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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% 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
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
526
Grimes & Company
Massachusetts
$356K -$257 -3 -0.1%
GA
527
Geller Advisors
New York
$355K -$41.5K -485 -11%
QC
528
Quent Capital
New York
$355K +$2.82K +33 +0.9%
SIS
529
Sound Income Strategies
Florida
$354K
BHC
530
Bowen Hanes & Co
Florida
$352K
HT
531
Heritage Trust
Oklahoma
$350K -$5.47K -64 -2%
GIA
532
Guyasuta Investment Advisors
Pennsylvania
$348K
SAM
533
Silvercrest Asset Management
New York
$347K -$684 -8 -0.2%
TAM
534
Tocqueville Asset Management
New York
$347K +$312K +3,651 New
NL
535
NWAM LLC
Washington
$346K -$56.7K -663 -15%
IAIM
536
International Assets Investment Management
Florida
$345K +$3.76K +44 +1%
SRA
537
Secured Retirement Advisors
Minnesota
$344K
MWM
538
MGB Wealth Management
Texas
$344K
CNBT
539
Canandaigua National Bank & Trust
New York
$343K -$13.3K -156 -4%
FWCM
540
Ferguson Wellman Capital Management
Oregon
$342K
MSS
541
Mitchell Sinkler & Starr
Pennsylvania
$341K +$308K +3,595 New
SC
542
Syon Capital
California
$341K -$277K -3,234 -47%
BSW
543
Buckingham Strategic Wealth
Missouri
$341K +$25.6K +299 +9%
HIC
544
Holderness Investments Company
North Carolina
$341K +$4.28K +50 +1%
SAI
545
Systematic Alpha Investments
New Jersey
$338K
KFP
546
KMG Fiduciary Partners
Ohio
$338K +$8.55K +100 +3%
PAS
547
Park Avenue Securities
New York
$337K +$33.1K +387 +12%
CHAM
548
Clear Harbor Asset Management
Connecticut
$333K -$5.3K -62 -2%
FDCDDQ
549
Federation des caisses Desjardins du Quebec
Quebec, Canada
$331K +$121K +1,419 +57%
PWPS
550
Pinnacle Wealth Planning Services
Ohio
$331K -$171 -2 -0.1%

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.