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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
HWA
401
Heritage Wealth Advisors
Virginia
$161K
CA
402
Clearstead Advisors
Ohio
$160K -$6.38K -130 -4%
HNB
403
Huntington National Bank
Ohio
$155K
VNA
404
Valley National Advisers
Pennsylvania
$150K
CCM
405
Covington Capital Management
California
$134K -$13.6K -277 -9%
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$130K +$5.89K +120 +5%
S
407
SignatureFD
Georgia
$129K +$87.2K +1,777 +203%
SWM
408
Spire Wealth Management
Virginia
$120K -$42K -855 -26%
Bessemer Group
409
Bessemer Group
New Jersey
$105K +$68.7K +1,400 +190%
CIM
410
CCLA Investment Management
United Kingdom
$104K +$105M +2,139,668 New
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.2K
PA
412
Parallel Advisors
California
$96K +$19.9K +406 +26%
SDIC
413
South Dakota Investment Council
South Dakota
$93K
SPIA
414
Steward Partners Investment Advisory
New York
$92K -$26.6K -543 -22%
GWM
415
Geneos Wealth Management
Colorado
$90K
APWA
416
Atlas Private Wealth Advisors
New Jersey
$86K -$2.94K -60 -3%
HFM
417
Harvest Fund Management
China
$86K
JGIA
418
Jackson Grant Investment Advisers
Connecticut
$82K +$1.23K +25 +2%
CPA
419
Cowen Prime Advisors
New York
$80K
WQ
420
Wealth Quarterback
New Jersey
$80K +$79.8K +1,626 New
HI
421
Harbour Investments
Wisconsin
$79K -$2.16K -44 -3%
CFGS
422
Concourse Financial Group Securities
Alabama
$78K -$2.26K -46 -3%
AF
423
Allworth Financial
California
$78K
MA
424
Montag & Associates
Georgia
$76K -$21.6K -441 -22%
First Manhattan
425
First Manhattan
New York
$73K -$10.4K -211 -12%

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.