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Ingersoll Rand

205 hedge funds and large institutions have $5.62B invested in Ingersoll Rand in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $455K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more capital invested

Capital invested by funds: $4.04B → $5.62B (+$1.59B)

16% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 70

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

3% more ownership

Funds ownership: 80.27%83.27% (+3%)

2% more funds holding

Funds holding: 201205 (+4)

Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
4.44%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
44
Increased
81
Reduced
70
Closed
39
Calls
$1.98M
Puts
$455K
Net Calls
+$1.52M
Net Calls Change
+$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$29.4M +$18.8M +745,448 +239%
PCM
27
Peregrine Capital Management
Minnesota
$28.4M -$475K -18,876 -2%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$27.8M +$2.65M +105,448 +12%
Lazard Asset Management
29
Lazard Asset Management
New York
$27.3M +$24.7M +981,935 New
Millennium Management
30
Millennium Management
New York
$26.4M -$10.8M -429,987 -31%
GKIM
31
GW&K Investment Management
Massachusetts
$25.1M +$522K +20,760 +2%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$24.9M -$472K -18,771 -2%
Two Sigma Investments
33
Two Sigma Investments
New York
$23.8M -$14M -557,277 -39%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$22.7M +$406K +16,125 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$22.5M -$57.3M -2,276,987 -74%
Charles Schwab
36
Charles Schwab
California
$22M +$1.8M +71,450 +10%
PAM
37
Panagora Asset Management
Massachusetts
$20.9M +$9.14M +363,270 +93%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$20.1M +$18.2M +722,385 New
Bank of America
39
Bank of America
North Carolina
$19M +$2.21M +88,015 +15%
PAMP
40
Polar Asset Management Partners
Ontario, Canada
$17.8M -$4.51M -179,100 -22%
Northern Trust
41
Northern Trust
Illinois
$17.6M +$296K +11,763 +2%
SAM
42
Scopus Asset Management
New York
$17M +$15.3M +610,000 New
SCP
43
Sandhill Capital Partners
New York
$16.5M +$603K +23,961 +4%
TRSOTSOK
44
Teachers Retirement System of the State of Kentucky
Kentucky
$16.3M -$6.41M -254,717 -30%
Invesco
45
Invesco
Georgia
$15.2M +$2.08M +82,483 +18%
AAMU
46
Amundi Asset Management US
Massachusetts
$14.9M +$13.5M +535,009 New
William Blair Investment Management
47
William Blair Investment Management
Illinois
$13.1M -$4.68M -185,829 -28%
American Century Companies
48
American Century Companies
Missouri
$13.1M +$11.8M +470,544 New
Bank of New York Mellon
49
Bank of New York Mellon
New York
$12.4M -$286K -11,372 -2%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$11.8M +$194K +7,700 +2%

IR Hedge Fund Activity: Q1 2019 in Review

205 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2019, worth a combined $5.62B — up 39% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IR positions and 39 closed out — a net gain of 5 holders — while 81 added to existing stakes and 70 trimmed.

The largest buyer was Turtle Creek Asset Management, opening a new position worth an estimated $52.8M. The largest seller was Citadel Advisors, cutting an estimated $57.3M.

  • 205 institutional investors held Ingersoll Rand (IR) as of Q1 2019, up from 201 in Q4 2018.
  • Funds reported $5.62B of Ingersoll Rand stock for Q1 2019, up 39% quarter-over-quarter.
  • 44 funds opened new Ingersoll Rand positions in Q1 2019 and 39 closed out, a net change of +5 holders.
  • The largest Ingersoll Rand buyer in Q1 2019 was Turtle Creek Asset Management, an estimated $52.8M added.
  • The largest Ingersoll Rand seller in Q1 2019 was Citadel Advisors, an estimated $57.3M sold.

Based on aggregated 13F filings for Q1 2019.