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Ingersoll Rand

177 hedge funds and large institutions have $6.06B invested in Ingersoll Rand in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

5% more funds holding

Funds holding: 169177 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.03% less ownership

Funds ownership: 79.12%79.08% (-0.03%)

10% less capital invested

Capital invested by funds: $6.71B → $6.06B (-$643M)

18% less call options, than puts

Call options by funds: $300K | Put options by funds: $368K

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
79
Reduced
55
Closed
23
Calls
$300K
Puts
$368K
Net Calls
-$68K
Net Calls Change
-$569K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
26
Teachers Retirement System of the State of Kentucky
Kentucky
$21.2M -$2.73M -81,757 -11%
Renaissance Technologies
27
Renaissance Technologies
New York
$20.6M +$4.6M +137,900 +26%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$20.5M -$98.9K -2,966 -0.4%
Ameriprise
29
Ameriprise
Minnesota
$18.1M +$18.7M +560,362 +1,997%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$17.8M +$783K +23,505 +4%
CG
31
Carmignac Gestion
France
$16.9M -$4M -120,000 -18%
AAMU
32
Amundi Asset Management US
Massachusetts
$16M +$768K +23,055 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$14.9M +$6.63M +199,038 +70%
IECM
34
Intrinsic Edge Capital Management
Illinois
$14.4M +$15.6M +468,987 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$14M -$2.03M -60,753 -12%
GIG
36
Goodnow Investment Group
Connecticut
$12.6M +$13.7M +411,400 New
BC
37
Beaconlight Capital
New York
$12M -$3.91M -117,300 -23%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$11.7M +$2.51M +75,194 +25%
SCM
39
SIR Capital Management
New York
$11.5M +$6.4M +191,876 +104%
Northern Trust
40
Northern Trust
Illinois
$11.5M +$2.77M +83,102 +29%
ECA
41
Encompass Capital Advisors
New York
$11M -$3.83M -115,000 -24%
Charles Schwab
42
Charles Schwab
California
$10.4M +$1.38M +41,383 +14%
FQ
43
First Quadrant
California
$10.4M +$11.3M +339,552 +538,971%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$9.51M -$1.78M -53,279 -15%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$9.45M +$10.3M +308,108 New
UBS Group
46
UBS Group
Switzerland
$8.39M -$398K -11,932 -4%
IP
47
Interval Partners
New York
$7.72M +$4.99M +149,847 +147%
JP Morgan Chase
48
JP Morgan Chase
New York
$7.29M +$2.67M +80,188 +51%
BCMNY
49
Buckingham Capital Management (New York)
New York
$7.24M +$78.8K +2,365 +1%
BA
50
Broadview Advisors
Wisconsin
$7.06M +$137K +4,100 +2%

IR Hedge Fund Activity: Q1 2018 in Review

177 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2018, worth a combined $6.06B — down 9.6% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IR positions and 23 closed out — a net gain of 10 holders — while 79 added to existing stakes and 55 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $39M. The largest seller was Teachers Advisors, cutting an estimated $45.1M.

  • 177 institutional investors held Ingersoll Rand (IR) as of Q1 2018, up from 169 in Q4 2017.
  • Funds reported $6.06B of Ingersoll Rand stock for Q1 2018, down 9.6% quarter-over-quarter.
  • 33 funds opened new Ingersoll Rand positions in Q1 2018 and 23 closed out, a net change of +10 holders.
  • The largest Ingersoll Rand buyer in Q1 2018 was OppenheimerFunds, an estimated $39M added.
  • The largest Ingersoll Rand seller in Q1 2018 was Teachers Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2018.