We are live on ! Find out more
IR icon

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
GKIM
726
GW&K Investment Management
Massachusetts
$36K +$1.66K +18 +5%
CT
727
Clearstead Trust
Maine
$34.8K
ETS
728
ESL Trust Services
New York
$33.6K
AP
729
Antipodes Partners
Australia
$33.3K +$1.56K +17 +5%
SA
730
Scarborough Advisors
Maryland
$32.9K -$6.16K -67 -16%
TCOV
731
Trust Company of Vermont
Vermont
$32.4K +$460 +5 +1%
CFB
732
Cullen/Frost Bankers
Texas
$32K -$5.7K -62 -15%
BIA
733
Bell Investment Advisors
California
$31.9K
AGWCA
734
Annis Gardner Whiting Capital Advisors
Florida
$31.2K -$2.67K -29 -8%
OIAM
735
OFI Invest Asset Management
France
$30.8K -$2.67K -29 -7%
PWA
736
Provenance Wealth Advisors
Florida
$29.8K
FMII
737
Farmers & Merchants Investments Inc
Nebraska
$29K
MHR
738
Matthew Hamilton Rosenberg
$27.7K
CA
739
CoreCap Advisors
Michigan
$27.4K -$27.2K -296 -49%
RTC
740
Riverview Trust Company
Washington
$27.4K
NRG
741
Nemes Rush Group
Michigan
$26.5K -$39.3K -428 -59%
RI
742
Ridgewood Investments
New Jersey
$24.7K +$25K +272 New
RCM
743
Raleigh Capital Management
North Carolina
$24.1K +$460 +5 +2%
AIM
744
Anchor Investment Management
South Carolina
$24K
IWA
745
IBEX Wealth Advisors
New Jersey
$22.7K +$23K +250 New
ADL
746
Asset Dedication LLC
California
$22.3K
MAM
747
Meeder Asset Management
Ohio
$22.3K +$15.6K +170 +227%
AWM
748
Avior Wealth Management
Nebraska
$22.1K -$12.6K -137 -36%
ME
749
McIlrath & Eck
Washington
$22K
TH
750
TCTC Holdings
Texas
$21.3K

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.