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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
476
MCF Advisors
Kentucky
$20K
TWA
477
TCI Wealth Advisors
Arizona
$20K +$1.99K +48 +12%
CFB
478
Cullen/Frost Bankers
Texas
$19K -$4.68K -113 -21%
FCA
479
FinTrust Capital Advisors
South Carolina
$19K
FMB
480
Field & Main Bank
Kentucky
$18K
TPCW
481
TD Private Client Wealth
New York
$17.7K -$166 -4 -1%
RE
482
RBC Europe
United Kingdom
$17.7K
NO
483
Ninety One
South Africa
$17K
ICP
484
Interchange Capital Partners
Pennsylvania
$17K +$15.8K +381 New
IA
485
Inspire Advisors
Idaho
$16K +$14.6K +352 New
NFG
486
Next Financial Group
Texas
$15K
AWG
487
Altus Wealth Group
Colorado
$15K +$13.3K +322 New
CFA
488
Carroll Financial Associates
North Carolina
$14K
LC
489
Lindbrook Capital
California
$14K
NSIM
490
North Star Investment Management
Illinois
$14K
BCA
491
Berman Capital Advisors
Georgia
$14K +$1.37K +33 +12%
CCA
492
Childress Capital Advisors
Texas
$14K +$12.5K +301 New
VCM
493
Versant Capital Management
Arizona
$13K
GWS
494
Glassman Wealth Services
Virginia
$13K +$124 +3 +1%
AIM
495
Anchor Investment Management
South Carolina
$12K
AIM
496
Arcadia Investment Management
Michigan
$12K -$4.18K -101 -28%
APWM
497
Atlas Private Wealth Management
New York
$12K
OSNBOA
498
Old Second National Bank of Aurora
Illinois
$12K
DWP
499
Destiny Wealth Partners
Florida
$11K +$9.93K +240 New
COCM
500
Charter Oak Capital Management
New Hampshire
$11K +$10K +242 New

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.