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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
BFEC
401
Benjamin F. Edwards & Company
Missouri
$478K
NAM
402
NorthCrest Asset Manangement
Minnesota
$472K -$2.07K -35 -0.5%
PCM
403
Prelude Capital Management
New York
$466K +$422K +7,137 New
MML Investors Services
404
MML Investors Services
Massachusetts
$465K +$154K +2,602 +58%
TSS
405
Two Sigma Securities
New York
$464K +$206K +3,485 +97%
PAG
406
Private Advisor Group
New Jersey
$463K +$26.1K +441 +7%
CG
407
Caprock Group
Idaho
$453K +$20K +338 +5%
NA
408
NewEdge Advisors
Louisiana
$450K +$291K +4,917 +250%
Bank Julius Baer & Co
409
Bank Julius Baer & Co
Switzerland
$449K +$406K +6,866 New
TF
410
TIAA FSB
Florida
$439K +$27.7K +468 +7%
TYCC
411
Texas Yale Capital Corp
Florida
$438K
OAM
412
Oppenheimer Asset Management
New York
$437K -$481K -8,132 -55%
FFWA
413
FRG Family Wealth Advisors
Washington
$437K
RMC
414
Resources Management Corp
Connecticut
$434K +$360K +6,094 +1,108%
Vontobel Holding
415
Vontobel Holding
Switzerland
$434K -$10.2K -173 -3%
PCM
416
Parsons Capital Management
Rhode Island
$427K
EVM
417
Evelyn V. Moreno
$424K
BCV
418
Banque Cantonale Vaudoise
Switzerland
$423K
SLI
419
Sumitomo Life Insurance
Japan
$423K -$40.1K -678 -9%
OR
420
Olympiad Research
Connecticut
$421K +$381K +6,448 New
BPA
421
Beacon Pointe Advisors
California
$420K +$8.34K +141 +2%
RBC
422
Romano Brothers & Co
Illinois
$417K -$5.38K -91 -1%
AIMCA
423
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$412K
NME
424
Notis-McConarty Edward
$404K
AAM
425
Auxier Asset Management
Oregon
$396K

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.