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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% 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
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
651
Excalibur Management
Massachusetts
$202K +$182K +2,131 New
EL
652
Essex LLC
Illinois
$202K +$182K +2,128 New
SIM
653
Sentry Investment Management
Wisconsin
$202K
CAM
654
Claret Asset Management
Quebec, Canada
$202K +$182K +2,128 New
BRWA
655
B. Riley Wealth Advisors
Florida
$201K +$34.1K +399 +15%
CGL
656
Clarius Group LLC
Washington
$201K +$181K +2,113 New
PL
657
Perpetual Ltd
Australia
$201K +$181K +2,112 New
RAM
658
Ramirez Asset Management
New York
$180K +$163K +1,900 New
FFA
659
Farther Finance Advisors
California
$175K +$2.4K +28 +2%
GC
660
Globeflex Capital
California
$173K
NA
661
NewEdge Advisors
Louisiana
$169K -$11.2K -131 -7%
LC
662
Lindbrook Capital
California
$164K +$5.13K +60 +4%
First Manhattan
663
First Manhattan
New York
$160K -$257 -3 -0.2%
JGIA
664
Jackson Grant Investment Advisers
Connecticut
$160K
HI
665
Harbour Investments
Wisconsin
$160K -$6.76K -79 -4%
WTC
666
WhitTier Trust Company
Nevada
$160K +$7.18K +84 +5%
SWM
667
Spire Wealth Management
Virginia
$152K +$10.8K +126 +9%
HFM
668
Hartford Financial Management
Connecticut
$147K
WT
669
Whittier Trust
California
$146K -$7.53K -88 -5%
AA
670
Alta Advisers
United Kingdom
$142K
LS
671
Livforsakringsbolaget Skandia
Sweden
$133K
PTC
672
Private Trust Company
Ohio
$131K -$20.6K -241 -15%
CI Investments Inc
673
CI Investments Inc
Ontario, Canada
$130K +$21K +245 +22%
ZB
674
Zions Bancorporation
Utah
$126K -$86 -1 -0.1%
BWAM
675
Boyd Watterson Asset Management
Ohio
$125K

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.