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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% 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
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
426
Parsons Capital Management
Rhode Island
$650K +$38.6K +451 +7%
FT
427
Fiduciary Trust
Massachusetts
$644K +$151K +1,771 +35%
CCM
428
Coldstream Capital Management
Washington
$642K +$2.14K +25 +0.4%
PA
429
Profund Advisors
Maryland
$641K +$135K +1,580 +31%
TYCC
430
Texas Yale Capital Corp
Florida
$636K
FTDI
431
First Trust Direct Indexing
Massachusetts
$635K +$124K +1,448 +28%
Lazard Asset Management
432
Lazard Asset Management
New York
$627K -$851K -9,944 -60%
FFWA
433
FRG Family Wealth Advisors
Washington
$623K
IMCOOI
434
Investment Management Corp of Ontario (IMCO)
Canada
$617K -$248K -2,900 -31%
SCA
435
Snowden Capital Advisors
New York
$613K +$223K +2,605 +68%
MYAM
436
Meiji Yasuda Asset Management
Japan
$606K +$163K +1,910 +43%
Brown Advisory
437
Brown Advisory
Maryland
$602K +$149K +1,737 +38%
AIMCA
438
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$598K
BPA
439
Beacon Pointe Advisors
California
$596K -$5.9K -69 -1%
Envestnet Portfolio Solutions
440
Envestnet Portfolio Solutions
Illinois
$595K +$28.1K +328 +6%
NME
441
Notis-McConarty Edward
$586K
HI
442
Horizon Investments
North Carolina
$584K +$25.7K +301 +5%
BFG
443
Bleakley Financial Group
New Jersey
$579K +$13.9K +163 +3%
SW
444
Simplicity Wealth
New Jersey
$577K +$520K +6,080 New
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$577K -$2.05K -24 -0.4%
AAM
446
Auxier Asset Management
Oregon
$575K
GFS
447
GYL Financial Synergies
Connecticut
$572K -$171 -2 -0%
RPC
448
Rossmore Private Capital
Connecticut
$569K
DA
449
Drake & Associates
Wisconsin
$567K -$52.6K -615 -9%
GT
450
Greenleaf Trust
Michigan
$562K +$10.1K +118 +2%

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.