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Ingersoll Rand

850 hedge funds and large institutions have $36B invested in Ingersoll Rand in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $23.3M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

11% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 274

2.73% more ownership

Funds ownership: 95.57%98.3% (+2.7%)

0% more funds holding

Funds holding: 848850 (+2)

2% less capital invested

Capital invested by funds: $36.6B → $36B (-$552M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
850
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
12.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
304
Reduced
274
Closed
66
Calls
$98.1M
Puts
$23.3M
Net Calls
+$74.8M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
426
Quantitative Investment Management
Virginia
$625K +$633K +6,888 New
PCM
427
Parsons Capital Management
Rhode Island
$622K
TYCC
428
Texas Yale Capital Corp
Florida
$608K
PA
429
Profund Advisors
Maryland
$603K -$10.5K -114 -2%
Lazard Asset Management
430
Lazard Asset Management
New York
$599K
WS
431
Wedbush Securities
California
$598K +$605K +6,583 New
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$594K +$42.3K +460 +8%
HWM
433
HB Wealth Management
Georgia
$592K +$155K +1,691 +35%
FFWA
434
FRG Family Wealth Advisors
Washington
$588K
MYAM
435
Meiji Yasuda Asset Management
Japan
$587K +$6.62K +72 +1%
GT
436
Greenleaf Trust
Michigan
$585K +$47.2K +514 +9%
MG
437
Mather Group
Illinois
$564K +$403K +4,381 +282%
NME
438
Notis-McConarty Edward
$561K
AAM
439
Auxier Asset Management
Oregon
$550K
CFP
440
Catalyst Financial Partners
Massachusetts
$547K +$14.5K +158 +3%
RPC
441
Rossmore Private Capital
Connecticut
$545K
EF
442
Empowered Funds
Pennsylvania
$541K -$4M -43,530 -88%
GWMR
443
GC Wealth Management RIA
Massachusetts
$538K +$2.11K +23 +0.4%
HFM
444
Hartford Funds Management
Pennsylvania
$537K +$97.4K +1,060 +22%
GFS
445
GYL Financial Synergies
Connecticut
$536K -$10.7K -116 -2%
QCM
446
QRG Capital Management
Illinois
$533K +$39.4K +429 +8%
DA
447
Drake & Associates
Wisconsin
$532K -$10.2K -111 -2%
SCA
448
Snowden Capital Advisors
New York
$532K -$55.7K -606 -9%
MWM
449
Mission Wealth Management
California
$531K +$13.1K +142 +2%
Nomura Holdings
450
Nomura Holdings
Japan
$530K -$10.5M -113,915 -95%

IR Hedge Fund Activity: Q2 2024 in Review

850 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2024, worth a combined $36B — down 1.5% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IR positions and 66 closed out — a net gain of 12 holders — while 304 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Artisan Partners, cutting an estimated $289M.

  • 850 institutional investors held Ingersoll Rand (IR) as of Q2 2024, up from 848 in Q1 2024.
  • Funds reported $36B of Ingersoll Rand stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 78 funds opened new Ingersoll Rand positions in Q2 2024 and 66 closed out, a net change of +12 holders.
  • The largest Ingersoll Rand buyer in Q2 2024 was Capital World Investors, an estimated $1.23B added.
  • The largest Ingersoll Rand seller in Q2 2024 was Artisan Partners, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2024.