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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
FFA
651
Farther Finance Advisors
California
$181K +$14K +152 +8%
CI Investments Inc
652
CI Investments Inc
Ontario, Canada
$176K +$51.8K +563 +41%
RAM
653
Ramirez Asset Management
New York
$173K
LC
654
Lindbrook Capital
California
$166K +$8.46K +92 +5%
GC
655
Globeflex Capital
California
$165K
SIM
656
Sentry Investment Management
Wisconsin
$160K -$33.3K -362 -17%
JGIA
657
Jackson Grant Investment Advisers
Connecticut
$153K
WTC
658
WhitTier Trust Company
Nevada
$153K
SWM
659
Spire Wealth Management
Virginia
$143K -$2.21K -24 -1%
HFM
660
Hartford Financial Management
Connecticut
$141K
WT
661
Whittier Trust
California
$140K
AA
662
Alta Advisers
United Kingdom
$136K
EWA
663
EverSource Wealth Advisors
Alabama
$134K +$81.2K +883 +195%
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$127K +$18.4K +200 +17%
PTC
665
Private Trust Company
Ohio
$125K
ATPW
666
Ashton Thomas Private Wealth
Arizona
$125K +$126K +1,371 New
ZB
667
Zions Bancorporation
Utah
$123K +$2.11K +23 +2%
BWAM
668
Boyd Watterson Asset Management
Ohio
$119K
FMB
669
Field & Main Bank
Kentucky
$113K +$2.3K +25 +2%
DJSG
670
D.J. St. Germain
Massachusetts
$112K
HFM
671
Harvest Fund Management
China
$112K -$326K -3,550 -74%
WBC
672
Westpac Banking Corp
Australia
$105K +$106K +1,155 New
BCMLT
673
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K
NECFA
674
New England Capital Financial Advisors
Connecticut
$104K
FLPIM
675
F.L. Putnam Investment Management
Massachusetts
$102K +$103K +1,124 New

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.