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Ingersoll Rand

573 hedge funds and large institutions have $19.7B invested in Ingersoll Rand in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 159

2.73% more ownership

Funds ownership: 94.15%96.88% (+2.7%)

2% more capital invested

Capital invested by funds: $19.4B → $19.7B (+$324M)

8% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $24.4M

2% less funds holding

Funds holding: 586573 (-13)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
9.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
203
Reduced
159
Closed
60
Calls
$22.5M
Puts
$24.4M
Net Calls
-$1.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
26
Holocene Advisors
New York
$115M +$52.8M +1,076,363 +85%
Legal & General Group
27
Legal & General Group
United Kingdom
$106M +$6.57M +133,907 +7%
Invesco
28
Invesco
Georgia
$101M +$18.8M +382,596 +23%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$99.8M +$34.6M +704,067 +52%
ZIG
30
Zurich Insurance Group
Switzerland
$96.9M -$5.07M -103,296 -5%
EVM
31
Eaton Vance Management
Massachusetts
$96.3M -$19.3M -394,282 -17%
Charles Schwab
32
Charles Schwab
California
$84.1M +$2.45M +49,982 +3%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$83.7M +$1.14M +23,136 +1%
N
34
Nuveen
North Carolina
$83.2M +$1.64M +33,512 +2%
Wells Fargo
35
Wells Fargo
California
$77.1M +$9.59M +195,367 +14%
Citadel Advisors
36
Citadel Advisors
Florida
$75.9M -$79M -1,609,625 -51%
Bank of America
37
Bank of America
North Carolina
$75.5M +$832K +16,944 +1%
Morgan Stanley
38
Morgan Stanley
New York
$75.5M +$26.5M +539,523 +54%
Swiss National Bank
39
Swiss National Bank
Switzerland
$75M +$8.49M +173,060 +13%
GKIM
40
GW&K Investment Management
Massachusetts
$70.7M +$1.03M +21,005 +1%
SEI Investments
41
SEI Investments
Pennsylvania
$65.5M +$48.4M +986,019 +277%
Federated Hermes
42
Federated Hermes
Pennsylvania
$64.4M +$15.3M +311,971 +31%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$62.2M +$19.6K +400 +0%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$61.4M +$61.4M +1,251,417 +19,717%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$60.8M +$2.41M +49,135 +4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$56M -$1.52M -30,999 -3%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$54.2M +$5.14M +104,659 +10%
Deutsche Bank
48
Deutsche Bank
Germany
$53.8M +$3.27M +66,568 +6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$48.8M +$5.81M +118,467 +13%
Franklin Resources
50
Franklin Resources
California
$48.4M -$131K -2,676 -0.3%

IR Hedge Fund Activity: Q2 2021 in Review

573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2021, worth a combined $19.7B — up 1.7% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IR and 54 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 203 added.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $736M.

  • 573 institutional investors held Ingersoll Rand (IR) as of Q2 2021, down from 586 in Q1 2021.
  • Funds reported $19.7B of Ingersoll Rand stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 54 funds opened new Ingersoll Rand positions in Q2 2021 and 60 closed out, a net change of -6 holders.
  • The largest Ingersoll Rand buyer in Q2 2021 was JP Morgan Chase, an estimated $340M added.
  • The largest Ingersoll Rand seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2021.