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Ingersoll Rand

682 hedge funds and large institutions have $22.8B invested in Ingersoll Rand in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 237 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $9.9M

73% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 205

12% more capital invested

Capital invested by funds: $20.4B → $22.8B (+$2.36B)

4% more funds holding

Funds holding: 658682 (+24)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less ownership

Funds ownership: 97.16%96.16% (-1%)

Holders
682
Holders Change
+24
Holders Change %
+3.65%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
85
Increased
237
Reduced
205
Closed
49
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$6.05M
Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
576
Quintet Private Bank (Europe)
Luxembourg
$25.6K +$24.7K +439 New
ST
577
Smithfield Trust
Pennsylvania
$25K
BCWM
578
Bartlett & Co Wealth Management
Ohio
$23.3K +$11.3K +200 +100%
CSB
579
City State Bank
Iowa
$23K
FCG
580
Financial Connections Group
California
$23K
BC
581
Bartlett & Co
Ohio
$23K +$11.3K +200 +100%
CT
582
Clearstead Trust
Maine
$22.3K
FCA
583
FinTrust Capital Advisors
South Carolina
$21.9K
CWC
584
Carolinas Wealth Consulting
North Carolina
$21.3K
CWP
585
Concord Wealth Partners
Virginia
$20.8K
BIA
586
Bell Investment Advisors
California
$19.3K +$507 +9 +3%
SWA
587
Sutton Wealth Advisors
Florida
$19.1K -$1.8K -32 -9%
NSIM
588
North Star Investment Management
Illinois
$18.4K
MHR
589
Matthew Hamilton Rosenberg
$18K
EWA
590
EverSource Wealth Advisors
Alabama
$17.6K -$338 -6 -2%
RTC
591
Riverview Trust Company
Washington
$17.6K
VCM
592
Versant Capital Management
Arizona
$17K
GI
593
Gradient Investments
Minnesota
$16.9K -$1.47K -26 -8%
RI
594
Ridgewood Investments
New Jersey
$16.1K +$15.6K +277 New
C
595
Covestor
United Kingdom
$16K -$8.74K -155 -37%
AP
596
Arlington Partners
Alabama
$16K +$15.5K +275 New
AIM
597
Anchor Investment Management
South Carolina
$15.4K
RCM
598
Raleigh Capital Management
North Carolina
$14.8K +$14.3K +254 New
ME
599
McIlrath & Eck
Washington
$14.1K +$7.44K +132 +120%
LF
600
Lee Financial
Texas
$12.8K -$9.58K -170 -44%

IR Hedge Fund Activity: Q1 2023 in Review

682 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2023, worth a combined $22.8B — up 12% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IR positions and 49 closed out — a net gain of 36 holders — while 237 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $398M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $250M.

  • 682 institutional investors held Ingersoll Rand (IR) as of Q1 2023, up from 658 in Q4 2022.
  • Funds reported $22.8B of Ingersoll Rand stock for Q1 2023, up 12% quarter-over-quarter.
  • 85 funds opened new Ingersoll Rand positions in Q1 2023 and 49 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q1 2023 was Fidelity Investments, an estimated $398M added.
  • The largest Ingersoll Rand seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2023.