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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
LS
676
Livforsakringsbolaget Skandia
Sweden
$100K -$27.6K -300 -21%
CB
677
Community Bank
New York
$99.5K
PAG
678
Paladin Advisory Group
Iowa
$98.9K
CHC
679
City Holding Co
West Virginia
$98K -$6.53K -71 -6%
BF
680
BOK Financial
Oklahoma
$97.1K +$6.25K +68 +7%
BTI
681
Blue Trust Inc
Georgia
$96.8K +$70.8K +770 +308%
LJHT
682
Laurie J. Hall Trustee
$96K
CH
683
Cromwell Holdings
Wyoming
$95.2K +$96.3K +1,048 New
PFBT
684
Parkside Financial Bank & Trust
Missouri
$94.5K +$1.29K +14 +1%
WT
685
Washington Trust
Rhode Island
$87.1K +$1.38K +15 +2%
CFO
686
CVA Family Office
Colorado
$84K +$460 +5 +0.5%
OP
687
ORG Partners
Indiana
$80.8K +$82.9K +902 New
CFGS
688
Concourse Financial Group Securities
Alabama
$78.7K -$2.02K -22 -2%
BBHC
689
Brown Brothers Harriman & Co
New York
$74.7K
SAM
690
Smartleaf Asset Management
Massachusetts
$74.5K +$37K +402 +96%
CT
691
Colonial Trust
South Carolina
$72.2K
ACA
692
Atlas Capital Advisors
Wyoming
$69.9K -$3.4K -37 -5%
1IA
693
1620 Investment Advisors
Massachusetts
$66.9K +$67.7K +737 New
GJWM
694
Gilliland Jeter Wealth Management
Arkansas
$65.2K
HBW
695
Hazlett, Burt & Watson
West Virginia
$65K
AA
696
Addison Advisors
Vermont
$64K
WTA
697
Washington Trust Advisors
Massachusetts
$64K
DSC
698
Duncker Streett & Co
Missouri
$64K
VNA
699
Valley National Advisers
Pennsylvania
$63K -$460 -5 -0.7%
UIA
700
Ulland Investment Advisors
Minnesota
$61K

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.