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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
WPC
476
Wedmont Private Capital
Pennsylvania
$281K +$25.2K +427 +11%
MNBTD
477
Moody National Bank Trust Division
Texas
$280K
BHC
478
Bowen Hanes & Co
Florida
$280K
VIA
479
Virtus Investment Advisers
Connecticut
$278K
FT
480
Fiduciary Trust
Massachusetts
$273K +$5.85K +99 +2%
AWM
481
Alterna Wealth Management
Texas
$270K +$14.3K +242 +6%
GC
482
Grimes & Company
Massachusetts
$267K +$1.36K +23 +0.6%
SPIA
483
Steward Partners Investment Advisory
New York
$266K +$63.1K +1,067 +36%
HHGA
484
Halbert Hargrove Global Advisors
California
$266K -$32.7K -553 -12%
APP
485
Avantax Planning Partners
Iowa
$265K +$8.63K +146 +4%
CSI
486
Cross Staff Investments
New York
$261K
KPWS
487
Kestra Private Wealth Services
Texas
$260K +$6.33K +107 +3%
RCA
488
Resonant Capital Advisors
Wisconsin
$259K +$1.06K +18 +0.5%
IAMOG
489
Investors Asset Management of Georgia
Georgia
$256K
BPC
490
Banque Pictet & Cie
Switzerland
$255K
FWCM
491
Ferguson Wellman Capital Management
Oregon
$251K -$769 -13 -0.3%
FFBTD
492
First Financial Bank - Trust Division
Ohio
$248K
JIC
493
Johnson Investment Counsel
Ohio
$248K +$16.2K +274 +8%
MYAM
494
Meiji Yasuda Asset Management
Japan
$248K
APC
495
Aspire Private Capital
North Carolina
$247K +$11K +186 +5%
MFG
496
MidWestOne Financial Group
Iowa
$245K +$222K +3,748 New
BTI
497
Blue Trust Inc
Georgia
$242K -$15.5K -263 -6%
CC
498
Corton Capital
Ontario, Canada
$241K +$218K +3,690 New
NRS
499
Neville Rodie & Shaw
New York
$235K
OAM
500
Ostrum Asset Management
France
$235K +$177 +3 +0.1%

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.