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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% 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
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
726
Financial Connections Group
California
$39K
TPCW
727
TD Private Client Wealth
New York
$38.5K -$8.13K -95 -19%
CSB
728
City State Bank
Iowa
$38K
CT
729
Clearstead Trust
Maine
$36.4K
AWM
730
Avior Wealth Management
Nebraska
$36.1K +$18.1K +212 +126%
GKIM
731
GW&K Investment Management
Massachusetts
$36K -$59.3K -693 -65%
AGWCA
732
Annis Gardner Whiting Capital Advisors
Florida
$35.4K +$15.7K +184 +97%
ETS
733
ESL Trust Services
New York
$35.1K +$31.6K +370 New
OIAM
734
OFI Invest Asset Management
France
$34.5K -$1.63K -19 -5%
TCOV
735
Trust Company of Vermont
Vermont
$33.4K -$257 -3 -0.8%
BIA
736
Bell Investment Advisors
California
$33.3K
AP
737
Antipodes Partners
Australia
$33K
RIL
738
Rothschild Investment LLC
Illinois
$32.3K +$3.85K +45 +15%
BCWM
739
Bartlett & Co Wealth Management
Ohio
$32.2K -$13.8K -161 -32%
PWA
740
Provenance Wealth Advisors
Florida
$31.1K -$6.76K -79 -19%
FMII
741
Farmers & Merchants Investments Inc
Nebraska
$30.3K
MHR
742
Matthew Hamilton Rosenberg
$28.9K
RTC
743
Riverview Trust Company
Washington
$28.7K +$25.8K +302 New
JWA
744
JFS Wealth Advisors
Pennsylvania
$28.4K +$11.1K +130 +77%
VCM
745
Versant Capital Management
Arizona
$28.1K
HT
746
Headlands Technologies
Illinois
$27.8K +$25.1K +293 New
IGWM
747
ICA Group Wealth Management
Colorado
$27.3K +$2.91K +34 +13%
AIM
748
Anchor Investment Management
South Carolina
$25.1K
RCM
749
Raleigh Capital Management
North Carolina
$24.7K -$23.5K -275 -51%
BTI
750
Blue Trust Inc
Georgia
$23.7K -$156K -1,824 -88%

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.