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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
551
Huntington National Bank
Ohio
$326K +$30.5K +356 +12%
LP
552
LMR Partners
United Kingdom
$326K +$293K +3,429 New
Lido Advisors
553
Lido Advisors
California
$324K -$1.45K -17 -0.5%
FTWA
554
Fifth Third Wealth Advisors
Ohio
$323K +$291K +3,397 New
WC
555
Westhampton Capital
North Carolina
$322K
SWP
556
Strategic Wealth Partners
Ohio
$321K +$25.9K +303 +10%
QCG
557
Quadrant Capital Group
Ohio
$320K +$29.6K +346 +11%
RA
558
Ransom Advisory
Rhode Island
$320K +$289K +3,374 New
OTL
559
Oak Thistle LLC
New York
$318K +$287K +3,352 New
ECM
560
Evergreen Capital Management
Washington
$316K +$1.54K +18 +0.5%
CSPIA
561
Cary Street Partners Investment Advisory
Virginia
$315K -$13.3K -156 -4%
Connor, Clark & Lunn Investment Management (CC&L)
562
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$314K +$283K +3,309 New
SW
563
SVB Wealth
Massachusetts
$314K +$282K +3,302 New
SAM
564
Shell Asset Management
Netherlands
$313K -$478K -5,585 -62%
OAM
565
Oxford Asset Management
United Kingdom
$308K +$278K +3,248 New
NRS
566
Neville Rodie & Shaw
New York
$308K
PGIM
567
Pacific Global Investment Management
California
$307K -$5.22K -61 -2%
HWA
568
Heritage Wealth Advisors
Virginia
$307K
FG
569
Fiduciary Group
Georgia
$304K
PCIA
570
Prime Capital Investment Advisors
Kansas
$302K -$23.3K -272 -8%
RCA
571
Resonant Capital Advisors
Wisconsin
$301K +$5.9K +69 +2%
MC
572
Moors & Cabot
Massachusetts
$287K
LAM
573
Lifestyle Asset Management
Texas
$286K +$258K +3,014 New
BCV
574
Banque Cantonale Vaudoise
Switzerland
$286K -$268K -3,139 -51%
MAM
575
Morse Asset Management
Connecticut
$285K

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.