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Ingersoll Rand

573 hedge funds and large institutions have $19.7B invested in Ingersoll Rand in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 159

2.73% more ownership

Funds ownership: 94.15%96.88% (+2.7%)

2% more capital invested

Capital invested by funds: $19.4B → $19.7B (+$324M)

8% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $24.4M

2% less funds holding

Funds holding: 586573 (-13)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
9.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
203
Reduced
159
Closed
60
Calls
$22.5M
Puts
$24.4M
Net Calls
-$1.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
426
Hartford Financial Management
Connecticut
$72K
QCG
427
Quadrant Capital Group
Ohio
$71K +$6.87K +140 +11%
WT
428
Washington Trust
Rhode Island
$68K +$6.48K +132 +10%
WTC
429
WhitTier Trust Company
Nevada
$65K
ZB
430
Zions Bancorporation
Utah
$64K +$834 +17 +1%
EIM
431
Essex Investment Management
Massachusetts
$63K
VCM
432
Vigilant Capital Management
Maine
$60K
IA
433
IFP Advisors
Florida
$59K +$245 +5 +0.4%
WB
434
Webster Bank
Connecticut
$58K
PMFA
435
Plante Moran Financial Advisors
Michigan
$58K +$294 +6 +0.5%
WBC
436
West Branch Capital
Massachusetts
$58K +$58.1K +1,184 New
TCM
437
Tradewinds Capital Management
Washington
$55K
CB
438
Community Bank
New York
$53K
LJHT
439
Laurie J. Hall Trustee
$52K
RAM
440
Riggs Asset Management
Pennsylvania
$52K
WA
441
WestEnd Advisors
North Carolina
$48K
BCA
442
Berman Capital Advisors
Georgia
$48K +$33.4K +680 +220%
HDIM
443
Hanson & Doremus Investment Management
Vermont
$48K +$44.5K +907 +200%
FQ
444
First Quadrant
California
$45K -$18.1K -368 -28%
FP
445
Financial Perspectives
Minnesota
$44.7K -$2.17M -44,160 -98%
MAM
446
Meeder Asset Management
Ohio
$44K -$687 -14 -2%
PVH
447
Psagot Value Holdings
Israel
$44K +$44K +897 New
PCG
448
Private Capital Group
Connecticut
$41K
MC
449
Maverick Capital
Texas
$40K +$40.5K +826 New
ACA
450
Atlas Capital Advisors
Wyoming
$39.4K +$785 +16 +2%

IR Hedge Fund Activity: Q2 2021 in Review

573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2021, worth a combined $19.7B — up 1.7% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IR and 54 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 203 added.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $736M.

  • 573 institutional investors held Ingersoll Rand (IR) as of Q2 2021, down from 586 in Q1 2021.
  • Funds reported $19.7B of Ingersoll Rand stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 54 funds opened new Ingersoll Rand positions in Q2 2021 and 60 closed out, a net change of -6 holders.
  • The largest Ingersoll Rand buyer in Q2 2021 was JP Morgan Chase, an estimated $340M added.
  • The largest Ingersoll Rand seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2021.