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Ingersoll Rand

573 hedge funds and large institutions have $19.7B invested in Ingersoll Rand in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 159

2.73% more ownership

Funds ownership: 94.15%96.88% (+2.7%)

2% more capital invested

Capital invested by funds: $19.4B → $19.7B (+$324M)

8% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $24.4M

2% less funds holding

Funds holding: 586573 (-13)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
9.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
203
Reduced
159
Closed
60
Calls
$22.5M
Puts
$24.4M
Net Calls
-$1.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
376
Essex Savings Bank
Connecticut
$233K
HIM
377
Hotaling Investment Management
Pennsylvania
$232K +$687 +14 +0.3%
BHC
378
Bowen Hanes & Co
Florida
$226K
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$224K
PA
380
Pinnacle Associates
New York
$221K +$9.67K +197 +5%
GIA
381
Guyasuta Investment Advisors
Pennsylvania
$220K
CAM
382
Cresset Asset Management
Illinois
$217K +$8.39K +171 +4%
CC
383
Centiva Capital
New York
$216K +$217K +4,417 New
CA
384
Cullinan Associates
Kentucky
$215K
HHGA
385
Halbert Hargrove Global Advisors
California
$215K
NSEDCP
386
NJ State Employees Deferred Compensation Plan
New Jersey
$215K
SFM
387
Systematic Financial Management
New Jersey
$215K
OIA
388
OneDigital Investment Advisors
Kansas
$215K +$216K +4,399 New
BCB
389
Brian C. Broderick
$214K
CCM
390
Compton Capital Management
Rhode Island
$212K
SA
391
Strategic Advisors
New York
$211K
APP
392
Avantax Planning Partners
Iowa
$206K +$207K +4,218 New
CFIA
393
Cantor Fitzgerald Investment Advisors
New York
$206K +$208K +4,234 New
FWCM
394
Ferguson Wellman Capital Management
Oregon
$204K -$1.77K -36 -0.9%
SWP
395
Stratos Wealth Partners
Ohio
$204K
TMAM
396
Tokio Marine Asset Management
Japan
$203K +$204K +4,157 New
SIM
397
Sentry Investment Management
Wisconsin
$189K +$26.6K +541 +16%
CHC
398
City Holding Co
West Virginia
$173K -$2.94K -60 -2%
WT
399
Whittier Trust
California
$169K
SNT
400
Security National Trust
West Virginia
$164K -$10.8K -220 -6%

IR Hedge Fund Activity: Q2 2021 in Review

573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2021, worth a combined $19.7B — up 1.7% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IR and 54 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 203 added.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $736M.

  • 573 institutional investors held Ingersoll Rand (IR) as of Q2 2021, down from 586 in Q1 2021.
  • Funds reported $19.7B of Ingersoll Rand stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 54 funds opened new Ingersoll Rand positions in Q2 2021 and 60 closed out, a net change of -6 holders.
  • The largest Ingersoll Rand buyer in Q2 2021 was JP Morgan Chase, an estimated $340M added.
  • The largest Ingersoll Rand seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2021.