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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
ALAM
526
Asahi Life Asset Management
Japan
$348K +$352K +3,830 New
FFBTD
527
First Financial Bank - Trust Division
Ohio
$346K +$919 +10 +0.3%
DADC
528
D.A. Davidson & Co
Montana
$346K
QC
529
Quent Capital
New York
$346K +$6.71K +73 +2%
APC
530
Aspire Private Capital
North Carolina
$343K
GC
531
Grimes & Company
Massachusetts
$341K
SAM
532
Silvercrest Asset Management
New York
$340K +$8.27K +90 +2%
SIS
533
Sound Income Strategies
Florida
$339K +$92 +1 +0%
BHC
534
Bowen Hanes & Co
Florida
$336K
IAIM
535
International Assets Investment Management
Florida
$335K
TAM
536
Tocqueville Asset Management
New York
$334K +$2.3K +25 +0.7%
SC
537
Syon Capital
California
$332K +$5.97K +65 +2%
LFAS
538
Level Four Advisory Services
Texas
$331K +$335K +3,647 New
HIC
539
Holderness Investments Company
North Carolina
$331K +$4.6K +50 +1%
CA
540
Cullinan Associates
Kentucky
$329K -$71.2K -775 -18%
SRA
541
Secured Retirement Advisors
Minnesota
$329K
BRWA
542
B. Riley Wealth Advisors
Florida
$328K +$45.4K +494 +16%
FWCM
543
Ferguson Wellman Capital Management
Oregon
$327K
BSW
544
Buckingham Strategic Wealth
Missouri
$326K -$276 -3 -0.1%
ECM
545
Evergreen Capital Management
Washington
$324K +$21.1K +230 +7%
SAI
546
Systematic Alpha Investments
New Jersey
$324K
KFP
547
KMG Fiduciary Partners
Ohio
$323K
Verition Fund Management
548
Verition Fund Management
Connecticut
$322K -$8.76M -95,284 -96%
HNB
549
Huntington National Bank
Ohio
$321K +$9.28K +101 +3%
APWA
550
Atlas Private Wealth Advisors
New Jersey
$321K +$324K +3,530 New

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.