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Ingersoll Rand

573 hedge funds and large institutions have $19.7B invested in Ingersoll Rand in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 159

2.73% more ownership

Funds ownership: 94.15%96.88% (+2.7%)

2% more capital invested

Capital invested by funds: $19.4B → $19.7B (+$324M)

8% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $24.4M

2% less funds holding

Funds holding: 586573 (-13)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
9.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
203
Reduced
159
Closed
60
Calls
$22.5M
Puts
$24.4M
Net Calls
-$1.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
451
Advisory Services Network
Georgia
$39K +$40K +815 New
KFS
452
Kelly Financial Services
Massachusetts
$39K +$91.5K +1,865 +4,782%
SL
453
Savior LLC
Massachusetts
$38K
TI
454
tru Independence
Oregon
$38K +$38.3K +781 New
HR
455
Howe & Rusling
New York
$36K
FFA
456
Freedman Financial Associates
Massachusetts
$35K
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$35K
AA
458
Addison Advisors
Vermont
$35K +$34.8K +709 New
DSC
459
Duncker Streett & Co
Missouri
$34K
PCH
460
PGIM Custom Harvest
New Jersey
$34K
EI
461
Ellevest Inc
New York
$32K +$32.1K +655 New
CCM
462
Cribstone Capital Management
Maine
$30K
FI
463
FormulaFolio Investments
Michigan
$30K
CI
464
CX Institutional
Indiana
$29K +$3.68K +75 +15%
LWM
465
Liberty Wealth Management
California
$28K -$3.68K -75 -12%
BFC
466
Bedel Financial Consulting
Indiana
$28K
ST
467
Smithfield Trust
Pennsylvania
$28K
TWA
468
TCI Wealth Advisors
Arizona
$28K +$2.16K +44 +8%
FHA
469
First Horizon Advisors
Tennessee
$27K
FMP
470
Financial Management Professionals
Texas
$26K
Twin Tree Management
471
Twin Tree Management
Texas
$25K -$1.02M -20,744 -98%
TFS
472
TrustCore Financial Services
Tennessee
$24K +$24.1K +492 New
LCM
473
Logan Capital Management
Pennsylvania
$22K -$9.67K -197 -31%
LF
474
Lee Financial
Texas
$22K
MCM
475
Manchester Capital Management
Vermont
$22K

IR Hedge Fund Activity: Q2 2021 in Review

573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2021, worth a combined $19.7B — up 1.7% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IR and 54 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 203 added.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $736M.

  • 573 institutional investors held Ingersoll Rand (IR) as of Q2 2021, down from 586 in Q1 2021.
  • Funds reported $19.7B of Ingersoll Rand stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 54 funds opened new Ingersoll Rand positions in Q2 2021 and 60 closed out, a net change of -6 holders.
  • The largest Ingersoll Rand buyer in Q2 2021 was JP Morgan Chase, an estimated $340M added.
  • The largest Ingersoll Rand seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2021.