Ingersoll Rand
573 hedge funds and large institutions have $19.7B invested in Ingersoll Rand in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 60 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 159
2.73% more ownership
Funds ownership: 94.15% → 96.88% (+2.7%)
2% more capital invested
Capital invested by funds: $19.4B → $19.7B (+$324M)
8% less call options, than puts
Call options by funds: $22.5M | Put options by funds: $24.4M
2% less funds holding
Funds holding: 586 → 573 (-13)
10% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 60
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$340M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$297M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$181M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$129M |
| 5 |
CIM
CCLA Investment Management
London,
United Kingdom
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$736M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$148M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$79M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
626
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -26 | Closed |
|
|
MWP
627
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$1K | -23 | Closed |
|
IR Hedge Fund Activity: Q2 2021 in Review
573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2021, worth a combined $19.7B — up 1.7% from $19.4B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of IR and 54 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 203 added.
The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $736M.
- 573 institutional investors held Ingersoll Rand (IR) as of Q2 2021, down from 586 in Q1 2021.
- Funds reported $19.7B of Ingersoll Rand stock for Q2 2021, up 1.7% quarter-over-quarter.
- 54 funds opened new Ingersoll Rand positions in Q2 2021 and 60 closed out, a net change of -6 holders.
- The largest Ingersoll Rand buyer in Q2 2021 was JP Morgan Chase, an estimated $340M added.
- The largest Ingersoll Rand seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $736M sold.
Based on aggregated 13F filings for Q2 2021.