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Ingersoll Rand

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: 710 (+3)

11% more capital invested

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

5% more funds holding

Funds holding: 682717 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
51
Swedbank
Sweden
$65M +$10.7M +180,400 +22%
Bank of America
52
Bank of America
North Carolina
$64.7M -$20.4M -345,615 -26%
RS
53
Robeco Schweiz
Switzerland
$60.8M -$4.69M -79,300 -8%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$59.3M +$526K +8,900 +1%
UBS Group
55
UBS Group
Switzerland
$58.4M +$5.64M +95,421 +12%
Marshall Wace
56
Marshall Wace
United Kingdom
$56.3M +$28M +473,532 +122%
Adage Capital Partners
57
Adage Capital Partners
Massachusetts
$55.3M -$25M -422,993 -33%
SO
58
STRS Ohio
Ohio
$51.9M -$1.82M -30,839 -4%
Robeco Institutional Asset Management
59
Robeco Institutional Asset Management
Netherlands
$50.8M +$4.53M +76,670 +11%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$50.2M -$306K -5,168 -0.7%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$49.5M -$1.87M -31,704 -4%
PC
62
PointState Capital
New York
$45.7M +$41.3M +699,009 New
GIG
63
Goodnow Investment Group
Connecticut
$44.3M +$3.64M +61,570 +10%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$43.3M -$85.1K -1,439 -0.2%
CS
65
Credit Suisse
Switzerland
$43.2M -$505K -8,543 -1%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$42.8M -$4.92M -83,144 -11%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$42.7M -$1.12M -18,874 -3%
Loomis, Sayles & Company
68
Loomis, Sayles & Company
Massachusetts
$41.2M -$2.97M -50,191 -7%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$40.7M +$12.3M +207,651 +50%
Macquarie Group
70
Macquarie Group
Australia
$38.8M -$1.85M -31,375 -5%
National Pension Service
71
National Pension Service
South Korea
$36.9M +$1.26M +21,260 +4%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$36.3M +$3.69M +62,482 +13%
Barclays
73
Barclays
United Kingdom
$35.8M +$8.8M +148,891 +37%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$35.8M +$14.8M +250,789 +84%
Federated Hermes
75
Federated Hermes
Pennsylvania
$35.3M +$450K +7,603 +1%

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.