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Ingersoll Rand
IR

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: 7 → 10 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682 → 717 (+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

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$146M
2
Man Group
Man Group
United Kingdom
+$109M
3
DZ Bank
DZ Bank
Germany
+$103M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.2M
5
BlackRock
BlackRock
New York
+$78.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$326M
2
Citadel Advisors
Citadel Advisors
Florida
-$142M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$81.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$53.1M
5
Holocene Advisors
Holocene Advisors
New York
-$47.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
701
Sound Income Strategies
Florida
$1.24K – – –
CHA
702
Carmichael Hill & Associates
Maryland
$1.11K – – –
FGAM
703
Financial Gravity Asset Management
Texas
$1.01K +$3.84K +65 New
KFP
704
KB Financial Partners
New Jersey
$1K – – –
SIA
705
SkyView Investment Advisors
New Jersey
$1K +$355 +6 +86%
AF
706
Arrow Financial
New York
$654 – – –
CPG
707
Cornerstone Planning Group
New Jersey
$523 +$473 +8 New
TWD
708
True Wealth Design
Ohio
$458 – – –
VAG
709
VisionPoint Advisory Group
Texas
$458 +$414 +7 New
CTA
710
Colonial Trust Advisors
South Carolina
$392 – – –
TWP
711
TFO Wealth Partners
Ohio
$392 – – –
SWA
712
SOA Wealth Advisors
New York
$262 – – –
M
713
MOTCO
Texas
$261 +$236 +4 New
LSA
714
Leonteq Securities AG
Switzerland
$65 – – –
Comerica Bank
715
Comerica Bank
Texas
$18 +$9.77M +165,315 New
BC
716
Brookfield Corp
Ontario, Canada
– -$17.1M -293,145 Closed
MCM
717
Moore Capital Management
New York
– -$14.2M -244,034 Closed
SC
718
Shellback Capital
Massachusetts
– -$4.8M -82,548 Closed
WIM
719
Weitz Investment Management
Nebraska
– -$4.65M -80,000 Closed
CCM
720
Cinctive Capital Management
New York
– -$4.07M -69,871 Closed
LIP
721
Lighthouse Investment Partners
Florida
– -$3.74M -64,352 Closed
WBC
722
Westpac Banking Corp
Australia
– -$3.46M -59,481 Closed
QT
723
Quantbot Technologies
New York
– -$3.46M -59,427 Closed
LSA
724
L & S Advisors
California
– -$3.45M -59,315 Closed
GCM
725
Graham Capital Management
Connecticut
– -$1.75M -30,087 Closed
27 28
29
30 31

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.