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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
ACA
626
Aptus Capital Advisors
Alabama
$223K +$28.6K +311 +15%
GWM
627
Gray Wealth Management
Maine
$222K
LFP
628
Leeward Financial Partners
Washington
$222K -$1.64M -17,848 -88%
NG
629
Northstar Group
New York
$220K
ST
630
Spinnaker Trust
Maine
$219K
GI
631
Gradient Investments
Minnesota
$219K +$219K +2,378 +7,671%
CCA
632
Checchi Capital Advisers
California
$214K +$15.5K +169 +8%
WFI
633
West Family Investments
California
$213K
OA
634
Oxbow Advisors
Texas
$209K
PWM
635
Perigon Wealth Management
California
$208K +$210K +2,286 New
BBA
636
Baader Bank Aktiengesellschaft
Germany
$207K +$210K +2,282 New
WANY
637
Wealthspire Advisors (New York)
New York
$206K +$10.9K +119 +6%
SIA
638
Schechter Investment Advisors
Michigan
$205K -$1.66K -18 -0.8%
CCT
639
Chemung Canal Trust
New York
$204K
DWM
640
Dogwood Wealth Management
Kansas
$204K +$93.8K +1,020 +83%
CI
641
Conning Inc
Connecticut
$203K
RBFC
642
Roman Butler Fullerton & Co
Missouri
$202K +$197K +2,138 New
BC
643
Burney Company
Virginia
$202K
PP
644
Patron Partners
Texas
$202K +$204K +2,219 New
BONH
645
Bank of New Hampshire
New Hampshire
$201K
HA
646
Harbor Advisors
Florida
$200K
NCFG
647
New Century Financial Group
New Jersey
$200K +$203K +2,206 New
NA
648
NewEdge Advisors
Louisiana
$188K +$26.9K +293 +16%
OWA
649
Opal Wealth Advisors
New York
$184K +$186K +2,024 New
HI
650
Harbour Investments
Wisconsin
$181K +$28.2K +307 +18%

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.