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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
BWM
676
Baystate Wealth Management
Massachusetts
$6.55K
GCM
677
Gables Capital Management
Florida
$6.34K
TH
678
TCTC Holdings
Texas
$6.08K
TWM
679
Tradition Wealth Management
Minnesota
$5K +$296 +5 +7%
BAAM
680
Baker Avenue Asset Management
California
$4.58K -$532 -9 -11%
HS
681
Horan Securities
United States
$4.38K
GEA
682
Glen Eagle Advisors
New Jersey
$4.31K
DAM
683
Delta Asset Management
Tennessee
$4.25K
TCA
684
Trifecta Capital Advisors
Illinois
$4.05K
AWM
685
Abound Wealth Management
Tennessee
$4.05K +$118 +2 +3%
BC
686
Barrett & Company
Rhode Island
$4.05K
Kayne Anderson Rudnick Investment Management
687
Kayne Anderson Rudnick Investment Management
California
$4.05K +$828 +14 +29%
TAM
688
Tucker Asset Management
Colorado
$3.73K
HWP
689
Highline Wealth Partners
California
$3.01K
FRA
690
Front Row Advisors
California
$3K -$3.25K -55 -58%
BAM
691
Byrne Asset Management
New Jersey
$3K
CMP
692
Coston McIsaac & Partners
Maine
$3K
BG
693
Bollard Group
Massachusetts
$3K +$2.96K +50 New
PWMG
694
Prestige Wealth Management Group
New Jersey
$2.94K
SIC
695
SJS Investment Consulting
Ohio
$2.88K -$177 -3 -6%
SWM
696
Sanctuary Wealth Management
Idaho
$2.75K +$2.48K +42 New
TAIM
697
TD Ameritrade Investment Management
Nebraska
$2K
WWM
698
Wolff Wiese Magana
California
$1.5K
CSC
699
Caldwell Sutter Capital
California
$1.44K +$1.3K +22 New
HCM
700
Hollencrest Capital Management
California
$1.24K

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.