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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
KLC
726
Knowledge Leaders Capital
Colorado
-$1.58M -27,222 Closed
CWM
727
CIBC World Markets
New York
-$1.19M -20,477 Closed
BC
728
Bridgefront Capital
Texas
-$866K -14,885 Closed
I
729
InceptionR
California
-$859K -14,757 Closed
ACP
730
Arcus Capital Partners
Georgia
-$837K -14,393 Closed
BA
731
Bellwether Advisors
Nebraska
-$601K -10,335 Closed
BFM
732
Boothbay Fund Management
New York
-$507K -8,716 Closed
SWRP
733
Summit Wealth & Retirement Planning
California
-$482K -8,284 Closed
TCM
734
Teza Capital Management
Illinois
-$349K -6,007 Closed
1IA
735
1620 Investment Advisors
Massachusetts
-$452K -5,942 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
736
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$333K -5,722 Closed
PAM
737
Palisade Asset Management
Minnesota
-$233K -4,000 Closed
GWM
738
Gitterman Wealth Management
New Jersey
-$230K -3,959 Closed
TIA
739
Trust Investment Advisors
Indiana
-$225K -3,861 Closed
DT
740
Diversified Trust
Tennessee
-$214K -3,685 Closed
SW
741
SVB Wealth
Massachusetts
-$207K -3,552 Closed
EWA
742
Exencial Wealth Advisors
Oklahoma
-$200K -3,441 Closed
EI
743
Ellevest Inc
New York
-$103K -1,777 Closed
MCM
744
Magnolia Capital Management
New York
-$103K -1,764 Closed
BAM
745
Belpointe Asset Management
Nevada
-$83K -1,426 Closed
AAS
746
Ameritas Advisory Services
Nebraska
-$57.7K -993 Closed
TWA
747
TCI Wealth Advisors
Arizona
-$36.1K -620 Closed
QPBE
748
Quintet Private Bank (Europe)
Luxembourg
-$25.6K -439 Closed
AP
749
Arlington Partners
Alabama
-$16K -275 Closed
PMAM
750
Picton Mahoney Asset Management
Ontario, Canada
-$12K -200 Closed

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.