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Ingersoll Rand

866 hedge funds and large institutions have $39.3B invested in Ingersoll Rand in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 314 increasing their positions, 275 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $104M | Put options by funds: $26.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

33% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 73

14% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 275

9% more capital invested

Capital invested by funds: $36B → $39.3B (+$3.25B)

2% more funds holding

Funds holding: 850866 (+16)

0.78% more ownership

Funds ownership: 98.3%99.08% (+0.78%)

Holders
866
Holders Change
+16
Holders Change %
+1.88%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
97
Increased
314
Reduced
275
Closed
73
Calls
$104M
Puts
$26.9M
Net Calls
+$77.4M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Silvercrest Asset Management
New York
$368K
SC
527
Syon Capital
California
$367K +$7.16K +77 +2%
SIS
528
Sound Income Strategies
Florida
$366K +$93 +1 +0%
TAM
529
Tocqueville Asset Management
New York
$366K +$4.65K +50 +1%
BHC
530
Bowen Hanes & Co
Florida
$364K
CA
531
Cullinan Associates
Kentucky
$363K
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
$362K +$20.9K +225 +7%
FFBTD
533
First Financial Bank - Trust Division
Ohio
$361K -$12.8K -138 -4%
WCM
534
WealthBridge Capital Management
Ohio
$359K +$100K +1,079 +42%
HIC
535
Holderness Investments Company
North Carolina
$357K
SI
536
Seeds Investor
New York
$356K -$113K -1,218 -25%
GAM
537
Groupama Asset Management
France
$354K +$417K +4,489 New
FWCM
538
Ferguson Wellman Capital Management
Oregon
$353K -$93 -1 -0%
SAI
539
Systematic Alpha Investments
New Jersey
$350K
KFP
540
KMG Fiduciary Partners
Ohio
$349K
APWA
541
Atlas Private Wealth Advisors
New Jersey
$347K
CHAM
542
Clear Harbor Asset Management
Connecticut
$345K +$744 +8 +0.2%
LAM
543
Lifestyle Asset Management
Texas
$343K +$5.39K +58 +2%
PWPS
544
Pinnacle Wealth Planning Services
Ohio
$343K
TA
545
TrueWealth Advisors
Alabama
$342K +$324K +3,487 New
MA
546
Mutual Advisors
Nebraska
$342K +$331K +3,560 New
CIA
547
Concurrent Investment Advisors
Florida
$341K +$94.1K +1,012 +41%
ECM
548
Evergreen Capital Management
Washington
$341K -$8.64K -93 -3%
QCG
549
Quadrant Capital Group
Ohio
$338K +$6.88K +74 +2%
AF
550
Advisornet Financial
Minnesota
$338K +$310K +3,333 +2,976%

IR Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2024, worth a combined $39.3B — up 9% from $36B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IR positions and 73 closed out — a net gain of 24 holders — while 314 added to existing stakes and 275 trimmed.

The largest buyer was Capital International Investors, adding an estimated $389M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 866 institutional investors held Ingersoll Rand (IR) as of Q3 2024, up from 850 in Q2 2024.
  • Funds reported $39.3B of Ingersoll Rand stock for Q3 2024, up 9% quarter-over-quarter.
  • 97 funds opened new Ingersoll Rand positions in Q3 2024 and 73 closed out, a net change of +24 holders.
  • The largest Ingersoll Rand buyer in Q3 2024 was Capital International Investors, an estimated $389M added.
  • The largest Ingersoll Rand seller in Q3 2024 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2024.