We are live on ! Find out more
IR icon

Ingersoll Rand
IR

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

16% more funds holding

Funds holding: 504 → 586 (+82)

3.5% less ownership

Funds ownership: 96.9% → 93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+82
Holders Change %
+16.27%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
123
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$264M
2
Holocene Advisors
Holocene Advisors
New York
+$75.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$64.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$50.3M
5
Millennium Management
Millennium Management
New York
+$29.6M

Top Sellers

Rank Fund Capital Flow
1
DCP
D1 Capital Partners
New York
-$368M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$339M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$92.3M
5
UBS AM
UBS AM
Illinois
-$63.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$224K – – –
DHFB
377
Dixon Hubard Feinour & Brown
Virginia
$224K – – –
Cambridge Investment Research Advisors
378
Cambridge Investment Research Advisors
Iowa
$224K +$203K +4,906 New
BFS
379
Bradley Foster & Sargent
Connecticut
$224K +$204K +4,927 New
CI
380
Conning Inc
Connecticut
$223K +$202K +4,891 New
KCM
381
Kanawha Capital Management
Virginia
$221K +$201K +4,850 New
HIM
382
Hotaling Investment Management
Pennsylvania
$218K +$198K +4,776 New
ESB
383
Essex Savings Bank
Connecticut
$214K +$194K +4,700 New
SCA
384
Snowden Capital Advisors
New York
$212K +$192K +4,644 New
BHC
385
Bowen Hanes & Co
Florida
$211K +$192K +4,629 New
GIA
386
Guyasuta Investment Advisors
Pennsylvania
$205K +$186K +4,499 New
PA
387
Profund Advisors
Maryland
$205K +$186K +4,506 New
SF
388
Synovus Financial
Georgia
$205K +$187K +4,517 New
BCB
389
Brian C. Broderick
$202K +$184K +4,435 New
SFM
390
Systematic Financial Management
New Jersey
$201K – – –
CCM
391
Compton Capital Management
Rhode Island
$201K +$182K +4,401 New
NSEDCP
392
NJ State Employees Deferred Compensation Plan
New Jersey
$201K +$183K +4,412 New
HHGA
393
Halbert Hargrove Global Advisors
California
$201K +$183K +4,413 New
LS
394
Livforsakringsbolaget Skandia
Sweden
$171K – – –
CHC
395
City Holding Co
West Virginia
$166K -$5.46K -132 -3%
SNT
396
Security National Trust
West Virginia
$163K – – –
PMFA
397
Plante Moran Financial Advisors
Michigan
$161K +$99.6K +2,407 +212%
HWA
398
Heritage Wealth Advisors
Virginia
$155K – – –
CA
399
Clearstead Advisors
Ohio
$154K +$140K +3,381 New
IAIM
400
International Assets Investment Management
Florida
$152K +$138K +3,326 New
14 15
16
17 18

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 37 closed out — a net gain of 86 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 504 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +86 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.