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Ingersoll Rand

717 hedge funds and large institutions have $25.3B invested in Ingersoll Rand in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $9.72M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682717 (+35)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0.21% less ownership

Funds ownership: 96.16%95.95% (-0.21%)

Holders
717
Holders Change
+35
Holders Change %
+5.13%
% of All Funds
11.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
82
Increased
243
Reduced
228
Closed
46
Calls
$30.7M
Puts
$9.72M
Net Calls
+$21M
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
601
Edmond de Rothschild Holding
Switzerland
$35.6K
GWM
602
Geneos Wealth Management
Colorado
$35K +$2.37K +40 +8%
SSG
603
Summit Securities Group
New York
$35K -$15.7K -265 -33%
MA
604
MCF Advisors
Kentucky
$31.2K
RCM
605
Raleigh Capital Management
North Carolina
$31.1K +$13.1K +221 +87%
SWA
606
Sutton Wealth Advisors
Florida
$30.9K +$8.51K +144 +44%
TPCW
607
TD Private Client Wealth
New York
$30.6K
HDIM
608
Hanson & Doremus Investment Management
Vermont
$30K
CFB
609
Cullen/Frost Bankers
Texas
$29.9K
ST
610
Smithfield Trust
Pennsylvania
$29K
Lazard Asset Management
611
Lazard Asset Management
New York
$29K +$25K +423 +1,567%
LCM
612
Logan Capital Management
Pennsylvania
$28.8K
RFA
613
Register Financial Advisors
Georgia
$28.8K
SF
614
Safeguard Financial
Wisconsin
$28K +$26.1K +441 New
BCWM
615
Bartlett & Co Wealth Management
Ohio
$26.1K
BC
616
Bartlett & Co
Ohio
$26K
CSB
617
City State Bank
Iowa
$26K
FCG
618
Financial Connections Group
California
$26K
CT
619
Clearstead Trust
Maine
$25K
CWC
620
Carolinas Wealth Consulting
North Carolina
$23.9K
CWP
621
Concord Wealth Partners
Virginia
$23.3K
TCOV
622
Trust Company of Vermont
Vermont
$23K -$22.3K -378 -52%
FCA
623
FinTrust Capital Advisors
South Carolina
$21.9K
GI
624
Gradient Investments
Minnesota
$21.7K +$2.42K +41 +14%
BIA
625
Bell Investment Advisors
California
$21K -$532 -9 -3%

IR Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2023, worth a combined $25.3B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IR positions and 46 closed out — a net gain of 36 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $146M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 717 institutional investors held Ingersoll Rand (IR) as of Q2 2023, up from 682 in Q1 2023.
  • Funds reported $25.3B of Ingersoll Rand stock for Q2 2023, up 11% quarter-over-quarter.
  • 82 funds opened new Ingersoll Rand positions in Q2 2023 and 46 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q2 2023 was VOYA Investment Management, an estimated $146M added.
  • The largest Ingersoll Rand seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.