 78 funds opened new Ingersoll Rand positions in Q2 2024 and 66 closed out, a net change of +12 holders.
  • The largest Ingersoll Rand buyer in Q2 2024 was Capital World Investors, an estimated $1.23B added.
  • The largest Ingersoll Rand seller in Q2 2024 was Artisan Partners, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2024.