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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
HF
626
Halpern Financial
Virginia
$2.54K – – –
KFS
627
Kelly Financial Services
Massachusetts
$2.41K – – –
APC
628
Aspire Private Capital
North Carolina
$2K – – –
ACM
629
AUA Capital Management
Pennsylvania
$2K – – –
DWMG
630
DB Wealth Management Group
California
$2K – – –
EBA
631
Eagle Bay Advisors
New York
$2K – – –
EW
632
Evoke Wealth
California
$2K – – –
FPS
633
Fieldpoint Private Securities
Connecticut
$2K – – –
FF
634
FourThought Financial
Florida
$2K – – –
MSFP
635
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
OIA
636
Optimum Investment Advisors
Illinois
$2K – – –
SC
637
Schubert & Co
Texas
$2K +$1.54K +27 New
AAP
638
Arax Advisory Partners
Colorado
$2K +$1.65K +29 New
BHWM
639
Beaird Harris Wealth Management
Texas
$2K +$1.94K +34 New
MAM
640
Mystic Asset Management
Rhode Island
$2K +$2.05K +36 New
AF
641
Arrow Financial
New York
$1K -$2.85K -50 -79%
CHA
642
Carmichael Hill & Associates
Maryland
$1K – – –
PWMG
643
Prestige Wealth Management Group
New Jersey
$1K – – –
SIS
644
Sound Income Strategies
Florida
$1K – – –
SCA
645
Stonebridge Capital Advisors
Minnesota
$1K – – –
WWM
646
Wolff Wiese Magana
California
$1K – – –
AWM
647
Activest Wealth Management
Florida
$1K +$569 +10 New
KFP
648
KB Financial Partners
New Jersey
$1K +$626 +11 New
CFFP
649
Center for Financial Planning
Michigan
$1K +$1.02K +18 New
LFG
650
Larson Financial Group
Missouri
$1K +$1.08K +19 New
24 25
26
27 28

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.