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Ingersoll Rand

866 hedge funds and large institutions have $39.3B invested in Ingersoll Rand in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 314 increasing their positions, 275 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $104M | Put options by funds: $26.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

33% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 73

14% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 275

9% more capital invested

Capital invested by funds: $36B → $39.3B (+$3.25B)

2% more funds holding

Funds holding: 850866 (+16)

0.78% more ownership

Funds ownership: 98.3%99.08% (+0.78%)

Holders
866
Holders Change
+16
Holders Change %
+1.88%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
97
Increased
314
Reduced
275
Closed
73
Calls
$104M
Puts
$26.9M
Net Calls
+$77.4M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
351
Monetta Financial Services
Illinois
$1.18M
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$1.18M -$119K -1,280 -10%
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.17M -$99.1K -1,066 -8%
Wolverine Trading
354
Wolverine Trading
Illinois
$1.17M +$1.11M +11,951 New
KeyBank National Association
355
KeyBank National Association
Ohio
$1.16M -$214K -2,306 -16%
WAM
356
Weatherly Asset Management
California
$1.14M -$2.04K -22 -0.2%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$1.14M +$2.51K +27 +0.2%
BEI
358
Benjamin Edwards Inc
Missouri
$1.13M +$1.07M +11,547 New
BFO
359
Boston Family Office
Massachusetts
$1.11M
SIC
360
Salem Investment Counselors
North Carolina
$1.09M
WW
361
Waterfront Wealth
Kansas
$1.08M +$17K +183 +2%
HPG
362
Harvest Portfolios Group
Ontario, Canada
$1.07M +$119K +1,283 +13%
CSIC
363
Clifford Swan Investment Counsel
California
$1.06M
MCM
364
MAI Capital Management
Ohio
$1.05M -$63.9K -688 -6%
DAS
365
Dynamic Advisor Solutions
Arizona
$1.05M +$612K +6,581 +161%
UCFA
366
United Capital Financial Advisors
Texas
$1.05M -$13.3K -143 -1%
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$1.04M +$342K +3,684 +53%
RWA
368
River Wealth Advisors
Pennsylvania
$1.01M -$9.48K -102 -1%
KWA
369
Kingswood Wealth Advisors
California
$1.01M +$36.8K +396 +4%
LIM
370
Leavell Investment Management
Alabama
$999K
BPC
371
Banque Pictet & Cie
Switzerland
$987K +$525K +5,650 +128%
ANTB
372
AMG National Trust Bank
Colorado
$974K
WI
373
Wahed Invest
New York
$962K +$93.7K +1,008 +11%
VSQM
374
V-Square Quantitative Management
Illinois
$956K +$128K +1,380 +17%
YMRC
375
Yorktown Management & Research Company
Virginia
$952K

IR Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2024, worth a combined $39.3B — up 9% from $36B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IR positions and 73 closed out — a net gain of 24 holders — while 314 added to existing stakes and 275 trimmed.

The largest buyer was Capital International Investors, adding an estimated $389M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 866 institutional investors held Ingersoll Rand (IR) as of Q3 2024, up from 850 in Q2 2024.
  • Funds reported $39.3B of Ingersoll Rand stock for Q3 2024, up 9% quarter-over-quarter.
  • 97 funds opened new Ingersoll Rand positions in Q3 2024 and 73 closed out, a net change of +24 holders.
  • The largest Ingersoll Rand buyer in Q3 2024 was Capital International Investors, an estimated $389M added.
  • The largest Ingersoll Rand seller in Q3 2024 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2024.