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Ingersoll Rand

717 hedge funds and large institutions have $25.3B invested in Ingersoll Rand in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $9.72M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682717 (+35)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0.21% less ownership

Funds ownership: 96.16%95.95% (-0.21%)

Holders
717
Holders Change
+35
Holders Change %
+5.13%
% of All Funds
11.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
82
Increased
243
Reduced
228
Closed
46
Calls
$30.7M
Puts
$9.72M
Net Calls
+$21M
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
376
VanEck Associates
New York
$621K -$93.1K -1,575 -14%
VI
377
Vestcor Inc
New Brunswick, Canada
$621K
MCM
378
MAI Capital Management
Ohio
$610K +$1.36K +23 +0.2%
SPA
379
Sherbrooke Park Advisers
New York
$608K +$550K +9,300 New
KWS
380
Keystone Wealth Services
California
$599K -$8.46K -143 -2%
GC
381
Guggenheim Capital
Illinois
$595K -$129K -2,176 -19%
KWA
382
Kingswood Wealth Advisors
California
$587K +$531K +8,984 New
IAN
383
Integrated Advisors Network
Texas
$587K +$6.27K +106 +1%
HBT
384
Heartland Bank & Trust
Illinois
$586K -$33.2K -562 -6%
ASN
385
Advisory Services Network
Georgia
$565K +$266K +4,494 +108%
RG
386
Rathbones Group
United Kingdom
$542K
TCM
387
Twin Capital Management
Pennsylvania
$527K -$12K -203 -2%
CCMG
388
Clark Capital Management Group
Pennsylvania
$525K -$177 -3 -0%
CG
389
Carmignac Gestion
France
$523K
S
390
SignatureFD
Georgia
$522K +$68.1K +1,152 +17%
KeyBank National Association
391
KeyBank National Association
Ohio
$520K -$6.44K -109 -1%
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$519K +$91.2K +1,543 +24%
HPC
393
HM Payson & Co
Maine
$514K
OC
394
Oarsman Capital
Wisconsin
$512K
PFO
395
Pathstone Family Office
New Jersey
$510K -$77.7K -1,314 -14%
CIM
396
Chiron Investment Management
New York
$509K +$460K +7,780 New
PP
397
Paloma Partners
Connecticut
$503K +$455K +7,695 New
V
398
Veritable
Delaware
$500K +$2.66K +45 +0.6%
BWP
399
BSW Wealth Partners
Colorado
$493K -$2.25K -38 -0.5%
Cambridge Investment Research Advisors
400
Cambridge Investment Research Advisors
Iowa
$487K +$48.7K +824 +12%

IR Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2023, worth a combined $25.3B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IR positions and 46 closed out — a net gain of 36 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $146M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 717 institutional investors held Ingersoll Rand (IR) as of Q2 2023, up from 682 in Q1 2023.
  • Funds reported $25.3B of Ingersoll Rand stock for Q2 2023, up 11% quarter-over-quarter.
  • 82 funds opened new Ingersoll Rand positions in Q2 2023 and 46 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q2 2023 was VOYA Investment Management, an estimated $146M added.
  • The largest Ingersoll Rand seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.