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Ingersoll Rand

522 hedge funds and large institutions have $11.4B invested in Ingersoll Rand in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

14% more capital invested

Capital invested by funds: $9.96B → $11.4B (+$1.39B)

0.26% more ownership

Funds ownership: 96.65%96.91% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 544522 (-22)

21% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 91

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
522
Holders Change
-22
Holders Change %
-4.04%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
139
Reduced
216
Closed
91
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.92M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
451
Oakworth Capital
Alabama
$5K
SWM
452
Selective Wealth Management
Virginia
$5K
TCOV
453
Trust Company of Vermont
Vermont
$5K
CBT
454
Central Bank & Trust
Kentucky
$5K +$4.18K +148 +389%
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$5K +$4.66K +165 New
JFA
456
JNBA Financial Advisors
Minnesota
$5K +$4.77K +169 New
BSAM
457
Blue Square Asset Management
New York
$5K +$4.97K +176 New
KFS
458
Kelly Financial Services
Massachusetts
$4.78K -$1.52K -54 -24%
SWA
459
Sutton Wealth Advisors
Florida
$4.75K -$1.89K -67 -28%
WPA
460
West Paces Advisors
Georgia
$4.67K -$2.4K -85 -34%
EARNEST Partners
461
EARNEST Partners
Georgia
$4K -$480 -17 -12%
AF
462
Advisornet Financial
Minnesota
$4K
DAM
463
Delta Asset Management
Tennessee
$4K
EWP
464
Engrave Wealth Partners
Texas
$4K
ME
465
McIlrath & Eck
Washington
$4K
PA
466
Procyon Advisors
Connecticut
$4K
VFA
467
Valeo Financial Advisors
Indiana
$4K +$282 +10 +7%
RAM
468
Riggs Asset Management
Pennsylvania
$4K +$4.97K +176 New
BC
469
Bartlett & Co
Ohio
$3K -$2.83K -100 -50%
CI
470
CX Institutional
Indiana
$3K -$876 -31 -24%
TFO
471
Tarbox Family Office
California
$3K -$367 -13 -10%
EFSCE
472
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$311 -11 -11%
CA
473
Crewe Advisors
Utah
$3K
FMTCOCP
474
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
GCM
475
Gables Capital Management
Florida
$3K

IR Hedge Fund Activity: Q2 2020 in Review

522 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2020, worth a combined $11.4B — up 14% from $9.96B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of IR and 72 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $287M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $731M.

  • 522 institutional investors held Ingersoll Rand (IR) as of Q2 2020, down from 544 in Q1 2020.
  • Funds reported $11.4B of Ingersoll Rand stock for Q2 2020, up 14% quarter-over-quarter.
  • 72 funds opened new Ingersoll Rand positions in Q2 2020 and 91 closed out, a net change of -19 holders.
  • The largest Ingersoll Rand buyer in Q2 2020 was T. Rowe Price Associates, an estimated $287M added.
  • The largest Ingersoll Rand seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2020.