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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
VFA
601
Valeo Financial Advisors
Indiana
$240K +$18K +196 +8%
NL
602
NWAM LLC
Washington
$240K -$111K -1,210 -31%
FH
603
FWG Holdings
Florida
$240K
MA
604
Montag & Associates
Georgia
$239K
NFSG
605
Newbridge Financial Services Group
Florida
$238K +$38.6K +420 +19%
FHA
606
First Horizon Advisors
Tennessee
$238K +$6.8K +74 +3%
FAB
607
First American Bank
Illinois
$237K
SW
608
SVB Wealth
Massachusetts
$236K -$64.7K -704 -21%
BAM
609
Belpointe Asset Management
Nevada
$235K +$8.27K +90 +4%
EWA
610
Exencial Wealth Advisors
Oklahoma
$234K -$919 -10 -0.4%
WCM
611
WealthBridge Capital Management
Ohio
$234K +$9.56K +104 +4%
EAM
612
Erste Asset Management
Austria
$233K +$239K +2,600 New
PAM
613
Palisade Asset Management
Minnesota
$232K
SP
614
Systematic Portfolios
New York
$231K +$234K +2,547 New
CPIG
615
Chicago Partners Investment Group
Illinois
$231K +$1.84K +20 +0.9%
CI
616
CX Institutional
Indiana
$231K -$1.93K -21 -0.8%
PS
617
Principal Securities
Iowa
$230K +$31K +337 +15%
APP
618
Avantax Planning Partners
Iowa
$229K
FI
619
Fractal Investments
Connecticut
$227K
WPW
620
Waldron Private Wealth
Pennsylvania
$227K +$368 +4 +0.2%
B
621
Bailard
California
$225K -$1.2K -13 -0.5%
EH
622
Equitable Holdings
New York
$225K +$228K +2,475 New
CWP
623
Cyndeo Wealth Partners
Florida
$225K -$6.53K -71 -3%
CIA
624
Concurrent Investment Advisors
Florida
$224K +$226K +2,463 New
IWC
625
Integrated Wealth Concepts
Massachusetts
$224K +$6.07K +66 +3%

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.