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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
NSIM
626
North Star Investment Management
Illinois
$20.7K
EWA
627
EverSource Wealth Advisors
Alabama
$20.5K +$650 +11 +4%
MHR
628
Matthew Hamilton Rosenberg
$20.2K
RTC
629
Riverview Trust Company
Washington
$19.7K
VCM
630
Versant Capital Management
Arizona
$19.4K +$296 +5 +2%
RI
631
Ridgewood Investments
New Jersey
$17.9K -$236 -4 -1%
AIM
632
Anchor Investment Management
South Carolina
$17.3K
C
633
Covestor
United Kingdom
$17K -$118 -2 -0.7%
ME
634
McIlrath & Eck
Washington
$15.8K
IGWM
635
ICA Group Wealth Management
Colorado
$14.1K -$310K -5,244 -96%
TFM
636
TFC Financial Management
Massachusetts
$13.9K -$59.4K -1,005 -83%
Capstone Investment Advisors
637
Capstone Investment Advisors
New York
$13.9K -$352K -5,962 -97%
KA
638
Kozak & Associates
Colorado
$13.2K +$59 +1 +0.5%
AA
639
Ancora Advisors
Ohio
$13.1K
CA
640
Crewe Advisors
Utah
$12.9K
RWM
641
Ruedi Wealth Management
Illinois
$12.7K
SCA
642
Stonebridge Capital Advisors
Minnesota
$12.6K
FCAG
643
First Capital Advisors Group
New Jersey
$12.6K +$11.4K +193 New
BBHC
644
Brown Brothers Harriman & Co
New York
$12.1K -$27.1K -458 -71%
LFG
645
Larson Financial Group
Missouri
$12K +$9.76K +165 +868%
SS
646
Sunbelt Securities
Texas
$11.8K
FA
647
Fiduciary Alliance
South Carolina
$11.7K +$10.6K +179 New
EWP
648
Elevation Wealth Partners
California
$11.5K
RAM
649
Riggs Asset Management
Pennsylvania
$11.5K
FP
650
Financial Perspectives
Minnesota
$11.5K

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.