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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
SFSIG
501
San Francisco Sentry Investment Group
California
$1K -$395 -14 -22%
EW
502
Evoke Wealth
California
$1K -$85 -3 -11%
BEI
503
Benjamin Edwards Inc
Missouri
$1K
CHA
504
Carmichael Hill & Associates
Maryland
$1K
CAC
505
Certified Advisory Corp
Florida
$1K
MF
506
Manchester Financial
California
$1K
MSFP
507
Mark Sheptoff Financial Planning
Connecticut
$1K
M
508
MOTCO
Texas
$1K
PFPT
509
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K
EWA
510
Evolution Wealth Advisors
Florida
$1K +$1.13K +40 New
RG
511
Retirement Group
California
$1K +$1.24K +44 New
RIM
512
Rockbridge Investment Management
New York
$1K +$1.5K +53 New
AWA
513
Arkadios Wealth Advisors
Georgia
$951 -$3.64K -129 -80%
TI
514
tru Independence
Oregon
$64 -$508 -18 -0.8%
Baird Financial Group
515
Baird Financial Group
Wisconsin
-$26.1M -1,054,432 Closed
Holocene Advisors
516
Holocene Advisors
New York
-$8.21M -331,103 Closed
NIMC
517
NWQ Investment Management Company
California
-$5.77M -232,657 Closed
MSV
518
MN Services Vermogensbeheer
Netherlands
-$4.54M -182,985 Closed
CTB
519
Country Trust Bank
Illinois
-$3.54M -142,607 Closed
MWNA
520
Marshall Wace North America
New York
-$3.5M -141,223 Closed
HW
521
Hancock Whitney
Mississippi
-$1.78M -71,945 Closed
N
522
Natixis
France
-$1.48M -59,494 Closed
SIA
523
Sit Investment Associates
Minnesota
-$1.38M -55,513 Closed
WG
524
Winton Group
United Kingdom
-$1.17M -47,160 Closed
MC
525
Martin & Co
Tennessee
-$908K -36,604 Closed

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.