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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
VCM
751
Versant Capital Management
Arizona
$20.5K -$6.43K -70 -24%
PCWA
752
Pacific Capital Wealth Advisors
California
$19.9K +$20.1K +219 New
RA
753
Rise Advisors
New York
$19.7K
DCM
754
Davis Capital Management
Florida
$19.7K
IGWM
755
ICA Group Wealth Management
Colorado
$19.6K -$6.53K -71 -25%
TFM
756
TFC Financial Management
Massachusetts
$19.5K
RWM
757
Ruedi Wealth Management
Illinois
$18.5K +$827 +9 +5%
CA
758
Clearstead Advisors
Ohio
$18.4K +$8.55K +93 +85%
OW
759
Olistico Wealth
Oklahoma
$18.3K +$18.5K +201 New
AA
760
Ancora Advisors
Ohio
$18.2K
CAS
761
Coppell Advisory Solutions
Texas
$18.2K +$18.4K +200 New
CA
762
Crewe Advisors
Utah
$17.9K
Jones Financial Companies
763
Jones Financial Companies
Missouri
$17.9K +$18.1K +197 New
SS
764
Sunbelt Securities
Texas
$16.4K
FP
765
Financial Perspectives
Minnesota
$16K
RAM
766
Riggs Asset Management
Pennsylvania
$16K
WB
767
Webster Bank
Connecticut
$16K
JWA
768
JFS Wealth Advisors
Pennsylvania
$15.2K -$12.1K -132 -44%
MCM
769
MV Capital Management
Maryland
$14.3K +$827 +9 +6%
PP
770
PFS Partners
New Jersey
$14K
CMA
771
Cedar Mountain Advisors
Oregon
$14K
WWP
772
WR Wealth Planners
Missouri
$14K +$552 +6 +4%
OCM
773
Orion Capital Management
California
$13.7K
S
774
Sachetta
Massachusetts
$13.2K +$92 +1 +0.8%
SC
775
SouthState Corp
Florida
$13.1K

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.