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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
526
First Trust Direct Indexing
Massachusetts
$6K +$5.3K +128 New
AIG
527
American International Group
New York
$5.78K -$198K -4,784 -4%
BWM
528
Baystate Wealth Management
Massachusetts
$5K
HCP
529
Hexagon Capital Partners
Arkansas
$5K
IRC
530
Investors Research Corp
Georgia
$5K
TFO
531
Tarbox Family Office
California
$5K
RFA
532
Reilly Financial Advisors
California
$5K +$1.49K +36 +46%
SWA
533
SOA Wealth Advisors
New York
$5K +$5.3K +128 New
AWM
534
Avior Wealth Management
Nebraska
$4K -$1.82K -44 -33%
ABC
535
Associated Banc-Corp
Wisconsin
$4K
CA
536
Crewe Advisors
Utah
$4K
DAM
537
Delta Asset Management
Tennessee
$4K
DI
538
Disciplined Investments
Oklahoma
$4K
GCM
539
Gables Capital Management
Florida
$4K
PFSC
540
Peoples Financial Services Corp
Pennsylvania
$4K
TH
541
TCTC Holdings
Texas
$4K
TF
542
Tompkins Financial
New York
$4K +$1.03K +25 +40%
GEA
543
Glen Eagle Advisors
New Jersey
$3.01K
TFGT
544
TS Financial Group (TSFG)
Illinois
$3K -$8.28K -200 -77%
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.41K -34 -38%
CFN
546
Cordasco Financial Network
Florida
$3K
MHR
547
Matthew Hamilton Rosenberg
$3K
PFGIA
548
Patriot Financial Group Insurance Agency
Massachusetts
$3K
AWA
549
Arkadios Wealth Advisors
Georgia
$3K +$703 +17 +30%
FCH
550
Freestone Capital Holdings
Washington
$2.73K

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.