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Ingersoll Rand

850 hedge funds and large institutions have $36B invested in Ingersoll Rand in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $23.3M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

11% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 274

2.73% more ownership

Funds ownership: 95.57%98.3% (+2.7%)

0% more funds holding

Funds holding: 848850 (+2)

2% less capital invested

Capital invested by funds: $36.6B → $36B (-$552M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
850
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
12.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
304
Reduced
274
Closed
66
Calls
$98.1M
Puts
$23.3M
Net Calls
+$74.8M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
401
MML Investors Services
Massachusetts
$740K +$301K +3,270 +67%
IAA
402
Independent Advisor Alliance
North Carolina
$737K -$11.4K -124 -2%
GC
403
Guggenheim Capital
Illinois
$731K -$93.2K -1,014 -11%
SP
404
Stablepoint Partners
Massachusetts
$731K +$7.08K +77 +1%
Bessemer Group
405
Bessemer Group
New Jersey
$728K -$1.3M -14,143 -64%
FTDI
406
First Trust Direct Indexing
Massachusetts
$723K +$117K +1,271 +19%
NL
407
NVWM LLC
Pennsylvania
$722K -$4.32K -47 -0.6%
BFG
408
Bleakley Financial Group
New Jersey
$714K +$161K +1,753 +29%
SW
409
Simplicity Wealth
New Jersey
$714K +$163K +1,776 +29%
Teacher Retirement System of Texas
410
Teacher Retirement System of Texas
Texas
$713K -$13.3M -145,016 -95%
VI
411
Vestcor Inc
New Brunswick, Canada
$713K
OC
412
Oarsman Capital
Wisconsin
$712K
Capstone Investment Advisors
413
Capstone Investment Advisors
New York
$684K -$2.39K -26 -0.3%
CW
414
CreativeOne Wealth
Kansas
$678K -$138K -1,501 -17%
TCOO
415
Trust Company of Oklahoma
Oklahoma
$676K +$7.26K +79 +1%
GI
416
GAMMA Investing
California
$663K +$285K +3,101 +74%
QI
417
Qtron Investments
Massachusetts
$659K
FTWA
418
Fifth Third Wealth Advisors
Ohio
$658K +$354K +3,846 +113%
PAG
419
Private Advisor Group
New Jersey
$652K -$179K -1,943 -21%
LAM
420
LifePro Asset Management
California
$648K -$18.6K -202 -3%
AIA
421
Angeles Investment Advisors
California
$637K -$89.8K -977 -12%
CCM
422
Coldstream Capital Management
Washington
$632K +$18K +196 +3%
AFCM
423
Applied Finance Capital Management
Puerto Rico
$632K +$639K +6,956 New
Envestnet Portfolio Solutions
424
Envestnet Portfolio Solutions
Illinois
$628K +$59.3K +645 +10%
TCM
425
Twin Capital Management
Pennsylvania
$627K -$5.7K -62 -0.9%

IR Hedge Fund Activity: Q2 2024 in Review

850 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2024, worth a combined $36B — down 1.5% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IR positions and 66 closed out — a net gain of 12 holders — while 304 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Artisan Partners, cutting an estimated $289M.

  • 850 institutional investors held Ingersoll Rand (IR) as of Q2 2024, up from 848 in Q1 2024.
  • Funds reported $36B of Ingersoll Rand stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 78 funds opened new Ingersoll Rand positions in Q2 2024 and 66 closed out, a net change of +12 holders.
  • The largest Ingersoll Rand buyer in Q2 2024 was Capital World Investors, an estimated $1.23B added.
  • The largest Ingersoll Rand seller in Q2 2024 was Artisan Partners, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2024.