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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
MS
401
Maven Securities
Jersey
$285K -$10.4K -182 -4%
HIC
402
Holderness Investments Company
North Carolina
$283K
GIA
403
Guyasuta Investment Advisors
Pennsylvania
$278K
CG
404
Caprock Group
Idaho
$276K +$254K +4,457 New
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$275K +$59.8K +1,050 +31%
HHGA
406
Halbert Hargrove Global Advisors
California
$274K
NSEDCP
407
NJ State Employees Deferred Compensation Plan
New Jersey
$273K
SFM
408
Systematic Financial Management
New Jersey
$273K
WFS
409
Widmann Financial Services
Maryland
$273K +$252K +4,417 New
CA
410
Cullinan Associates
Kentucky
$272K -$626 -11 -0.2%
BCB
411
Brian C. Broderick
$271K
Cerity Partners
412
Cerity Partners
New York
$271K +$252K +4,419 New
OIA
413
OneDigital Investment Advisors
Kansas
$269K -$2.85K -50 -1%
SWP
414
Stratos Wealth Partners
Ohio
$268K +$57 +1 +0%
SA
415
Strategic Advisors
New York
$267K
BHC
416
Bowen Hanes & Co
Florida
$265K
CAM
417
Cresset Asset Management
Illinois
$261K -$63.4K -1,114 -21%
APP
418
Avantax Planning Partners
Iowa
$261K
EL
419
Essex LLC
Illinois
$259K -$7.52K -132 -3%
IAIM
420
International Assets Investment Management
Florida
$259K +$239K +4,191 New
CCM
421
Compton Capital Management
Rhode Island
$258K -$9.17K -161 -4%
RCA
422
Resonant Capital Advisors
Wisconsin
$258K +$10.8K +190 +5%
SWM
423
Spire Wealth Management
Virginia
$256K +$83.3K +1,463 +55%
Rafferty Asset Management
424
Rafferty Asset Management
New York
$255K -$90.9K -1,596 -28%
SFI
425
Siemens Fonds Invest
Germany
$254K -$25.6K -450 -10%

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.