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Ingersoll Rand
IR

682 hedge funds and large institutions have $22.8B invested in Ingersoll Rand in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 237 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $9.9M

73% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 205

12% more capital invested

Capital invested by funds: $20.4B → $22.8B (+$2.36B)

4% more funds holding

Funds holding: 658 → 682 (+24)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1% less ownership

Funds ownership: 97.16% → 96.16% (-1%)

Holders
682
Holders Change
+24
Holders Change %
+3.65%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
85
Increased
237
Reduced
205
Closed
49
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$6.05M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$398M
2
Citadel Advisors
Citadel Advisors
Florida
+$86.8M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$54.9M
4
Invesco
Invesco
Georgia
+$48.9M
5
Jane Street
Jane Street
New York
+$35.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$250M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$165M
3
JP Morgan Chase
JP Morgan Chase
New York
-$150M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$140M
5
Ameriprise
Ameriprise
Minnesota
-$94.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
676
True Wealth Design
Ohio
$408 – – –
CTA
677
Colonial Trust Advisors
South Carolina
$349 – – –
TWP
678
TFO Wealth Partners
Ohio
$349 +$282 +5 +500%
SWA
679
SOA Wealth Advisors
New York
$233 – – –
LSA
680
Leonteq Securities AG
Switzerland
$58 – – –
Point72 Asset Management
681
Point72 Asset Management
Connecticut
– -$19.4M -372,013 Closed
AC
682
Albar Capital
United Kingdom
– -$5.25M -100,398 Closed
PMEF
683
Point72 Middle East FZE
United Arab Emirates
– -$2.96M -56,618 Closed
Connor, Clark & Lunn Investment Management (CC&L)
684
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.84M -54,413 Closed
DA
685
Duality Advisers
Florida
– -$2.75M -52,611 Closed
VHAM
686
Van Hulzen Asset Management
California
– -$1.72M -32,846 Closed
LGF
687
LGT Group Foundation
Liechtenstein
– -$1.45M -27,715 Closed
FC
688
FORA Capital
Florida
– -$1.32M -25,277 Closed
GCP
689
GSA Capital Partners
United Kingdom
– -$1.3M -24,818 Closed
FRM
690
Fox Run Management
Connecticut
– -$902K -17,258 Closed
TI
691
Trexquant Investment
Connecticut
– -$812K -15,545 Closed
AC
692
Allstate Corporation
Illinois
– -$787K -15,065 Closed
USAA
693
United Services Automobile Association
Texas
– -$781K -14,923 Closed
QT
694
Quantamental Technologies
New York
– -$769K -14,727 Closed
MFS
695
Mirabella Financial Services
United Kingdom
– -$682K -13,054 Closed
IAIM
696
Industrial Alliance Investment Management
Quebec, Canada
– -$647K -12,390 Closed
NERM
697
New England Research & Management
Illinois
– -$645K -12,350 Closed
PI
698
PEAK6 Investments
Illinois
– -$641K -11,375 Closed
PAS
699
Park Avenue Securities
New York
– -$544K -10,417 Closed
N
700
Natixis
France
– -$500K -9,563 Closed
26 27
28
29 30

IR Hedge Fund Activity: Q1 2023 in Review

682 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2023, worth a combined $22.8B — up 12% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IR positions and 49 closed out — a net gain of 36 holders — while 237 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $398M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $250M.

  • 682 institutional investors held Ingersoll Rand (IR) as of Q1 2023, up from 658 in Q4 2022.
  • Funds reported $22.8B of Ingersoll Rand stock for Q1 2023, up 12% quarter-over-quarter.
  • 85 funds opened new Ingersoll Rand positions in Q1 2023 and 49 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q1 2023 was Fidelity Investments, an estimated $398M added.
  • The largest Ingersoll Rand seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2023.