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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VCG
426
Vantage Consulting Group
Virginia
$73K +$66.3K +1,603 New
CFGS
427
Concourse Financial Group Securities
Alabama
$70K -$207 -5 -0.3%
HFM
428
Hartford Financial Management
Connecticut
$67K
PA
429
Parallel Advisors
California
$65K -$20.4K -492 -26%
TPWA
430
TRUE Private Wealth Advisors
Oregon
$63K -$3.64K -88 -6%
JGIA
431
Jackson Grant Investment Advisers
Connecticut
$62K
EIM
432
Essex Investment Management
Massachusetts
$61K -$5.42K -131 -9%
WTC
433
WhitTier Trust Company
Nevada
$60K
ZB
434
Zions Bancorporation
Utah
$59K -$25.4K -613 -32%
WT
435
Washington Trust
Rhode Island
$58K -$11.3K -272 -18%
QCG
436
Quadrant Capital Group
Ohio
$56K -$5.92K -143 -10%
VCM
437
Vigilant Capital Management
Maine
$56K
IA
438
IFP Advisors
Florida
$54K -$372 -9 -0.7%
WB
439
Webster Bank
Connecticut
$54K
TCM
440
Tradewinds Capital Management
Washington
$52K
PFO
441
Pathstone Family Office
New Jersey
$52K +$14.1K +340 +43%
CB
442
Community Bank
New York
$50K
LJHT
443
Laurie J. Hall Trustee
$48K
RAM
444
Riggs Asset Management
Pennsylvania
$48K +$43.8K +1,058 New
HDIM
445
Hanson & Doremus Investment Management
Vermont
$46K -$14.6K -352 -26%
FP
446
Financial Perspectives
Minnesota
$41.7K
MAM
447
Meeder Asset Management
Ohio
$41K +$1.61K +39 +5%
BWM
448
Birchcreek Wealth Management
Ohio
$40K +$36.5K +882 New
S
449
SignatureFD
Georgia
$39K -$662 -16 -2%
Bessemer Group
450
Bessemer Group
New Jersey
$39K -$538 -13 -2%

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.