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Ingersoll Rand

866 hedge funds and large institutions have $39.3B invested in Ingersoll Rand in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 314 increasing their positions, 275 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $104M | Put options by funds: $26.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

33% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 73

14% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 275

9% more capital invested

Capital invested by funds: $36B → $39.3B (+$3.25B)

2% more funds holding

Funds holding: 850866 (+16)

0.78% more ownership

Funds ownership: 98.3%99.08% (+0.78%)

Holders
866
Holders Change
+16
Holders Change %
+1.88%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
97
Increased
314
Reduced
275
Closed
73
Calls
$104M
Puts
$26.9M
Net Calls
+$77.4M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
401
Fifth Third Wealth Advisors
Ohio
$761K +$47.6K +512 +7%
CCM
402
Coldstream Capital Management
Washington
$750K +$59.4K +639 +9%
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$745K -$137K -1,478 -16%
AFCM
404
Applied Finance Capital Management
Puerto Rico
$742K +$56.4K +607 +9%
PAG
405
Private Advisor Group
New Jersey
$736K +$30.4K +327 +5%
HWM
406
HB Wealth Management
Georgia
$736K +$91.3K +982 +15%
SP
407
Stablepoint Partners
Massachusetts
$726K
Verition Fund Management
408
Verition Fund Management
Connecticut
$724K +$356K +3,834 +108%
CFG
409
Cooper Financial Group
California
$724K +$329K +3,536 +92%
OIA
410
OneDigital Investment Advisors
Kansas
$718K +$372K +4,001 +121%
SPIA
411
Steward Partners Investment Advisory
New York
$716K +$289K +3,110 +74%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$702K +$57.4K +618 +9%
AIA
413
Angeles Investment Advisors
California
$689K
AM
414
AGF Management
Ontario, Canada
$687K +$650K +6,995 New
PCM
415
Parsons Capital Management
Rhode Island
$672K
HFM
416
Hartford Funds Management
Pennsylvania
$667K +$82.2K +884 +15%
SC
417
Savant Capital
Illinois
$666K +$130K +1,399 +26%
AWS
418
Atria Wealth Solutions
New York
$664K -$210K -2,259 -25%
TYCC
419
Texas Yale Capital Corp
Florida
$657K
FFWA
420
FRG Family Wealth Advisors
Washington
$655K
TCM
421
Twin Capital Management
Pennsylvania
$650K -$25.2K -271 -4%
WS
422
Wedbush Securities
California
$646K +$93 +1 +0%
MYAM
423
Meiji Yasuda Asset Management
Japan
$639K +$4.93K +53 +0.8%
EF
424
Empowered Funds
Pennsylvania
$630K +$43K +463 +8%
DA
425
Drake & Associates
Wisconsin
$628K +$49.5K +533 +9%

IR Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2024, worth a combined $39.3B — up 9% from $36B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IR positions and 73 closed out — a net gain of 24 holders — while 314 added to existing stakes and 275 trimmed.

The largest buyer was Capital International Investors, adding an estimated $389M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 866 institutional investors held Ingersoll Rand (IR) as of Q3 2024, up from 850 in Q2 2024.
  • Funds reported $39.3B of Ingersoll Rand stock for Q3 2024, up 9% quarter-over-quarter.
  • 97 funds opened new Ingersoll Rand positions in Q3 2024 and 73 closed out, a net change of +24 holders.
  • The largest Ingersoll Rand buyer in Q3 2024 was Capital International Investors, an estimated $389M added.
  • The largest Ingersoll Rand seller in Q3 2024 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2024.