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Ingersoll Rand
IR

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587 → 661 (+74)

3.64% more ownership

Funds ownership: 94.19% → 97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$193M
2
PI
Putnam Investments
Massachusetts
+$163M
3
Citadel Advisors
Citadel Advisors
Florida
+$106M
4
BlackRock
BlackRock
New York
+$79.4M
5
Ameriprise
Ameriprise
Minnesota
+$77M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$184M
3
Holocene Advisors
Holocene Advisors
New York
-$107M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
-$57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
426
Cantor Fitzgerald Investment Advisors
New York
$251K -$10.3K -181 -4%
FTDI
427
First Trust Direct Indexing
Massachusetts
$251K +$231K +4,052 New
RC
428
RegentAtlantic Capital
New Jersey
$249K +$229K +4,023 New
IC
429
IEQ Capital
California
$248K -$84.3K -1,481 -27%
IAMOG
430
Investors Asset Management of Georgia
Georgia
$248K – – –
PAM
431
Palisade Asset Management
Minnesota
$247K – – –
CSI
432
Cross Staff Investments
New York
$247K +$228K +4,000 New
GC
433
Grimes & Company
Massachusetts
$244K +$224K +3,940 New
FWCM
434
Ferguson Wellman Capital Management
Oregon
$243K -$13.5K -237 -6%
APA
435
American Portfolios Advisors
New York
$241K +$46.7K +821 +27%
Assenagon Asset Management
436
Assenagon Asset Management
Luxembourg
$239K +$220K +3,858 New
NAM
437
NorthCrest Asset Manangement
Minnesota
$239K +$220K +3,866 New
KPWS
438
Kestra Private Wealth Services
Texas
$239K +$220K +3,869 New
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$236K +$217K +3,811 New
PA
440
Pinnacle Associates
New York
$236K +$218K +3,820 New
FFBTD
441
First Financial Bank - Trust Division
Ohio
$235K +$216K +3,802 New
MPM
442
MBB Public Markets
Illinois
$227K +$209K +3,666 New
CA
443
Cetera Advisors
Colorado
$225K +$207K +3,636 New
PCA
444
Personal Capital Advisors
California
$224K +$206K +3,625 New
CCP
445
Corient Capital Partners
California
$224K +$207K +3,628 New
NRS
446
Neville Rodie & Shaw
New York
$223K +$205K +3,599 New
CHAM
447
Clear Harbor Asset Management
Connecticut
$221K +$203K +3,572 New
MWM
448
Mission Wealth Management
California
$221K +$204K +3,575 New
LS
449
Livforsakringsbolaget Skandia
Sweden
$220K – – –
SAI
450
Systematic Alpha Investments
New Jersey
$220K – – –
16 17
18
19 20

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.