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Ingersoll Rand

522 hedge funds and large institutions have $11.4B invested in Ingersoll Rand in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

14% more capital invested

Capital invested by funds: $9.96B → $11.4B (+$1.39B)

0.26% more ownership

Funds ownership: 96.65%96.91% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 544522 (-22)

21% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 91

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
522
Holders Change
-22
Holders Change %
-4.04%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
139
Reduced
216
Closed
91
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.92M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
576
Walleye Trading
New York
-$68.7K -2,432 Closed
CAN
577
Claraphi Advisory Network
United States
-$56K -2,266 Closed
EMG
578
ETF Managers Group
New Jersey
-$54K -2,258 Closed
Bank Julius Baer & Co
579
Bank Julius Baer & Co
Switzerland
-$54K -2,163 Closed
WQ
580
Wealth Quarterback
New Jersey
-$41.9K -1,688 Closed
ASN
581
Advisory Services Network
Georgia
-$30K -1,173 Closed
WAP
582
Wealthcare Advisory Partners
Pennsylvania
-$25K -999 Closed
Schroder Investment Management Group
583
Schroder Investment Management Group
United Kingdom
-$16K -661 Closed
NFG
584
Next Financial Group
Texas
-$16K -659 Closed
AssetMark Inc
585
AssetMark Inc
California
-$16.6K -587 -99%
AIC
586
Ameritas Investment Company
Nebraska
-$11K -470 Closed
FAM
587
Fred Alger Management
New York
-$11K -435 Closed
PRC
588
Pearl River Capital
Michigan
-$7K -285 Closed
PCM
589
Penserra Capital Management
California
-$7K -260 Closed
AAP
590
Arax Advisory Partners
Colorado
-$6K -247 Closed
NL
591
NKCFO LLC
Illinois
-$5K -220 Closed
VRM
592
Vectors Research Management
New York
-$5K -220 Closed
EWM
593
EPG Wealth Management
Georgia
-$5K -207 Closed
WIM
594
Westside Investment Management
California
-$5 -202 Closed
GSWM
595
Golden State Wealth Management
California
-$5K -189 Closed
NEIRG
596
New England Investment & Retirement Group
Massachusetts
-$3K -110 Closed
PO
597
Private Ocean
California
-$1K -70 Closed
TJHA
598
Thomas J. Herzfeld Advisors
Florida
-$2K -68 Closed
CYG
599
Clean Yield Group
Vermont
-$2K -62 Closed
HIIFS
600
Harel Insurance Investments & Financial Services
Israel
-$1K -29 Closed

IR Hedge Fund Activity: Q2 2020 in Review

522 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2020, worth a combined $11.4B — up 14% from $9.96B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of IR and 72 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $287M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $731M.

  • 522 institutional investors held Ingersoll Rand (IR) as of Q2 2020, down from 544 in Q1 2020.
  • Funds reported $11.4B of Ingersoll Rand stock for Q2 2020, up 14% quarter-over-quarter.
  • 72 funds opened new Ingersoll Rand positions in Q2 2020 and 91 closed out, a net change of -19 holders.
  • The largest Ingersoll Rand buyer in Q2 2020 was T. Rowe Price Associates, an estimated $287M added.
  • The largest Ingersoll Rand seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2020.