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Ingersoll Rand
IR

586 hedge funds and large institutions have $19.4B invested in Ingersoll Rand in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 185 increasing their positions, 167 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $16M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 167

9% more capital invested

Capital invested by funds: $17.8B → $19.4B (+$1.62B)

5% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 77

0.75% more ownership

Funds ownership: 93.4% → 94.15% (+0.75%)

0% more funds holding

Funds holding: 585 → 586 (+1)

Holders
586
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
81
Increased
185
Reduced
167
Closed
77
Calls
$22.9M
Puts
$16M
Net Calls
+$6.99M
Net Calls Change
-$1.53M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$318M
2
DCP
Durable Capital Partners
Maryland
+$101M
3
ZIG
Zurich Insurance Group
Switzerland
+$96.6M
4
BlackRock
BlackRock
New York
+$83.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$65M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$307M
2
Citadel Advisors
Citadel Advisors
Florida
-$151M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$113M
4
Ameriprise
Ameriprise
Minnesota
-$47M
5
Millennium Management
Millennium Management
New York
-$42.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
551
Evoke Wealth
California
$3K +$1.8K +39 +156%
CWP
552
Concord Wealth Partners
Virginia
$3K +$2.73K +59 New
CQS
553
Credential Qtrade Securities
$2.46K +$2.31K +50 New
AIC
554
Ameritas Investment Company
Nebraska
$2.41K +$2.27K +49 New
HF
555
Halpern Financial
Virginia
$2.02K – – –
Kayne Anderson Rudnick Investment Management
556
Kayne Anderson Rudnick Investment Management
California
$2K -$5.41K -117 -71%
ACM
557
AUA Capital Management
Pennsylvania
$2K – – –
EWA
558
Evolution Wealth Advisors
Florida
$2K – – –
FF
559
FourThought Financial
Florida
$2K – – –
MF
560
Manchester Financial
California
$2K – – –
SFSIG
561
San Francisco Sentry Investment Group
California
$2K – – –
APC
562
Aspire Private Capital
North Carolina
$2K +$1.57K +34 New
CAC
563
Certified Advisory Corp
Florida
$2K +$1.62K +35 New
Walleye Capital
564
Walleye Capital
New York
$1.96K +$747K +16,147 +68%
KFS
565
Kelly Financial Services
Massachusetts
$1.92K – – –
CHA
566
Carmichael Hill & Associates
Maryland
$1K – – –
DWMG
567
DB Wealth Management Group
California
$1K – – –
Fidelity International
568
Fidelity International
Bermuda
$1K – – –
FPS
569
Fieldpoint Private Securities
Connecticut
$1K – – –
MSFP
570
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
KFP
571
KB Financial Partners
New Jersey
$1K +$509 +11 New
MCM
572
MV Capital Management
Maryland
$1K +$555 +12 New
SCA
573
Stonebridge Capital Advisors
Minnesota
$1K +$787 +17 New
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$1K +$925 +20 New
MWP
575
Meridian Wealth Partners
Pennsylvania
$1K +$1.06K +23 New
21 22
23
24 25

IR Hedge Fund Activity: Q1 2021 in Review

586 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2021, worth a combined $19.4B — up 9.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IR positions and 77 closed out — a net gain of 4 holders — while 185 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $307M.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q1 2021, up from 585 in Q4 2020.
  • Funds reported $19.4B of Ingersoll Rand stock for Q1 2021, up 9.1% quarter-over-quarter.
  • 81 funds opened new Ingersoll Rand positions in Q1 2021 and 77 closed out, a net change of +4 holders.
  • The largest Ingersoll Rand buyer in Q1 2021 was JP Morgan Chase, an estimated $318M added.
  • The largest Ingersoll Rand seller in Q1 2021 was Wellington Management Group, an estimated $307M sold.

Based on aggregated 13F filings for Q1 2021.