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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
FB
501
Fulton Bank
Pennsylvania
$234K +$5.62K +95 +3%
UCFA
502
United Capital Financial Advisors
Texas
$233K +$211K +3,562 New
SAI
503
Systematic Alpha Investments
New Jersey
$233K
SFI
504
Siemens Fonds Invest
Germany
$232K
HIC
505
Holderness Investments Company
North Carolina
$231K +$1.48K +25 +0.7%
APWA
506
Atlas Private Wealth Advisors
New Jersey
$231K +$209K +3,528 New
CHAM
507
Clear Harbor Asset Management
Connecticut
$229K
PWPS
508
Pinnacle Wealth Planning Services
Ohio
$229K +$1.12K +19 +0.5%
IAIM
509
International Assets Investment Management
Florida
$228K +$2.01K +34 +1%
HWA
510
Heritage Wealth Advisors
Virginia
$228K
FHA
511
Flagship Harbor Advisors
Massachusetts
$225K +$204K +3,445 New
GBT
512
Grove Bank & Trust
Florida
$225K -$5.08K -86 -2%
OIA
513
OneDigital Investment Advisors
Kansas
$223K -$66.3K -1,122 -25%
RG
514
Retirement Group
California
$222K +$319K +5,400 +648%
WC
515
Westhampton Capital
North Carolina
$222K +$200K +3,391 New
PGIM
516
Pacific Global Investment Management
California
$221K +$200K +3,384 New
KFP
517
KMG Fiduciary Partners
Ohio
$219K +$198K +3,352 New
FAB
518
First American Bank
Illinois
$218K +$197K +3,335 New
HT
519
Heritage Trust
Oklahoma
$218K +$197K +3,334 New
ECM
520
Evergreen Capital Management
Washington
$218K +$197K +3,333 New
GIA
521
GHP Investment Advisors
Colorado
$217K +$2.19K +37 +1%
MAS
522
Meeder Advisory Services
Ohio
$212K -$34.8K -588 -15%
FG
523
Fiduciary Group
Georgia
$209K +$189K +3,199 New
MF
524
Magnetar Financial
Illinois
$206K +$186K +3,148 New
HAS
525
HBW Advisory Services
California
$205K +$185K +3,131 New

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.