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Ingersoll Rand

928 hedge funds and large institutions have $35.9B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 330 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $19.6M

116% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 275

7% more funds holding

Funds holding: 866928 (+62)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 99.08%98.44% (-0.64%)

9% less capital invested

Capital invested by funds: $39.3B → $35.9B (-$3.38B)

Holders
928
Holders Change
+62
Holders Change %
+7.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
149
Increased
330
Reduced
275
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
501
Beacon Pointe Advisors
California
$509K +$44K +442 +9%
SFA
502
Sequoia Financial Advisors
Ohio
$508K +$50.5K +507 +10%
SAM
503
Shell Asset Management
Netherlands
$508K +$217K +2,179 +63%
ESB
504
Essex Savings Bank
Connecticut
$507K -$199 -2 -0%
IC
505
IEQ Capital
California
$504K -$787K -7,907 -59%
APW
506
Aventura Private Wealth
Florida
$503K +$553K +5,556 New
MMHP
507
Murphy Middleton Hinkle & Parker
Georgia
$501K
HI
508
Horizon Investments
North Carolina
$500K +$5.28K +53 +1%
MAS
509
Meeder Advisory Services
Ohio
$498K +$35.6K +358 +7%
PS
510
Principal Securities
Iowa
$495K +$147K +1,477 +37%
CFP
511
Catalyst Financial Partners
Massachusetts
$490K -$91K -914 -14%
FTUS
512
Flow Traders U.S.
New York
$484K +$533K +5,351 New
NP
513
NorthRock Partners
Minnesota
$483K -$7.27K -73 -1%
RBC
514
Romano Brothers & Co
Illinois
$481K -$34.8K -350 -6%
SCA
515
Snowden Capital Advisors
New York
$479K -$34.4K -346 -6%
SW
516
SMART Wealth
Nebraska
$471K +$519K +5,208 New
FFA
517
First Foundation Advisors
California
$462K
SDIC
518
South Dakota Investment Council
South Dakota
$461K
PA
519
Pinnacle Associates
New York
$460K +$74.8K +751 +17%
FFM
520
Forum Financial Management
Illinois
$456K -$6.67K -67 -1%
CRC
521
Curi RMB Capital
Illinois
$454K -$22.5K -226 -4%
KCM
522
Kanawha Capital Management
Virginia
$452K -$9.96K -100 -2%
Jones Financial Companies
523
Jones Financial Companies
Missouri
$441K +$284K +2,854 +141%
PA
524
Profund Advisors
Maryland
$439K +$10.4K +104 +2%
SWP
525
Strategic Wealth Partners
Ohio
$437K +$85.9K +863 +22%

IR Hedge Fund Activity: Q4 2024 in Review

928 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2024, worth a combined $35.9B — down 8.6% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IR positions and 69 closed out — a net gain of 80 holders — while 330 added to existing stakes and 275 trimmed.

The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Artisan Partners, cutting an estimated $476M.

  • 928 institutional investors held Ingersoll Rand (IR) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $35.9B of Ingersoll Rand stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 149 funds opened new Ingersoll Rand positions in Q4 2024 and 69 closed out, a net change of +80 holders.
  • The largest Ingersoll Rand buyer in Q4 2024 was UBS Group, an estimated $202M added.
  • The largest Ingersoll Rand seller in Q4 2024 was Artisan Partners, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2024.