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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
376
Rakuten Investment Management
Japan
$1.03M +$845K +9,884 +987%
AC
377
AXQ Capital
New Jersey
$1.03M +$927K +10,837 New
CSIC
378
Clifford Swan Investment Counsel
California
$1.03M -$42.3K -494 -4%
SPC
379
Sigma Planning Corp
Michigan
$1.02M +$608K +7,107 +194%
MIH
380
Meitav Investment House
Israel
$1.02M +$916K +10,707 New
RWA
381
River Wealth Advisors
Pennsylvania
$1M -$38.9K -455 -4%
WW
382
Waterfront Wealth
Kansas
$994K +$31K +363 +4%
LIM
383
Leavell Investment Management
Alabama
$963K -$2.31K -27 -0.3%
ANTB
384
AMG National Trust Bank
Colorado
$959K
YMRC
385
Yorktown Management & Research Company
Virginia
$921K
BFEC
386
Benjamin F. Edwards & Company
Missouri
$907K
AWS
387
Atria Wealth Solutions
New York
$893K +$72.8K +851 +10%
II
388
Inspire Investing
Idaho
$889K +$801K +9,359 New
CG
389
CFO4Life Group
Texas
$887K -$65.7K -768 -8%
KWS
390
Keystone Wealth Services
California
$870K
PAG
391
Private Advisor Group
New Jersey
$866K -$50K -584 -6%
VSQM
392
V-Square Quantitative Management
Illinois
$865K +$139K +1,629 +22%
GC
393
Guggenheim Capital
Illinois
$860K +$8.81K +103 +1%
FF
394
Friedenthal Financial
New Jersey
$851K +$767K +8,966 New
CW
395
CreativeOne Wealth
Kansas
$851K +$263K +3,078 +52%
RG
396
Rathbones Group
United Kingdom
$847K
Public Sector Pension Investment Board (PSP Investments)
397
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$847K -$25.7K -300 -3%
QCM
398
Quantinno Capital Management
New York
$846K +$372K +4,347 +95%
CIM
399
Contravisory Investment Management
Massachusetts
$844K -$5.47K -64 -0.7%
KA
400
Kintegral Advisory
New York
$843K -$2.4K -28 -0.3%

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.