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Ingersoll Rand

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587661 (+74)

3.64% more ownership

Funds ownership: 94.19%97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
DHGWA
576
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K +$10.6K +187 New
OSNBOA
577
Old Second National Bank of Aurora
Illinois
$11K +$4.1K +72 +38%
FP
578
Financial Perspectives
Minnesota
$10.9K
SWA
579
Sutton Wealth Advisors
Florida
$10.8K
FRA
580
Front Row Advisors
California
$10K -$114 -2 -1%
CAL
581
Capital Analysts LLC
Pennsylvania
$10K
JFA
582
JNBA Financial Advisors
Minnesota
$10K
KA
583
Kozak & Associates
Colorado
$10K
PFGIA
584
Patriot Financial Group Insurance Agency
Massachusetts
$10K
PP
585
PFS Partners
New Jersey
$9.53K +$8.77K +154 New
Canada Pension Plan Investment Board
586
Canada Pension Plan Investment Board
Ontario, Canada
$9K -$2.11M -37,102 -100%
BWP
587
Baldwin Wealth Partners
Massachusetts
$9K
OCM
588
Orion Capital Management
California
$9K
VCM
589
Vigilant Capital Management
Maine
$9K
TFO
590
Tarbox Family Office
California
$9K +$1.48K +26 +22%
MCM
591
MV Capital Management
Maryland
$9K +$1.82K +32 +28%
EARNEST Partners
592
EARNEST Partners
Georgia
$8K
HCP
593
Hexagon Capital Partners
Arkansas
$7K
IRC
594
Investors Research Corp
Georgia
$7K
SWA
595
SOA Wealth Advisors
New York
$7K
NIC
596
Northwest Investment Counselors
Oregon
$7K +$6.26K +110 New
AP
597
Arlington Partners
Alabama
$7K +$6.32K +111 New
BAM
598
Barrett Asset Management
New York
$7K +$6.38K +112 New
MG
599
MilWealth Group
Wisconsin
$6.06K
BWM
600
Baystate Wealth Management
Massachusetts
$6K -$512 -9 -8%

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.