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Ingersoll Rand

717 hedge funds and large institutions have $25.3B invested in Ingersoll Rand in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $9.72M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682717 (+35)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0.21% less ownership

Funds ownership: 96.16%95.95% (-0.21%)

Holders
717
Holders Change
+35
Holders Change %
+5.13%
% of All Funds
11.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
82
Increased
243
Reduced
228
Closed
46
Calls
$30.7M
Puts
$9.72M
Net Calls
+$21M
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
26
Amundi
France
$174M +$23.7M +401,538 +18%
Legal & General Group
27
Legal & General Group
United Kingdom
$173M +$6.23M +105,379 +4%
TCAM
28
Turtle Creek Asset Management
Ontario, Canada
$163M -$11.2M -189,780 -7%
Charles Schwab
29
Charles Schwab
California
$133M -$205K -3,475 -0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$132M -$2.04M -34,572 -2%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$130M -$28.2M -477,182 -19%
DZ Bank
32
DZ Bank
Germany
$128M +$103M +1,734,799 +774%
DCP
33
Durable Capital Partners
Maryland
$126M
Franklin Resources
34
Franklin Resources
California
$126M -$1.25M -21,129 -1%
SEI Investments
35
SEI Investments
Pennsylvania
$121M -$1.67M -28,192 -1%
Man Group
36
Man Group
United Kingdom
$120M +$109M +1,836,970 New
Millennium Management
37
Millennium Management
New York
$117M +$13.6M +230,388 +15%
AllianceBernstein
38
AllianceBernstein
Tennessee
$115M -$4.21M -71,235 -4%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$103M -$23.9M -404,551 -20%
Holocene Advisors
40
Holocene Advisors
New York
$96.5M -$47.9M -810,477 -35%
Swiss National Bank
41
Swiss National Bank
Switzerland
$95.6M -$8.54M -144,400 -9%
Goldman Sachs
42
Goldman Sachs
New York
$89M -$1.68M -28,410 -2%
ZIG
43
Zurich Insurance Group
Switzerland
$85.8M +$15.9M +268,650 +26%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$84.8M +$54.5M +921,234 +239%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$84.5M +$191K +3,226 +0.3%
CIM
46
CCLA Investment Management
United Kingdom
$77M +$767K +12,975 +1%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$75.7M -$10.5M -178,068 -13%
DLA
48
Douglas Lane & Associates
New York
$74.2M -$683K -11,546 -1%
Deutsche Bank
49
Deutsche Bank
Germany
$71.6M +$5.19M +87,793 +9%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$69.7M -$12.3M -207,696 -16%

IR Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2023, worth a combined $25.3B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IR positions and 46 closed out — a net gain of 36 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $146M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 717 institutional investors held Ingersoll Rand (IR) as of Q2 2023, up from 682 in Q1 2023.
  • Funds reported $25.3B of Ingersoll Rand stock for Q2 2023, up 11% quarter-over-quarter.
  • 82 funds opened new Ingersoll Rand positions in Q2 2023 and 46 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q2 2023 was VOYA Investment Management, an estimated $146M added.
  • The largest Ingersoll Rand seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.