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Ingersoll Rand
IR

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: 5 → 10 (+5)

24% more capital invested

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

13% more funds holding

Funds holding: 587 → 661 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$193M
2
PI
Putnam Investments
Massachusetts
+$163M
3
Citadel Advisors
Citadel Advisors
Florida
+$106M
4
BlackRock
BlackRock
New York
+$79.4M
5
Ameriprise
Ameriprise
Minnesota
+$77M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$184M
3
Holocene Advisors
Holocene Advisors
New York
-$107M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
-$57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Crewe Advisors
Utah
$6K – – –
GCM
602
Gables Capital Management
Florida
$6K – – –
TH
603
TCTC Holdings
Texas
$6K – – –
TLCM
604
Twin Lakes Capital Management
California
$6K – – –
UB
605
UMB Bank
Missouri
$6K +$5.07K +89 New
S
606
Surevest
California
$6K +$5.98K +105 New
AWM
607
Avior Wealth Management
Nebraska
$5K – – –
DI
608
Disciplined Investments
Oklahoma
$5K – – –
Jones Financial Companies
609
Jones Financial Companies
Missouri
$5K – – –
FMTCOCP
610
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$4.27K +75 New
RFA
611
Reilly Financial Advisors
California
$5K +$4.44K +78 New
AWA
612
Amplius Wealth Advisors
Pennsylvania
$5K +$4.73K +83 New
GEA
613
Glen Eagle Advisors
New Jersey
$4.08K – – –
CWP
614
Concord Wealth Partners
Virginia
$4K – – –
CFN
615
Cordasco Financial Network
Florida
$4K – – –
DAM
616
Delta Asset Management
Tennessee
$4K – – –
MHR
617
Matthew Hamilton Rosenberg
$4K – – –
RIM
618
Rockbridge Investment Management
New York
$4K – – –
RPCONE
619
Retirement Planning Company of New England
Rhode Island
$4K +$4.1K +72 New
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$3K – – –
TWM
621
Tradition Wealth Management
Minnesota
$3K – – –
JWA
622
JFS Wealth Advisors
Pennsylvania
$3K +$2.68K +47 New
SC
623
Seldon Capital
California
$3K +$2.79K +49 New
CSWM
624
Cassady Schiller Wealth Management
Ohio
$3K +$2.96K +52 New
EWA
625
EverSource Wealth Advisors
Alabama
$3K +$3.19K +56 New
23 24
25
26 27

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.