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Ingersoll Rand

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587661 (+74)

3.64% more ownership

Funds ownership: 94.19%97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
PointState Capital
New York
$152M +$44.7M +785,177 +47%
ZIG
27
Zurich Insurance Group
Switzerland
$148M +$9.18M +161,205 +7%
Legal & General Group
28
Legal & General Group
United Kingdom
$144M -$4.1M -71,922 -3%
Macquarie Group
29
Macquarie Group
Australia
$141M -$25.9M -454,660 -17%
SEI Investments
30
SEI Investments
Pennsylvania
$141M +$5.62M +98,627 +5%
Citadel Advisors
31
Citadel Advisors
Florida
$136M +$106M +1,858,328 +543%
EVM
32
Eaton Vance Management
Massachusetts
$134M +$11.9M +209,486 +11%
BGC
33
Beutel, Goodman & Co
Ontario, Canada
$125M -$57M -1,000,581 -33%
Charles Schwab
34
Charles Schwab
California
$122M +$4.09M +71,795 +4%
Invesco
35
Invesco
Georgia
$112M -$4.33M -76,115 -4%
Morgan Stanley
36
Morgan Stanley
New York
$107M +$13.8M +241,782 +16%
CIM
37
CCLA Investment Management
United Kingdom
$106M -$25.1M -440,226 -20%
Federated Hermes
38
Federated Hermes
Pennsylvania
$106M -$354K -6,224 -0.4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$95.3M -$3.51M -61,600 -4%
GKIM
40
GW&K Investment Management
Massachusetts
$93.4M +$4.29M +75,401 +5%
UBS Group
41
UBS Group
Switzerland
$93.4M +$21.7M +381,141 +34%
Bank of America
42
Bank of America
North Carolina
$92.4M -$26.4M -462,940 -24%
Franklin Resources
43
Franklin Resources
California
$86.9M -$46.4K -814 -0.1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$83M +$632K +11,092 +0.8%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$77.7M +$160K +2,802 +0.2%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$75.9M +$2.68M +47,093 +4%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$75.1M -$738K -12,969 -1%
PPA
48
Parametric Portfolio Associates
Washington
$71.9M +$6M +105,453 +10%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$71.5M -$12.1M -212,145 -16%
Deutsche Bank
50
Deutsche Bank
Germany
$68.4M +$4.57M +80,252 +8%

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.