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Ingersoll Rand

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587661 (+74)

3.64% more ownership

Funds ownership: 94.19%97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
376
Forum Financial Management
Illinois
$341K +$314K +5,515 New
AIP
377
Ameritas Investment Partners
Nebraska
$340K
HPC
378
HM Payson & Co
Maine
$337K
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$332K +$305K +5,359 New
CNC
380
Canandaigua National Corp
New York
$326K +$342 +6 +0.1%
PA
381
Profund Advisors
Maryland
$321K -$16.8K -295 -5%
SPC
382
Sigma Planning Corp
Michigan
$320K -$5.24K -92 -2%
TMAM
383
Tokio Marine Asset Management
Japan
$318K +$14.1K +248 +5%
ASN
384
Advisory Services Network
Georgia
$315K +$289K +5,077 New
BWP
385
BSW Wealth Partners
Colorado
$314K +$33.4K +586 +13%
HIM
386
Hotaling Investment Management
Pennsylvania
$310K +$2.96K +52 +1%
VI
387
Vestcor Inc
New Brunswick, Canada
$309K -$55.3K -971 -16%
MYAM
388
Meiji Yasuda Asset Management
Japan
$307K +$14.4K +253 +5%
AAM
389
Advisors Asset Management
Colorado
$306K -$60.1K -1,056 -18%
SPIA
390
Steward Partners Investment Advisory
New York
$306K +$67.4K +1,183 +31%
BFS
391
Bradley Foster & Sargent
Connecticut
$305K
MCC
392
Money Concepts Capital
Florida
$303K +$278K +4,890 New
ESB
393
Essex Savings Bank
Connecticut
$302K
SF
394
Synovus Financial
Georgia
$301K -$2.73K -48 -1%
KCM
395
Kanawha Capital Management
Virginia
$300K
WI
396
Wahed Invest
New York
$298K +$274K +4,819 New
B
397
Barings
North Carolina
$297K -$44.9K -789 -14%
Man Group
398
Man Group
United Kingdom
$296K -$1.05M -18,501 -79%
PK
399
Pflug Koory
Nebraska
$290K
ONB
400
Old National Bancorp
Indiana
$287K +$264K +4,634 New

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.