We are live on ! Find out more
IR icon

Ingersoll Rand

928 hedge funds and large institutions have $35.9B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 330 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $19.6M

116% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 275

7% more funds holding

Funds holding: 866928 (+62)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 99.08%98.44% (-0.64%)

9% less capital invested

Capital invested by funds: $39.3B → $35.9B (-$3.38B)

Holders
928
Holders Change
+62
Holders Change %
+7.16%
% 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
149
Increased
330
Reduced
275
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
Salem Investment Counselors
North Carolina
$1.01M
GC
402
Guggenheim Capital
Illinois
$1.01M +$534K +5,367 +93%
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$999K +$44K +442 +4%
SPC
404
Sigma Planning Corp
Michigan
$999K -$132K -1,325 -11%
AWS
405
Atria Wealth Solutions
New York
$991K +$418K +4,197 +62%
CSIC
406
Clifford Swan Investment Counsel
California
$975K
MCM
407
MAI Capital Management
Ohio
$971K +$2.29K +23 +0.2%
AAS
408
Avantax Advisory Services
Texas
$970K +$506K +5,083 +90%
HA
409
Herold Advisors
New York
$969K -$178K -1,790 -14%
UCFA
410
United Capital Financial Advisors
Texas
$968K +$4.78K +48 +0.5%
Bessemer Group
411
Bessemer Group
New Jersey
$956K +$204K +2,047 +24%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$949K -$112K -1,121 -10%
RWA
413
River Wealth Advisors
Pennsylvania
$935K +$697 +7 +0.1%
USAA
414
United Services Automobile Association
Texas
$922K +$1.01M +10,193 New
LIM
415
Leavell Investment Management
Alabama
$920K
TCM
416
Teza Capital Management
Illinois
$907K +$999K +10,030 New
VSQM
417
V-Square Quantitative Management
Illinois
$907K +$28.6K +287 +3%
VA
418
Vident Advisory
Georgia
$905K +$90.6K +910 +10%
ANTB
419
AMG National Trust Bank
Colorado
$897K
KWA
420
Kingswood Wealth Advisors
California
$896K -$33.6K -337 -3%
DAS
421
Dynamic Advisor Solutions
Arizona
$893K -$79.5K -799 -7%
WI
422
Wahed Invest
New York
$891K +$4.78K +48 +0.5%
SG Americas Securities
423
SG Americas Securities
New York
$889K -$8.42M -84,594 -90%
FCM
424
Fieldview Capital Management
Michigan
$879K +$968K +9,720 New
YMRC
425
Yorktown Management & Research Company
Virginia
$877K

IR Hedge Fund Activity: Q4 2024 in Review

928 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2024, worth a combined $35.9B — down 8.6% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IR positions and 69 closed out — a net gain of 80 holders — while 330 added to existing stakes and 275 trimmed.

The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Artisan Partners, cutting an estimated $476M.

  • 928 institutional investors held Ingersoll Rand (IR) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $35.9B of Ingersoll Rand stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 149 funds opened new Ingersoll Rand positions in Q4 2024 and 69 closed out, a net change of +80 holders.
  • The largest Ingersoll Rand buyer in Q4 2024 was UBS Group, an estimated $202M added.
  • The largest Ingersoll Rand seller in Q4 2024 was Artisan Partners, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2024.