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Ingersoll Rand

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587661 (+74)

3.64% more ownership

Funds ownership: 94.19%97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
676
Prelude Capital Management
New York
-$417K -8,276 Closed
NICM
677
Neo Ivy Capital Management
New York
-$209K -7,421 Closed
MC
678
Machina Capital
France
-$337K -6,694 Closed
Credit Agricole
679
Credit Agricole
France
-$321K -6,369 Closed
BPA
680
Beacon Pointe Advisors
California
-$306K -6,076 Closed
MYLI
681
Meiji Yasuda Life Insurance
Japan
-$232K -4,609 Closed
SIM
682
Sentry Investment Management
Wisconsin
-$170K -3,372 Closed
CMBA
683
C.M. Bidwell & Associates
Hawaii
-$127K -2,518 Closed
APWA
684
Atlas Private Wealth Advisors
New Jersey
-$89K -1,764 Closed
Walleye Trading
685
Walleye Trading
New York
-$86.9K -1,527 Closed
MIFH
686
Migdal Insurance & Financial Holdings
Israel
-$50K -998 Closed
OSAM
687
O'Shaughnessy Asset Management
Connecticut
-$39K -775 Closed
CI
688
CX Institutional
Indiana
-$37K -733 Closed
LWM
689
Liberty Wealth Management
California
-$29K -568 Closed
GKWIM
690
Gerber Kawasaki Wealth & Investment Management
California
-$26K -529 Closed
MA
691
MCF Advisors
Kentucky
-$23K -447 Closed
CFA
692
Cahill Financial Advisors
Minnesota
-$22K -441 Closed
GRP
693
Global Retirement Partners
California
-$16K -324 Closed
BC
694
Bartlett & Co
Ohio
-$15K -300 Closed
BCWM
695
Bartlett & Co Wealth Management
Ohio
-$15.1K -300 Closed
SFP
696
Sterling Financial Planning
New Jersey
-$12K -245 Closed
RA
697
Resolute Advisors
California
-$5K -108 Closed
HA
698
Herold Advisors
New York
-$5K -100 Closed
CPC
699
Consolidated Planning Corp
Georgia
-$5K -91 Closed
KIG
700
Kowal Investment Group
Wisconsin
-$5K -91 Closed

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.