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Ingersoll Rand

522 hedge funds and large institutions have $11.4B invested in Ingersoll Rand in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

14% more capital invested

Capital invested by funds: $9.96B → $11.4B (+$1.39B)

0.26% more ownership

Funds ownership: 96.65%96.91% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 544522 (-22)

21% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 91

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
522
Holders Change
-22
Holders Change %
-4.04%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
139
Reduced
216
Closed
91
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.92M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$82.5M +$27.9M +988,970 +51%
TCAM
27
Turtle Creek Asset Management
Ontario, Canada
$75.9M -$15.9M -564,550 -17%
Goldman Sachs
28
Goldman Sachs
New York
$59.5M +$7.62M +269,658 +15%
N
29
Nuveen
North Carolina
$58.2M -$7.81M -276,593 -12%
Bank of America
30
Bank of America
North Carolina
$46.9M -$6.35M -224,633 -12%
Invesco
31
Invesco
Georgia
$43.9M +$11.2M +396,298 +34%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$42.9M -$2.41M -85,421 -5%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$41.2M -$6.3M -222,867 -13%
CCM
34
CAAS Capital Management
New York
$41.1M +$41.3M +1,461,255 New
Legal & General Group
35
Legal & General Group
United Kingdom
$39.8M +$4.37M +154,862 +12%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$39.3M +$5.92M +209,609 +18%
Swiss National Bank
37
Swiss National Bank
Switzerland
$39.3M +$672K +23,800 +2%
GKIM
38
GW&K Investment Management
Massachusetts
$34.3M +$228K +8,072 +0.7%
Morgan Stanley
39
Morgan Stanley
New York
$32.7M +$6.52M +230,684 +25%
Franklin Resources
40
Franklin Resources
California
$32.3M -$683K -24,194 -2%
Federated Hermes
41
Federated Hermes
Pennsylvania
$30.9M +$16.6M +589,365 +116%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$30.1M +$1.23M +43,570 +4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$29.7M -$1.67M -59,100 -5%
Wells Fargo
44
Wells Fargo
California
$27.5M +$28.1K +993 +0.1%
TRSOTSOK
45
Teachers Retirement System of the State of Kentucky
Kentucky
$27.1M +$1.3M +45,883 +5%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$26.8M +$16.1M +569,513 +148%
Blackstone Inc
47
Blackstone Inc
New York
$26.7M +$26.8M +950,000 New
Deutsche Bank
48
Deutsche Bank
Germany
$26.5M +$5.53M +195,598 +26%
AAMU
49
Amundi Asset Management US
Massachusetts
$26.5M +$3.69M +130,765 +16%
PPA
50
Parametric Portfolio Associates
Washington
$23.2M -$1.53M -54,007 -6%

IR Hedge Fund Activity: Q2 2020 in Review

522 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2020, worth a combined $11.4B — up 14% from $9.96B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of IR and 72 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $287M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $731M.

  • 522 institutional investors held Ingersoll Rand (IR) as of Q2 2020, down from 544 in Q1 2020.
  • Funds reported $11.4B of Ingersoll Rand stock for Q2 2020, up 14% quarter-over-quarter.
  • 72 funds opened new Ingersoll Rand positions in Q2 2020 and 91 closed out, a net change of -19 holders.
  • The largest Ingersoll Rand buyer in Q2 2020 was T. Rowe Price Associates, an estimated $287M added.
  • The largest Ingersoll Rand seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2020.