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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
MG
676
Mather Group
Illinois
$120K +$133K +1,554 New
DJSG
677
D.J. St. Germain
Massachusetts
$117K
DWM
678
Dogwood Wealth Management
Kansas
$116K +$11.7K +137 +13%
FMB
679
Field & Main Bank
Kentucky
$116K +$2.99K +35 +3%
MPWT
680
MassMutual Private Wealth & Trust
Connecticut
$113K +$4.96K +58 +5%
CHC
681
City Holding Co
West Virginia
$109K -$5.13K -60 -5%
BCMLT
682
Beacon Capital Management LLC (Tennessee)
Tennessee
$109K
NECFA
683
New England Capital Financial Advisors
Connecticut
$109K
CB
684
Community Bank
New York
$104K
PAG
685
Paladin Advisory Group
Iowa
$103K -$12.5K -146 -12%
LJHT
686
Laurie J. Hall Trustee
$100K
PFBT
687
Parkside Financial Bank & Trust
Missouri
$97.4K +$7.18K +84 +9%
BF
688
BOK Financial
Oklahoma
$93.7K -$1.2K -14 -1%
WT
689
Washington Trust
Rhode Island
$89.6K
CFO
690
CVA Family Office
Colorado
$87.4K
CFGS
691
Concourse Financial Group Securities
Alabama
$84.3K -$428 -5 -0.6%
BBHC
692
Brown Brothers Harriman & Co
New York
$78K -$4.02K -47 -5%
ACA
693
Atlas Capital Advisors
Wyoming
$76.6K
CT
694
Colonial Trust
South Carolina
$75.6K
NRG
695
Nemes Rush Group
Michigan
$68.4K
GJWM
696
Gilliland Jeter Wealth Management
Arkansas
$68.2K +$61.4K +718 New
HBW
697
Hazlett, Burt & Watson
West Virginia
$68K
IA
698
IFP Advisors
Florida
$67.7K -$7.61K -89 -11%
VNA
699
Valley National Advisers
Pennsylvania
$67K -$37.4K -437 -38%
AA
700
Addison Advisors
Vermont
$66.9K

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.