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Ingersoll Rand

850 hedge funds and large institutions have $36B invested in Ingersoll Rand in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $23.3M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

11% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 274

2.73% more ownership

Funds ownership: 95.57%98.3% (+2.7%)

0% more funds holding

Funds holding: 848850 (+2)

2% less capital invested

Capital invested by funds: $36.6B → $36B (-$552M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
850
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
12.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
304
Reduced
274
Closed
66
Calls
$98.1M
Puts
$23.3M
Net Calls
+$74.8M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
501
Widmann Financial Services
Maryland
$394K
CI
502
Cigna Investments
Connecticut
$391K
BFS
503
Bradley Foster & Sargent
Connecticut
$386K -$73K -794 -16%
AIP
504
Ameritas Investment Partners
Nebraska
$386K -$26.3K -286 -6%
SPIA
505
Steward Partners Investment Advisory
New York
$380K -$2.21K -24 -0.6%
IIC
506
Integrated Investment Consultants
Michigan
$380K
P
507
Pitcairn
Pennsylvania
$379K +$31.1K +338 +9%
SC
508
Sapient Capital
Indiana
$378K +$368 +4 +0.1%
Two Sigma Investments
509
Two Sigma Investments
New York
$375K -$1.96M -21,368 -84%
DAS
510
Dynamic Advisor Solutions
Arizona
$372K -$8.18K -89 -2%
HHGA
511
Halbert Hargrove Global Advisors
California
$369K
CHP
512
Cable Hill Partners
Oregon
$368K +$373K +4,053 New
CCAL
513
City Center Advisors LLC
Michigan
$368K
RFN
514
RDA Financial Network
Iowa
$367K -$53.6K -583 -13%
CSI
515
Cross Staff Investments
New York
$363K
PAS
516
Park Avenue Securities
New York
$361K +$38.7K +421 +12%
Lido Advisors
517
Lido Advisors
California
$359K +$49.5K +539 +16%
DFCM
518
Dark Forest Capital Management
Puerto Rico
$358K -$12K -131 -3%
PRC
519
Pearl River Capital
Michigan
$358K +$362K +3,938 New
HT
520
Heritage Trust
Oklahoma
$356K +$22.1K +240 +7%
IAMOG
521
Investors Asset Management of Georgia
Georgia
$353K -$2.57K -28 -0.7%
MWM
522
MGB Wealth Management
Texas
$352K
CFG
523
Cooper Financial Group
California
$349K +$353K +3,839 New
GA
524
Geller Advisors
New York
$348K +$9.19K +100 +3%
GIA
525
Guyasuta Investment Advisors
Pennsylvania
$348K

IR Hedge Fund Activity: Q2 2024 in Review

850 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2024, worth a combined $36B — down 1.5% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IR positions and 66 closed out — a net gain of 12 holders — while 304 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Artisan Partners, cutting an estimated $289M.

  • 850 institutional investors held Ingersoll Rand (IR) as of Q2 2024, up from 848 in Q1 2024.
  • Funds reported $36B of Ingersoll Rand stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 78 funds opened new Ingersoll Rand positions in Q2 2024 and 66 closed out, a net change of +12 holders.
  • The largest Ingersoll Rand buyer in Q2 2024 was Capital World Investors, an estimated $1.23B added.
  • The largest Ingersoll Rand seller in Q2 2024 was Artisan Partners, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2024.