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Ingersoll Rand

850 hedge funds and large institutions have $36B invested in Ingersoll Rand in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $23.3M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

11% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 274

2.73% more ownership

Funds ownership: 95.57%98.3% (+2.7%)

0% more funds holding

Funds holding: 848850 (+2)

2% less capital invested

Capital invested by funds: $36.6B → $36B (-$552M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
850
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
12.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
304
Reduced
274
Closed
66
Calls
$98.1M
Puts
$23.3M
Net Calls
+$74.8M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
551
Clear Harbor Asset Management
Connecticut
$319K
PWPS
552
Pinnacle Wealth Planning Services
Ohio
$317K
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$314K +$12.8K +139 +4%
LAM
554
Lifestyle Asset Management
Texas
$312K +$38.6K +420 +14%
NC
555
nVerses Capital
Florida
$309K +$313K +3,400 New
AF
556
Allworth Financial
California
$308K +$92.8K +1,010 +46%
WC
557
Westhampton Capital
North Carolina
$308K
RA
558
Ransom Advisory
Rhode Island
$306K
QCG
559
Quadrant Capital Group
Ohio
$306K -$92 -1 -0%
PCIA
560
Prime Capital Investment Advisors
Kansas
$303K +$14.4K +157 +5%
CNBT
561
Canandaigua National Bank & Trust
New York
$303K -$25.6K -279 -8%
CT
562
Coastline Trust
Rhode Island
$302K +$306K +3,325 New
OIA
563
OneDigital Investment Advisors
Kansas
$301K +$62.3K +678 +26%
RCA
564
Resonant Capital Advisors
Wisconsin
$300K +$12.2K +133 +4%
NRS
565
Neville Rodie & Shaw
New York
$287K -$8.27K -90 -3%
FG
566
Fiduciary Group
Georgia
$282K -$9.19K -100 -3%
MOS
567
MGO One Seven
Ohio
$279K +$282K +3,072 New
JF
568
Jump Financial
Illinois
$277K -$98.7K -1,074 -26%
MC
569
Moors & Cabot
Massachusetts
$275K
SWP
570
Strategic Wealth Partners
Ohio
$274K -$33.5K -364 -11%
MAM
571
Morse Asset Management
Connecticut
$273K
FHA
572
Flagship Harbor Advisors
Massachusetts
$271K +$275K +2,989 New
GAM
573
Griffin Asset Management
New York
$270K
BWP
574
Barlow Wealth Partners
Kentucky
$269K
ONB
575
Old National Bancorp
Indiana
$269K -$232K -2,519 -46%

IR Hedge Fund Activity: Q2 2024 in Review

850 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2024, worth a combined $36B — down 1.5% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IR positions and 66 closed out — a net gain of 12 holders — while 304 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Artisan Partners, cutting an estimated $289M.

  • 850 institutional investors held Ingersoll Rand (IR) as of Q2 2024, up from 848 in Q1 2024.
  • Funds reported $36B of Ingersoll Rand stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 78 funds opened new Ingersoll Rand positions in Q2 2024 and 66 closed out, a net change of +12 holders.
  • The largest Ingersoll Rand buyer in Q2 2024 was Capital World Investors, an estimated $1.23B added.
  • The largest Ingersoll Rand seller in Q2 2024 was Artisan Partners, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2024.