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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
BC
501
Bartlett & Co
Ohio
$10K -$4.91K -100 -33%
1832 Asset Management
502
1832 Asset Management
Ontario, Canada
$10K
MAM
503
Marquette Asset Management
Minnesota
$10K
TFM
504
TFC Financial Management
Massachusetts
$10K
BCWM
505
Bartlett & Co Wealth Management
Ohio
$9.76K -$4.91K -100 -33%
CFO
506
CVA Family Office
Colorado
$9K -$3.93K -80 -30%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$9K
OSNBOA
508
Old Second National Bank of Aurora
Illinois
$9K
OC
509
Oakworth Capital
Alabama
$9K +$589 +12 +7%
SWA
510
Sutton Wealth Advisors
Florida
$8.25K
AF
511
Arrow Financial
New York
$8K -$1.28K -26 -14%
CAL
512
Capital Analysts LLC
Pennsylvania
$8K
FRA
513
Front Row Advisors
California
$8K
JFA
514
JNBA Financial Advisors
Minnesota
$8K
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$8K
GRP
516
Global Retirement Partners
California
$8K +$196 +4 +3%
BWP
517
Baldwin Wealth Partners
Massachusetts
$7K
TFIPS
518
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.44K
EARNEST Partners
519
EARNEST Partners
Georgia
$6K
HCP
520
Hexagon Capital Partners
Arkansas
$6K
IRC
521
Investors Research Corp
Georgia
$6K
RFA
522
Reilly Financial Advisors
California
$6K
TFO
523
Tarbox Family Office
California
$6K
AIG
524
American International Group
New York
$5.56K -$24.8K -506 -0.4%
BWM
525
Baystate Wealth Management
Massachusetts
$5K

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.