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Ingersoll Rand

717 hedge funds and large institutions have $25.3B invested in Ingersoll Rand in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $9.72M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682717 (+35)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0.21% less ownership

Funds ownership: 96.16%95.95% (-0.21%)

Holders
717
Holders Change
+35
Holders Change %
+5.13%
% of All Funds
11.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
82
Increased
243
Reduced
228
Closed
46
Calls
$30.7M
Puts
$9.72M
Net Calls
+$21M
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
551
Jackson Grant Investment Advisers
Connecticut
$110K
AG
552
AIA Group
Hong Kong
$109K +$98.3K +1,663 New
CPA
553
Cowen Prime Advisors
New York
$107K
GRP
554
Global Retirement Partners
California
$105K +$6.74K +114 +8%
SWM
555
Spire Wealth Management
Virginia
$104K +$11.2K +190 +14%
AF
556
Allworth Financial
California
$101K -$12.4K -210 -12%
AA
557
Alta Advisers
United Kingdom
$98K
BWAM
558
Boyd Watterson Asset Management
Ohio
$95.9K
HFM
559
Hartford Financial Management
Connecticut
$95.8K
CHC
560
City Holding Co
West Virginia
$92.8K -$6.03K -102 -7%
WTC
561
WhitTier Trust Company
Nevada
$86.4K
DGAM
562
Desjardins Global Asset Management
Quebec, Canada
$82.9K -$322K -5,452 -81%
PAG
563
Paladin Advisory Group
Iowa
$81.8K
DJSG
564
D.J. St. Germain
Massachusetts
$80.7K +$73K +1,235 New
VNA
565
Valley National Advisers
Pennsylvania
$79K -$30.5K -516 -30%
LC
566
Lindbrook Capital
California
$78.7K +$3.84K +65 +6%
BCMLT
567
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.9K
NECFA
568
New England Capital Financial Advisors
Connecticut
$74.7K
CI Investments Inc
569
CI Investments Inc
Ontario, Canada
$74K +$3.37K +57 +5%
CB
570
Community Bank
New York
$71.6K
WB
571
Webster Bank
Connecticut
$71.2K
LJHT
572
Laurie J. Hall Trustee
$69K
BF
573
BOK Financial
Oklahoma
$65.7K -$57.9K -980 -49%
IA
574
IFP Advisors
Florida
$64K +$2.13K +36 +4%
LS
575
Livforsakringsbolaget Skandia
Sweden
$62.8K +$29.6K +500 +108%

IR Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2023, worth a combined $25.3B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IR positions and 46 closed out — a net gain of 36 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $146M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 717 institutional investors held Ingersoll Rand (IR) as of Q2 2023, up from 682 in Q1 2023.
  • Funds reported $25.3B of Ingersoll Rand stock for Q2 2023, up 11% quarter-over-quarter.
  • 82 funds opened new Ingersoll Rand positions in Q2 2023 and 46 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q2 2023 was VOYA Investment Management, an estimated $146M added.
  • The largest Ingersoll Rand seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.