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Ingersoll Rand

928 hedge funds and large institutions have $35.9B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 330 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $19.6M

116% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 275

7% more funds holding

Funds holding: 866928 (+62)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 99.08%98.44% (-0.64%)

9% less capital invested

Capital invested by funds: $39.3B → $35.9B (-$3.38B)

Holders
928
Holders Change
+62
Holders Change %
+7.16%
% 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
149
Increased
330
Reduced
275
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
676
Gray Wealth Management
Maine
$221K
NG
677
Northstar Group
New York
$219K
ST
678
Spinnaker Trust
Maine
$218K
GI
679
Gradient Investments
Minnesota
$218K
SW
680
SVB Wealth
Massachusetts
$218K +$240K +2,408 New
SIS
681
Sound Income Strategies
Florida
$218K -$132K -1,321 -35%
CPIG
682
Chicago Partners Investment Group
Illinois
$218K +$10.9K +109 +5%
APP
683
Avantax Planning Partners
Iowa
$217K
CWP
684
Cyndeo Wealth Partners
Florida
$215K
HCM
685
Howard Capital Management
Georgia
$215K +$14.7K +148 +7%
BRWA
686
B. Riley Wealth Advisors
Florida
$215K -$334K -3,354 -59%
WFI
687
West Family Investments
California
$214K
FCP
688
Fidelis Capital Partners
Florida
$214K +$230K +2,309 New
MG
689
Mather Group
Illinois
$213K +$1.09K +11 +0.5%
WANY
690
Wealthspire Advisors (New York)
New York
$212K +$3.38K +34 +1%
OWA
691
Opal Wealth Advisors
New York
$211K +$18.9K +190 +9%
FW
692
FullCircle Wealth
Texas
$209K +$224K +2,253 New
BBA
693
Baader Bank Aktiengesellschaft
Germany
$207K +$1.79K +18 +0.8%
FFA
694
Farther Finance Advisors
California
$206K -$16K -161 -7%
LSAG
695
Lake Street Advisors Group
New Hampshire
$206K +$14K +141 +7%
ETC
696
Exchange Traded Concepts
Oklahoma
$206K -$22.1K -222 -9%
FLPIM
697
F.L. Putnam Investment Management
Massachusetts
$205K -$4.88K -49 -2%
HI
698
Harbour Investments
Wisconsin
$204K -$5.38K -54 -2%
OC
699
Oppenheimer & Co
New York
$203K -$1.09K -11 -0.5%
PWM
700
Perigon Wealth Management
California
$202K -$7.96K -80 -3%

IR Hedge Fund Activity: Q4 2024 in Review

928 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2024, worth a combined $35.9B — down 8.6% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IR positions and 69 closed out — a net gain of 80 holders — while 330 added to existing stakes and 275 trimmed.

The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Artisan Partners, cutting an estimated $476M.

  • 928 institutional investors held Ingersoll Rand (IR) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $35.9B of Ingersoll Rand stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 149 funds opened new Ingersoll Rand positions in Q4 2024 and 69 closed out, a net change of +80 holders.
  • The largest Ingersoll Rand buyer in Q4 2024 was UBS Group, an estimated $202M added.
  • The largest Ingersoll Rand seller in Q4 2024 was Artisan Partners, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2024.