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Ingersoll Rand

928 hedge funds and large institutions have $35.9B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 330 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $19.6M

116% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 275

7% more funds holding

Funds holding: 866928 (+62)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 99.08%98.44% (-0.64%)

9% less capital invested

Capital invested by funds: $39.3B → $35.9B (-$3.38B)

Holders
928
Holders Change
+62
Holders Change %
+7.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
149
Increased
330
Reduced
275
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
626
Morse Asset Management
Connecticut
$271K
OIS
627
Okabena Investment Services
Minnesota
$271K +$299K +3,000 New
GAM
628
Griffin Asset Management
New York
$269K
CLOS
629
Compagnie Lombard Odier SCmA
Switzerland
$268K
ONSWM
630
Old North State Wealth Management
North Carolina
$268K +$9.96K +100 +3%
FHA
631
Flagship Harbor Advisors
Massachusetts
$268K -$2.99K -30 -1%
PP
632
Patron Partners
Texas
$266K +$51.7K +519 +21%
CSP
633
Cary Street Partners
Virginia
$264K +$291K +2,919 New
AC
634
Avestar Capital
New York
$264K -$36.2K -364 -11%
LNB
635
Ledyard National Bank
$263K +$3.48K +35 +1%
EWA
636
Exencial Wealth Advisors
Oklahoma
$262K +$32.6K +327 +13%
SWP
637
Sagespring Wealth Partners
Tennessee
$259K +$286K +2,868 New
CFO
638
Callan Family Office
Pennsylvania
$255K +$281K +2,824 New
GIA
639
GHP Investment Advisors
Colorado
$255K
HAS
640
HBW Advisory Services
California
$254K +$3.29K +33 +1%
SEIA
641
Signature Estate & Investment Advisors
California
$253K +$7.17K +72 +3%
WG
642
Welch Group
Alabama
$248K +$5.87K +59 +2%
CI
643
CX Institutional
Indiana
$248K +$17K +171 +7%
HWA
644
Heritage Wealth Advisors
Virginia
$247K +$498 +5 +0.2%
EH
645
Equitable Holdings
New York
$245K -$6.77K -68 -2%
PFPT
646
Pinnacle Financial Partners (Tennessee)
Tennessee
$245K
SWM
647
Spire Wealth Management
Virginia
$245K -$64.6K -649 -19%
TC
648
TownSquare Capital
Utah
$244K +$269K +2,697 New
EFS
649
Essex Financial Services
Connecticut
$243K +$55K +552 +26%
CAM
650
Creekmur Asset Management
Illinois
$243K -$199 -2 -0.1%

IR Hedge Fund Activity: Q4 2024 in Review

928 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2024, worth a combined $35.9B — down 8.6% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IR positions and 69 closed out — a net gain of 80 holders — while 330 added to existing stakes and 275 trimmed.

The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Artisan Partners, cutting an estimated $476M.

  • 928 institutional investors held Ingersoll Rand (IR) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $35.9B of Ingersoll Rand stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 149 funds opened new Ingersoll Rand positions in Q4 2024 and 69 closed out, a net change of +80 holders.
  • The largest Ingersoll Rand buyer in Q4 2024 was UBS Group, an estimated $202M added.
  • The largest Ingersoll Rand seller in Q4 2024 was Artisan Partners, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2024.