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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
AC
576
Avestar Capital
New York
$268K +$47.7K +519 +21%
PGIM
577
Pacific Global Investment Management
California
$266K -$27.7K -301 -9%
N
578
Natixis
France
$265K -$178K -1,938 -40%
HAS
579
HBW Advisory Services
California
$264K -$4.23K -46 -2%
HAG
580
HighPoint Advisor Group
Illinois
$262K +$26.1K +284 +12%
BJL
581
Brighton Jones LLC
Washington
$260K +$4.41K +48 +2%
LNB
582
Ledyard National Bank
$258K +$460 +5 +0.2%
PA
583
Parallel Advisors
California
$255K +$16.3K +177 +7%
EA
584
Everpar Advisors
Oklahoma
$253K +$14.4K +157 +6%
GRP
585
Global Retirement Partners
California
$251K +$12.7K +138 +5%
AFG
586
Allegheny Financial Group
Pennsylvania
$250K +$17.6K +191 +7%
PCA
587
Pallas Capital Advisors
Massachusetts
$249K -$7.17K -78 -3%
PVI
588
Pine Valley Investments
New Jersey
$248K
ONSWM
589
Old North State Wealth Management
North Carolina
$246K +$26.9K +293 +12%
AC
590
Allstate Corporation
Illinois
$245K
HWA
591
Heritage Wealth Advisors
Virginia
$245K -$48.6K -529 -16%
BI
592
Bramshill Investments
Florida
$245K
MMPW
593
Mitchell McLeod Pugh & Williams
Alabama
$245K -$3.77K -41 -1%
PFPT
594
Pinnacle Financial Partners (Tennessee)
Tennessee
$245K +$248K +2,696 New
CAM
595
Creekmur Asset Management
Illinois
$245K
WG
596
Welch Group
Alabama
$244K +$247K +2,682 New
GIA
597
GHP Investment Advisors
Colorado
$243K
GBT
598
Grove Bank & Trust
Florida
$243K
FG
599
Foster Group
Iowa
$242K +$3.86K +42 +2%
ACM
600
Argyle Capital Management
Pennsylvania
$240K

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.