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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
FCA
476
FinTrust Capital Advisors
South Carolina
$21K
MA
477
MCF Advisors
Kentucky
$21K
NO
478
Ninety One
South Africa
$21K +$1.72K +35 +9%
AIM
479
Arcadia Investment Management
Michigan
$21K +$8.34K +170 +64%
TPCW
480
TD Private Client Wealth
New York
$20.7K +$4.02K +82 +24%
NFG
481
Next Financial Group
Texas
$20K +$2.7K +55 +16%
FMB
482
Field & Main Bank
Kentucky
$19K
RE
483
RBC Europe
United Kingdom
$18.9K
CFB
484
Cullen/Frost Bankers
Texas
$17K -$3.34K -68 -16%
CFA
485
Carroll Financial Associates
North Carolina
$16K -$3.83K -78 -19%
GWS
486
Glassman Wealth Services
Virginia
$16K +$1.62K +33 +11%
AA
487
Ancora Advisors
Ohio
$16K +$6.72K +137 +69%
LC
488
Lindbrook Capital
California
$15K -$294 -6 -2%
NSIM
489
North Star Investment Management
Illinois
$15K
VCM
490
Versant Capital Management
Arizona
$14K
WP
491
WealthShield Partners
North Carolina
$14K
PGWM
492
Parisi Gray Wealth Management
New Jersey
$14K +$13.9K +284 New
SIM
493
Sonora Investment Management
Arizona
$13K +$12.9K +262 New
AIM
494
Anchor Investment Management
South Carolina
$12.9K
COCM
495
Charter Oak Capital Management
New Hampshire
$12K
ME
496
McIlrath & Eck
Washington
$12K
SFP
497
Sterling Financial Planning
New Jersey
$12K
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$12K +$11.1K +226 +1,130%
PFBT
499
Parkside Financial Bank & Trust
Missouri
$11K -$49 -1 -0.4%
PWMG
500
Prestige Wealth Management Group
New Jersey
$11K

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.