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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | 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: 23 (+1)

24% more capital invested

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

17% more funds holding

Funds holding: 503586 (+83)

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
+83
Holders Change %
+16.5%
% 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
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$147K +$166 +4 +0.1%
VNA
402
Valley National Advisers
Pennsylvania
$140K -$20.2K -489 -14%
HNB
403
Huntington National Bank
Ohio
$139K -$12.6K -305 -9%
CCM
404
Covington Capital Management
California
$138K -$123K -2,978 -50%
Simplex Trading
405
Simplex Trading
Illinois
$131K +$119K +2,887 New
RWB
406
RMR Wealth Builders
New Jersey
$120K +$109K +2,639 New
O
407
Ossiam
France
$111K -$1.3M -31,364 -93%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$111K +$9.72K +235 +11%
RA
409
Reby Advisors
Connecticut
$105K +$95.7K +2,313 New
SPIA
410
Steward Partners Investment Advisory
New York
$99K +$5.5K +133 +7%
PCA
411
Peddock Capital Advisors
Massachusetts
$99K +$89.9K +2,172 New
MRCM
412
M&R Capital Management
New Jersey
$96K -$51.1K -1,235 -37%
APA
413
American Portfolios Advisors
New York
$95.8K -$3.44K -83 -4%
GWM
414
Geneos Wealth Management
Colorado
$93K +$7.86K +190 +11%
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.7K +$63.6K +1,538 +324%
CI
416
CX Institutional
Indiana
$91K +$70.1K +1,694 +543%
MA
417
Montag & Associates
Georgia
$91K +$82.4K +1,992 New
SDIC
418
South Dakota Investment Council
South Dakota
$87K +$78.6K +1,900 New
VFA
419
Valeo Financial Advisors
Indiana
$86K +$71.6K +1,730 +1,177%
APWA
420
Atlas Private Wealth Advisors
New Jersey
$82K +$1.74K +42 +2%
BSSFA
421
Baron Silver Stevens Financial Advisors
Florida
$82K +$75.4K +1,821 New
First Manhattan
422
First Manhattan
New York
$78K -$18.3K -441 -20%
CPA
423
Cowen Prime Advisors
New York
$74K
OIA
424
Optimum Investment Advisors
Illinois
$74K
AF
425
Allworth Financial
California
$73K

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: 124 funds opened new IR positions and 37 closed out — a net gain of 87 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 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 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.