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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
AWM
651
Avior Wealth Management
Nebraska
$11K +$1.36K +23 +16%
OIS
652
Okabena Investment Services
Minnesota
$10.6K +$9.58K +162 New
JWA
653
JFS Wealth Advisors
Pennsylvania
$10.2K
PP
654
PFS Partners
New Jersey
$10.1K
SFG
655
Steward Financial Group
Texas
$10K -$177 -3 -2%
MCM
656
MV Capital Management
Maryland
$9.67K +$532 +9 +6%
UB
657
UMB Bank
Missouri
$9.61K
WP
658
WealthPLAN Partners
Nebraska
$9.61K
ZB
659
Zions Bancorporation
Utah
$9.22K -$177 -3 -2%
OC
660
Oakworth Capital
Alabama
$9.09K
VCM
661
Vigilant Capital Management
Maine
$9K
CAL
662
Capital Analysts LLC
Pennsylvania
$9K +$1K +17 +14%
CAL
663
Capital Advisors Ltd
Ohio
$9K +$8.04K +136 +1,700%
LF
664
Lee Financial
Texas
$8.76K -$5.08K -86 -39%
EARNEST Partners
665
EARNEST Partners
Georgia
$8.23K
JFA
666
JNBA Financial Advisors
Minnesota
$8.04K
HF
667
Halpern Financial
Virginia
$7.97K +$7.21K +122 New
DI
668
Disciplined Investments
Oklahoma
$7.91K -$177 -3 -2%
HCP
669
Hexagon Capital Partners
Arkansas
$7.78K
RFG
670
RFP Financial Group
Georgia
$7.78K
AAP
671
Arax Advisory Partners
Colorado
$7.65K +$3.49K +59 +102%
IRC
672
Investors Research Corp
Georgia
$7.58K
CA
673
Clearstead Advisors
Ohio
$7.19K
NIC
674
Northwest Investment Counselors
Oregon
$7.19K
TLCM
675
Twin Lakes Capital Management
California
$6.55K

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.