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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
IRC
476
Investors Research Corp
Georgia
$3K
AWM
477
Avior Wealth Management
Nebraska
$3K +$2.54K +90 +205%
ABC
478
Associated Banc-Corp
Wisconsin
$3K +$2.63K +93 New
TH
479
TCTC Holdings
Texas
$3K +$2.63K +93 New
GAM
480
Guinness Asset Management
United Kingdom
$3K +$2.74K +97 New
NG
481
NWK Group
California
$3K +$2.74K +97 New
BCWM
482
Bartlett & Co Wealth Management
Ohio
$2.81K -$2.83K -100 -50%
PFGIA
483
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$10K -355 -86%
RFA
484
Reilly Financial Advisors
California
$2K -$226 -8 -9%
CFN
485
Cordasco Financial Network
Florida
$2K
DI
486
Disciplined Investments
Oklahoma
$2K
PFSC
487
Peoples Financial Services Corp
Pennsylvania
$2K
TCCM
488
Timber Creek Capital Management
Massachusetts
$2K
TF
489
Tompkins Financial
New York
$2K
WCG
490
Weaver Consulting Group
California
$2K
AWM
491
Apollon Wealth Management
South Carolina
$2K +$1.55K +55 New
MHR
492
Matthew Hamilton Rosenberg
$2K +$1.86K +66 New
FANJ
493
Financial Architects (New Jersey)
New Jersey
$2K +$2.15K +76 +633%
THWM
494
Taylor Hoffman Wealth Management
Virginia
$2K +$2.23K +79 New
CCA
495
Column Capital Advisors
Indiana
$2K +$2.83K +100 New
HF
496
Halpern Financial
Virginia
$1.15K
BL
497
Balentine LLC
Georgia
$1K -$11.2K -398 -94%
SSB
498
Sandy Spring Bank
Maryland
$1K -$10.4K -367 -89%
GI
499
Gradient Investments
Minnesota
$1K -$9.01K -319 -90%
PWMG
500
Prestige Wealth Management Group
New Jersey
$1K -$424 -15 -27%

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.