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Ingersoll Rand

522 hedge funds and large institutions have $11.4B invested in Ingersoll Rand in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

14% more capital invested

Capital invested by funds: $9.96B → $11.4B (+$1.39B)

0.26% more ownership

Funds ownership: 96.65%96.91% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 544522 (-22)

21% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 91

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
522
Holders Change
-22
Holders Change %
-4.04%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
139
Reduced
216
Closed
91
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.92M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$9K +$678 +24 +8%
WR
427
Watson Rebecca
$9K +$8.7K +308 New
FMB
428
Field & Main Bank
Kentucky
$9K +$9.32K +330 New
CFGS
429
Concourse Financial Group Securities
Alabama
$8K -$80.2K -2,840 -91%
APWM
430
Atlas Private Wealth Management
New York
$8K -$6.1K -216 -45%
GWS
431
Glassman Wealth Services
Virginia
$8K -$141 -5 -2%
CFA
432
Carroll Financial Associates
North Carolina
$8K
DCM
433
Davis Capital Management
Florida
$8K
VCM
434
Versant Capital Management
Arizona
$8K
AIM
435
Anchor Investment Management
South Carolina
$7.76K -$2.49K -88 -24%
CT
436
Caldwell Trust
Florida
$7.23K
BCA
437
Berman Capital Advisors
Georgia
$7K -$2.06K -73 -21%
WFMPM
438
Woodley Farra Manion Portfolio Management
Indiana
$7K
HWM
439
HighMark Wealth Management
Minnesota
$7K +$226 +8 +3%
TFGT
440
TS Financial Group (TSFG)
Illinois
$7K +$254 +9 +4%
FRA
441
Front Row Advisors
California
$6K -$254 -9 -4%
AA
442
Ancora Advisors
Ohio
$6K
SLF
443
Sun Life Financial
Ontario, Canada
$6K
1832 Asset Management
444
1832 Asset Management
Ontario, Canada
$6K +$5.59K +198 New
BWP
445
Baldwin Wealth Partners
Massachusetts
$5K -$18.4K -650 -79%
FHA
446
Flagship Harbor Advisors
Massachusetts
$5K -$16.5K -584 -74%
AF
447
Arrow Financial
New York
$5K -$1.75K -62 -25%
CAL
448
Capital Analysts LLC
Pennsylvania
$5K
Kayne Anderson Rudnick Investment Management
449
Kayne Anderson Rudnick Investment Management
California
$5K
MAM
450
Marquette Asset Management
Minnesota
$5K

IR Hedge Fund Activity: Q2 2020 in Review

522 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2020, worth a combined $11.4B — up 14% from $9.96B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of IR and 72 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $287M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $731M.

  • 522 institutional investors held Ingersoll Rand (IR) as of Q2 2020, down from 544 in Q1 2020.
  • Funds reported $11.4B of Ingersoll Rand stock for Q2 2020, up 14% quarter-over-quarter.
  • 72 funds opened new Ingersoll Rand positions in Q2 2020 and 91 closed out, a net change of -19 holders.
  • The largest Ingersoll Rand buyer in Q2 2020 was T. Rowe Price Associates, an estimated $287M added.
  • The largest Ingersoll Rand seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2020.