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Ingersoll Rand
IR

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587 → 661 (+74)

3.64% more ownership

Funds ownership: 94.19% → 97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$193M
2
PI
Putnam Investments
Massachusetts
+$163M
3
Citadel Advisors
Citadel Advisors
Florida
+$106M
4
BlackRock
BlackRock
New York
+$79.4M
5
Ameriprise
Ameriprise
Minnesota
+$77M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$184M
3
Holocene Advisors
Holocene Advisors
New York
-$107M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
-$57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
451
Conning Inc
Connecticut
$220K +$203K +3,557 New
MGP
452
Metis Global Partners
California
$219K +$202K +3,541 New
JSC
453
Jackson Square Capital
California
$217K +$200K +3,509 New
TBA
454
Tower Bridge Advisors
Pennsylvania
$216K +$199K +3,492 New
FAB
455
First American Bank
Illinois
$216K +$199K +3,496 New
SA
456
Syntax Advisors
New York
$215K +$198K +3,475 New
VCG
457
Vantage Consulting Group
Virginia
$215K +$198K +3,475 New
PGIM
458
Pacific Global Investment Management
California
$214K +$197K +3,453 New
WC
459
Westhampton Capital
North Carolina
$210K +$193K +3,391 New
LNWTC
460
Laird Norton Wetherby Trust Company
Washington
$210K +$193K +3,398 New
IFG
461
Investors Financial Group
Minnesota
$207K +$190K +3,342 New
HWA
462
Heritage Wealth Advisors
Virginia
$205K – – –
CA
463
Clearstead Advisors
Ohio
$202K +$1.94K +34 +1%
WS
464
Wedbush Securities
California
$202K +$186K +3,268 New
HI
465
Horizon Investments
North Carolina
$200K +$184K +3,236 New
PA
466
Parallel Advisors
California
$192K +$14.9K +262 +9%
VNA
467
Valley National Advisers
Pennsylvania
$190K – – –
HNB
468
Huntington National Bank
Ohio
$171K +$66.7K +1,171 +74%
FA
469
Friess Associates
Delaware
$167K +$60.4K +1,060 +65%
CCM
470
Covington Capital Management
California
$165K – – –
WT
471
Whittier Trust
California
$162K – – –
QCG
472
Quadrant Capital Group
Ohio
$154K +$23.1K +406 +19%
National Bank of Canada
473
National Bank of Canada
Quebec, Canada
$153K +$141K +2,481 New
DCM
474
Dupont Capital Management
Delaware
$130K -$92.1K -1,618 -44%
LSA
475
Leonteq Securities AG
Switzerland
$127K – – –
17 18
19
20 21

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.