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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
FMP
701
Financial Management Professionals
Texas
$61K +$5.24K +57 +9%
IA
702
IFP Advisors
Florida
$58.6K -$6.16K -67 -9%
GWM
703
Geneos Wealth Management
Colorado
$57.9K
KB
704
Kimelman & Baird
New York
$56.9K +$57.5K +626 New
CFM
705
Catalyst Funds Management
Australia
$54.5K +$55.2K +600 New
C
706
Covestor
United Kingdom
$54K -$3.68K -40 -6%
WIA
707
Wetzel Investment Advisors
Indiana
$51.6K
NSIM
708
North Star Investment Management
Illinois
$49.4K
CWM
709
Compass Wealth Management
Connecticut
$48K +$40.4K +440 +500%
RFA
710
Register Financial Advisors
Georgia
$47.3K
GLR
711
Great Lakes Retirement
Ohio
$47K +$47.5K +517 New
WPA
712
West Paces Advisors
Georgia
$46.2K
BSB
713
Bangor Savings Bank
Maine
$45.4K
ST
714
Smithfield Trust
Pennsylvania
$44K
RIL
715
Rothschild Investment LLC
Illinois
$42.6K +$11.9K +129 +38%
UB
716
UMB Bank
Missouri
$42.3K +$28.4K +309 +197%
MA
717
MCF Advisors
Kentucky
$41.1K
TPCW
718
TD Private Client Wealth
New York
$41.1K +$4.32K +47 +12%
HDIM
719
Hanson & Doremus Investment Management
Vermont
$41K
PP
720
Pacifica Partners
Canada
$40.2K
LCM
721
Logan Capital Management
Pennsylvania
$40.1K
FCA
722
FinTrust Capital Advisors
South Carolina
$38.2K
BCWM
723
Bartlett & Co Wealth Management
Ohio
$36.3K +$5.61K +61 +18%
CSB
724
City State Bank
Iowa
$36.1K
FCG
725
Financial Connections Group
California
$36K

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.