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Ingersoll Rand

522 hedge funds and large institutions have $11.4B invested in Ingersoll Rand in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

14% more capital invested

Capital invested by funds: $9.96B → $11.4B (+$1.39B)

0.26% more ownership

Funds ownership: 96.65%96.91% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 544522 (-22)

21% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 91

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
522
Holders Change
-22
Holders Change %
-4.04%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
139
Reduced
216
Closed
91
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.92M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
376
WhitTier Trust Company
Nevada
$37K +$23.1K +816 +161%
OPS
377
Orion Portfolio Solutions
Nebraska
$36K -$27.1K -958 -43%
SIAS
378
Shine Investment Advisory Services
Colorado
$35K -$1.38K -49 -4%
PVH
379
Psagot Value Holdings
Israel
$34K
KPW
380
Kore Private Wealth
New York
$33K
WB
381
Webster Bank
Connecticut
$33K
TCM
382
Tradewinds Capital Management
Washington
$32K
PMFA
383
Plante Moran Financial Advisors
Michigan
$32K +$32.1K +1,137 New
CB
384
Community Bank
New York
$31K
BFC
385
Bedel Financial Consulting
Indiana
$28K
CG
386
Cutler Group
California
$27K
IA
387
IndexIQ Advisors
New York
$27K +$27.4K +969 New
QT
388
Quantbot Technologies
New York
$27K +$27.8K +983 New
S
389
SignatureFD
Georgia
$26K -$1.98K -70 -7%
FP
390
Financial Perspectives
Minnesota
$25.8K
CFB
391
Cullen/Frost Bankers
Texas
$25K -$117K -4,135 -82%
MAM
392
Meeder Asset Management
Ohio
$24K -$194K -6,881 -89%
PCG
393
Private Capital Group
Connecticut
$24K +$763 +27 +3%
TPCW
394
TD Private Client Wealth
New York
$23.8K -$7.12K -252 -23%
ACA
395
Atlas Capital Advisors
Wyoming
$22.2K
SL
396
Savior LLC
Massachusetts
$22K -$1.38K -49 -6%
PFO
397
Pathstone Family Office
New Jersey
$22K
WT
398
Washington Trust
Rhode Island
$22K +$4.55K +161 +25%
RE
399
RBC Europe
United Kingdom
$21.5K
HR
400
Howe & Rusling
New York
$21K

IR Hedge Fund Activity: Q2 2020 in Review

522 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2020, worth a combined $11.4B — up 14% from $9.96B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of IR and 72 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $287M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $731M.

  • 522 institutional investors held Ingersoll Rand (IR) as of Q2 2020, down from 544 in Q1 2020.
  • Funds reported $11.4B of Ingersoll Rand stock for Q2 2020, up 14% quarter-over-quarter.
  • 72 funds opened new Ingersoll Rand positions in Q2 2020 and 91 closed out, a net change of -19 holders.
  • The largest Ingersoll Rand buyer in Q2 2020 was T. Rowe Price Associates, an estimated $287M added.
  • The largest Ingersoll Rand seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2020.