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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
MLL
701
Moody Lynn & Lieberson
Massachusetts
$202K +$3.88K +39 +2%
PCA
702
Pallas Capital Advisors
Massachusetts
$201K -$26.9K -270 -11%
BC
703
Burney Company
Virginia
$201K
BONH
704
Bank of New Hampshire
New Hampshire
$200K
PTC
705
Private Trust Company
Ohio
$195K +$75.8K +761 +55%
SAM
706
Smartleaf Asset Management
Massachusetts
$180K +$49.5K +497 +33%
RAM
707
Ramirez Asset Management
New York
$172K
WT
708
Whittier Trust
California
$167K +$31.3K +314 +20%
WTC
709
WhitTier Trust Company
Nevada
$165K +$14.4K +145 +9%
DJSG
710
D.J. St. Germain
Massachusetts
$159K +$52.6K +528 +43%
LC
711
Lindbrook Capital
California
$159K -$299 -3 -0.2%
GM
712
GeoWealth Management
Illinois
$156K +$15.9K +160 +10%
BIG
713
Brooklyn Investment Group
New York
$151K -$1.59K -16 -0.9%
EWA
714
EverSource Wealth Advisors
Alabama
$144K +$23.2K +233 +17%
HFM
715
Hartford Financial Management
Connecticut
$140K
SIM
716
Sentry Investment Management
Wisconsin
$137K -$24.6K -247 -14%
MPWT
717
MassMutual Private Wealth & Trust
Connecticut
$134K -$7.17K -72 -5%
BBHC
718
Brown Brothers Harriman & Co
New York
$132K +$61.5K +618 +74%
ACM
719
Aster Capital Management
United Arab Emirates
$128K +$92.3K +927 +190%
PSFG
720
Park Square Financial Group
Georgia
$122K +$134K +1,350 New
FMB
721
Field & Main Bank
Kentucky
$121K +$2.49K +25 +2%
BWAM
722
Boyd Watterson Asset Management
Ohio
$119K
ZB
723
Zions Bancorporation
Utah
$118K -$2.99K -30 -2%
CI Investments Inc
724
CI Investments Inc
Ontario, Canada
$110K -$8.16K -82 -6%
BCMLT
725
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K

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.