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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
451
Private Capital Group
Connecticut
$39K
CIA
452
CSat Investment Advisory
Michigan
$37K -$89.8K -2,171 -73%
ACA
453
Atlas Capital Advisors
Wyoming
$36K +$32.7K +791 New
SL
454
Savior LLC
Massachusetts
$36K
CAAS
455
Capital Asset Advisory Services
Michigan
$34K +$30.5K +738 New
Canada Pension Plan Investment Board
456
Canada Pension Plan Investment Board
Ontario, Canada
$33K -$2.27M -54,930 -99%
HR
457
Howe & Rusling
New York
$33K -$1.37K -33 -4%
DSC
458
Duncker Streett & Co
Missouri
$32K
MA
459
MUFG Americas
New York
$32K
PCH
460
PGIM Custom Harvest
New Jersey
$32K +$28.9K +699 New
AA
461
Addison Advisors
Vermont
$32K +$29.3K +709 New
FFA
462
Freedman Financial Associates
Massachusetts
$32K +$29.5K +712 New
ASN
463
Advisory Services Network
Georgia
$31K -$7.41K -179 -21%
CCM
464
Cribstone Capital Management
Maine
$28K
LWM
465
Liberty Wealth Management
California
$27K
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$27K +$4.39K +106 +22%
EP
467
Eudaimonia Partners
Tennessee
$27K +$24.5K +591 New
BFC
468
Bedel Financial Consulting
Indiana
$26K
ST
469
Smithfield Trust
Pennsylvania
$26K +$3.6K +87 +18%
PWM
470
Perigon Wealth Management
California
$26K +$23.7K +573 New
FMP
471
Financial Management Professionals
Texas
$24K
FHA
472
First Horizon Advisors
Tennessee
$23K +$538 +13 +3%
FQ
473
First Quadrant
California
$21K
LF
474
Lee Financial
Texas
$21K
MCM
475
Manchester Capital Management
Vermont
$20K -$1.82K -44 -9%

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.