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Ingersoll Rand
IR

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: 2 → 3 (+1)

24% more capital invested

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

17% more funds holding

Funds holding: 503 → 586 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$264M
2
Holocene Advisors
Holocene Advisors
New York
+$75.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$64.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$50.3M
5
Millennium Management
Millennium Management
New York
+$29.6M

Top Sellers

Rank Fund Capital Flow
1
DCP
D1 Capital Partners
New York
-$368M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$339M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$92.3M
5
UBS AM
UBS AM
Illinois
-$63.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
551
Trust Company of Vermont
Vermont
$2K -$2.77K -67 -60%
ACM
552
AUA Capital Management
Pennsylvania
$2K – – –
EWA
553
Evolution Wealth Advisors
Florida
$2K – – –
MF
554
Manchester Financial
California
$2K – – –
RIM
555
Rockbridge Investment Management
New York
$2K – – –
SFSIG
556
San Francisco Sentry Investment Group
California
$2K – – –
TIAM2
557
Tru Independence Asset Management 2
Oregon
$2K +$1.82K +44 New
RPWA
558
Regent Peak Wealth Advisors
Georgia
$2K +$1.95K +47 New
TWM
559
Tradition Wealth Management
Minnesota
$2K +$2.15K +52 New
FF
560
FourThought Financial
Florida
$2K +$2.28K +55 New
HF
561
Halpern Financial
Virginia
$1.87K – – –
KFS
562
Kelly Financial Services
Massachusetts
$1.78K – – –
RWML
563
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.37K +$1.24K +30 New
Walleye Capital
564
Walleye Capital
New York
$1.08K +$983K +23,749 New
PWMG
565
Prestige Wealth Management Group
New Jersey
$1K -$786 -19 -48%
CHA
566
Carmichael Hill & Associates
Maryland
$1K – – –
EW
567
Evoke Wealth
California
$1K – – –
GI
568
Gradient Investments
Minnesota
$1K – – –
MSFP
569
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
M
570
MOTCO
Texas
$1K – – –
PFPT
571
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K – – –
SIS
572
Sound Income Strategies
Florida
$1K – – –
FHC
573
First Horizon Corporation
Tennessee
$1K +$207 +5 +29%
Fidelity International
574
Fidelity International
Bermuda
$1K +$372 +9 +53%
SSB
575
Sandy Spring Bank
Maryland
$1K +$703 +17 New
21 22
23
24 25

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.