We are live on ! Find out more
IR icon

Ingersoll Rand

928 hedge funds and large institutions have $35.9B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 330 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $19.6M

116% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 275

7% more funds holding

Funds holding: 866928 (+62)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 99.08%98.44% (-0.64%)

9% less capital invested

Capital invested by funds: $39.3B → $35.9B (-$3.38B)

Holders
928
Holders Change
+62
Holders Change %
+7.16%
% 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
149
Increased
330
Reduced
275
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
426
Independent Advisor Alliance
North Carolina
$861K +$136K +1,364 +17%
CIM
427
Contravisory Investment Management
Massachusetts
$857K +$17.7K +178 +2%
SPA
428
Sherbrooke Park Advisers
New York
$850K +$936K +9,399 New
WS
429
Wedbush Securities
California
$823K +$250K +2,516 +38%
CCMG
430
Clark Capital Management Group
Pennsylvania
$817K +$18.3K +184 +2%
KWS
431
Keystone Wealth Services
California
$815K
HFM
432
Hartford Funds Management
Pennsylvania
$815K +$221K +2,215 +33%
KPWS
433
Kestra Private Wealth Services
Texas
$815K +$3.48K +35 +0.4%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$808K +$134K +1,343 +18%
RG
435
Rathbones Group
United Kingdom
$807K -$25.8K -259 -3%
HPC
436
HM Payson & Co
Maine
$801K -$199 -2 -0%
PAG
437
Private Advisor Group
New Jersey
$790K +$122K +1,230 +16%
CG
438
Caprock Group
Idaho
$782K -$35.2K -354 -4%
TCOO
439
Trust Company of Oklahoma
Oklahoma
$776K +$61.1K +614 +8%
CL
440
Choreo LLC
Illinois
$768K -$122K -1,222 -13%
KA
441
Kintegral Advisory
New York
$766K -$39.3K -395 -4%
JF
442
Jump Financial
Illinois
$760K +$836K +8,402 New
OTL
443
Oak Thistle LLC
New York
$740K +$814K +8,175 New
OL
444
one8zero8 LLC
North Carolina
$736K +$810K +8,139 New
HWM
445
HB Wealth Management
Georgia
$724K +$51.1K +513 +7%
HBT
446
Heartland Bank & Trust
Illinois
$722K -$28.3K -284 -3%
OIA
447
OneDigital Investment Advisors
Kansas
$716K +$58.9K +592 +8%
NL
448
NVWM LLC
Pennsylvania
$713K -$1.79K -18 -0.2%
OC
449
Oarsman Capital
Wisconsin
$709K
VI
450
Vestcor Inc
New Brunswick, Canada
$709K -$896 -9 -0.1%

IR Hedge Fund Activity: Q4 2024 in Review

928 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2024, worth a combined $35.9B — down 8.6% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IR positions and 69 closed out — a net gain of 80 holders — while 330 added to existing stakes and 275 trimmed.

The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Artisan Partners, cutting an estimated $476M.

  • 928 institutional investors held Ingersoll Rand (IR) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $35.9B of Ingersoll Rand stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 149 funds opened new Ingersoll Rand positions in Q4 2024 and 69 closed out, a net change of +80 holders.
  • The largest Ingersoll Rand buyer in Q4 2024 was UBS Group, an estimated $202M added.
  • The largest Ingersoll Rand seller in Q4 2024 was Artisan Partners, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2024.