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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
CCMG
401
Clark Capital Management Group
Pennsylvania
$835K +$19.3K +226 +3%
HPC
402
HM Payson & Co
Maine
$809K +$55.3K +647 +8%
JGUA
403
John G. Ullman & Associates
New York
$801K -$231K -2,705 -24%
HBT
404
Heartland Bank & Trust
Illinois
$797K -$7.61K -89 -1%
IAA
405
Independent Advisor Alliance
North Carolina
$782K -$428 -5 -0.1%
First Eagle Investment Management
406
First Eagle Investment Management
New York
$772K -$25.7K -300 -4%
NL
407
NVWM LLC
Pennsylvania
$759K -$439K -5,131 -39%
AIA
408
Angeles Investment Advisors
California
$759K -$13.5K -158 -2%
WI
409
Wahed Invest
New York
$751K +$104K +1,216 +18%
VI
410
Vestcor Inc
New Brunswick, Canada
$745K -$5.9K -69 -0.9%
OC
411
Oarsman Capital
Wisconsin
$744K
CA
412
Cetera Advisors
Colorado
$742K +$198K +2,312 +42%
BCI
413
Brinker Capital Investments
Pennsylvania
$741K -$33.2K -388 -5%
OPS
414
Orion Portfolio Solutions
Nebraska
$741K -$33.2K -388 -5%
Capstone Investment Advisors
415
Capstone Investment Advisors
New York
$717K +$571K +6,680 +767%
KPWS
416
Kestra Private Wealth Services
Texas
$709K +$252K +2,945 +65%
TCOO
417
Trust Company of Oklahoma
Oklahoma
$699K +$229K +2,682 +57%
LAM
418
LifePro Asset Management
California
$696K -$444K -5,192 -41%
SP
419
Stablepoint Partners
Massachusetts
$695K +$14.5K +169 +2%
CG
420
Caprock Group
Idaho
$690K +$9.15K +107 +1%
QI
421
Qtron Investments
Massachusetts
$689K -$112K -1,312 -15%
MC
422
Machina Capital
France
$675K +$608K +7,112 New
VA
423
Vident Advisory
Georgia
$666K -$14.2M -166,015 -96%
BCMO
424
Buckingham Capital Management (Ohio)
Ohio
$661K +$596K +6,962 New
TCM
425
Twin Capital Management
Pennsylvania
$661K -$4.88K -57 -0.8%

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.