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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$249K +$29.5K +345 +15%
FAB
602
First American Bank
Illinois
$248K
EWA
603
Exencial Wealth Advisors
Oklahoma
$246K -$7.18K -84 -3%
CI
604
CX Institutional
Indiana
$243K +$219K +2,564 New
AFG
605
Allegheny Financial Group
Pennsylvania
$243K +$219K +2,558 New
PAM
606
Palisade Asset Management
Minnesota
$242K -$38.5K -450 -15%
CWP
607
Cyndeo Wealth Partners
Florida
$242K -$21.3K -249 -9%
FHA
608
First Horizon Advisors
Tennessee
$241K +$770 +9 +0.4%
APP
609
Avantax Planning Partners
Iowa
$239K -$9.92K -116 -4%
FI
610
Fractal Investments
Connecticut
$237K +$214K +2,500 New
AAS
611
Avantax Advisory Services
Texas
$237K +$214K +2,500 New
BAM
612
Belpointe Asset Management
Nevada
$237K +$213K +2,495 New
B
613
Bailard
California
$237K +$213K +2,494 New
WPW
614
Waldron Private Wealth
Pennsylvania
$237K +$213K +2,491 New
WCM
615
WealthBridge Capital Management
Ohio
$234K -$15.5K -181 -7%
RG
616
Retirement Group
California
$234K -$27.8K -325 -5%
GWM
617
Gray Wealth Management
Maine
$232K +$209K +2,444 New
AC
618
Avestar Capital
New York
$231K +$208K +2,430 New
NG
619
Northstar Group
New York
$229K -$18.8K -220 -8%
ONSWM
620
Old North State Wealth Management
North Carolina
$229K +$206K +2,412 New
HAS
621
HBW Advisory Services
California
$229K
ST
622
Spinnaker Trust
Maine
$229K +$206K +2,410 New
IWC
623
Integrated Wealth Concepts
Massachusetts
$227K +$205K +2,395 New
VFA
624
Valeo Financial Advisors
Indiana
$227K +$210K +2,450 New
WFI
625
West Family Investments
California
$223K +$200K +2,344 New

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.