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Ingersoll Rand

850 hedge funds and large institutions have $36B invested in Ingersoll Rand in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $23.3M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

11% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 274

2.73% more ownership

Funds ownership: 95.57%98.3% (+2.7%)

0% more funds holding

Funds holding: 848850 (+2)

2% less capital invested

Capital invested by funds: $36.6B → $36B (-$552M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
850
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
12.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
304
Reduced
274
Closed
66
Calls
$98.1M
Puts
$23.3M
Net Calls
+$74.8M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
451
Resources Management Corp
Connecticut
$530K
JIC
452
Johnson Investment Counsel
Ohio
$528K
ASN
453
Advisory Services Network
Georgia
$520K +$76.5K +832 +17%
WPC
454
Wedmont Private Capital
Pennsylvania
$520K +$25K +272 +5%
FT
455
Fiduciary Trust
Massachusetts
$517K -$100K -1,089 -16%
RBC
456
Romano Brothers & Co
Illinois
$515K
First Eagle Investment Management
457
First Eagle Investment Management
New York
$513K -$228K -2,477 -30%
ESB
458
Essex Savings Bank
Connecticut
$510K +$919 +10 +0.2%
HI
459
Horizon Investments
North Carolina
$509K -$51.1K -556 -9%
BPA
460
Beacon Pointe Advisors
California
$504K -$66.6K -725 -12%
MMHP
461
Murphy Middleton Hinkle & Parker
Georgia
$503K -$8.09K -88 -2%
FB
462
Fulton Bank
Pennsylvania
$492K +$63.1K +686 +14%
AAS
463
Avantax Advisory Services
Texas
$492K +$268K +2,917 +117%
SC
464
Savant Capital
Illinois
$489K +$7.54K +82 +2%
AWM
465
Apollon Wealth Management
South Carolina
$477K -$49.7K -541 -9%
CLOS
466
Compagnie Lombard Odier SCmA
Switzerland
$474K -$8.98M -97,664 -95%
NP
467
NorthRock Partners
Minnesota
$472K +$10.7K +116 +2%
ACM
468
Andina Capital Management
Utah
$472K +$88.2K +960 +23%
SDIC
469
South Dakota Investment Council
South Dakota
$463K
FFM
470
Forum Financial Management
Illinois
$460K +$1.29K +14 +0.3%
KIA
471
KCM Investment Advisors
California
$458K
CRC
472
Curi RMB Capital
Illinois
$456K +$184 +2 +0%
KCM
473
Kanawha Capital Management
Virginia
$452K +$28.7K +312 +7%
MAS
474
Meeder Advisory Services
Ohio
$450K +$83K +903 +22%
KPWS
475
Kestra Private Wealth Services
Texas
$449K -$232K -2,527 -34%

IR Hedge Fund Activity: Q2 2024 in Review

850 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2024, worth a combined $36B — down 1.5% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IR positions and 66 closed out — a net gain of 12 holders — while 304 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Artisan Partners, cutting an estimated $289M.

  • 850 institutional investors held Ingersoll Rand (IR) as of Q2 2024, up from 848 in Q1 2024.
  • Funds reported $36B of Ingersoll Rand stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 78 funds opened new Ingersoll Rand positions in Q2 2024 and 66 closed out, a net change of +12 holders.
  • The largest Ingersoll Rand buyer in Q2 2024 was Capital World Investors, an estimated $1.23B added.
  • The largest Ingersoll Rand seller in Q2 2024 was Artisan Partners, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2024.