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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
CA
526
Crewe Advisors
Utah
$5K
GCM
527
Gables Capital Management
Florida
$5K
RA
528
Resolute Advisors
California
$5K
TH
529
TCTC Holdings
Texas
$5K
TLCM
530
Twin Lakes Capital Management
California
$5K
SWA
531
SOA Wealth Advisors
New York
$5K +$2.16K +44 +58%
AWA
532
Arkadios Wealth Advisors
Georgia
$4K
AWM
533
Avior Wealth Management
Nebraska
$4K
BMD
534
Better Money Decisions
New Mexico
$4K
DI
535
Disciplined Investments
Oklahoma
$4K
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
Jones Financial Companies
537
Jones Financial Companies
Missouri
$4K +$4.07K +83 New
Nisa Investment Advisors
538
Nisa Investment Advisors
Missouri
$3.48K -$249K -5,075 -7%
GEA
539
Glen Eagle Advisors
New Jersey
$3.22K
DAM
540
Delta Asset Management
Tennessee
$3K -$1.23K -25 -28%
CWP
541
Concord Wealth Partners
Virginia
$3K -$98 -2 -3%
CFN
542
Cordasco Financial Network
Florida
$3K
MHR
543
Matthew Hamilton Rosenberg
$3K
RIM
544
Rockbridge Investment Management
New York
$3K
MCM
545
MV Capital Management
Maryland
$3K +$2.01K +41 +342%
HF
546
Halpern Financial
Virginia
$2K
OIA
547
Optimum Investment Advisors
Illinois
$2K -$77.9K -1,587 -98%
EW
548
Evoke Wealth
California
$2K -$1.32K -27 -42%
FF
549
FourThought Financial
Florida
$2K -$687 -14 -25%
APC
550
Aspire Private Capital
North Carolina
$2K

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.