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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
ZIG
51
Zurich Insurance Group
Switzerland
$73.6M -$23.9M -259,499 -24%
Man Group
52
Man Group
United Kingdom
$72.9M -$32.5M -353,819 -31%
Swedbank
53
Swedbank
Sweden
$70.9M +$18.2M +198,200 +34%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$70.7M -$18.9M -205,756 -21%
Barclays
55
Barclays
United Kingdom
$70M -$9.73M -105,899 -12%
CIM
56
CCLA Investment Management
United Kingdom
$69.7M -$17.3M -188,399 -20%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$68.8M -$633K -6,891 -0.9%
CGPCS
58
Capital Group Private Client Services
California
$68.7M +$34.3M +373,395 +97%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$65.7M -$888K -9,655 -1%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$60.8M -$784K -8,534 -1%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$58.2M +$2.58M +28,046 +5%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$49.2M -$3.19M -34,748 -6%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$49M +$4.11M +44,733 +9%
Macquarie Group
64
Macquarie Group
Australia
$48.8M -$2.34M -25,406 -5%
National Pension Service
65
National Pension Service
South Korea
$47.8M -$1.06M -11,568 -2%
RS
66
Robeco Schweiz
Switzerland
$47.4M +$16.6M +180,168 +53%
Aviva
67
Aviva
United Kingdom
$46.9M +$8.5M +92,429 +22%
SO
68
STRS Ohio
Ohio
$46.1M -$7M -76,183 -13%
GIG
69
Goodnow Investment Group
Connecticut
$45.8M -$5.23M -56,890 -10%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$44.9M -$772K -8,398 -2%
Canada Life
71
Canada Life
Manitoba, Canada
$43.7M +$928K +10,092 +2%
Jane Street
72
Jane Street
New York
$43.1M +$39.3M +427,896 +918%
Principal Financial Group
73
Principal Financial Group
Iowa
$42.2M -$1.07M -11,597 -2%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$42M -$7.31M -79,498 -15%
SAM
75
Storebrand Asset Management
Norway
$40M +$636K +6,924 +2%

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.