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Ingersoll Rand

866 hedge funds and large institutions have $39.3B invested in Ingersoll Rand in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 314 increasing their positions, 275 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $104M | Put options by funds: $26.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

33% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 73

14% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 275

9% more capital invested

Capital invested by funds: $36B → $39.3B (+$3.25B)

2% more funds holding

Funds holding: 850866 (+16)

0.78% more ownership

Funds ownership: 98.3%99.08% (+0.78%)

Holders
866
Holders Change
+16
Holders Change %
+1.88%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
97
Increased
314
Reduced
275
Closed
73
Calls
$104M
Puts
$26.9M
Net Calls
+$77.4M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
751
Bell Investment Advisors
California
$30.9K -$3.35K -36 -10%
RTC
752
Riverview Trust Company
Washington
$30.6K +$929 +10 +3%
MHR
753
Matthew Hamilton Rosenberg
$30.3K
CAS
754
Coppell Advisory Solutions
Texas
$29.4K +$9.29K +100 +50%
HWM
755
Hemington Wealth Management
Virginia
$28K +$27.1K +292 New
NRG
756
Nemes Rush Group
Michigan
$27.7K
FCAS
757
First Command Advisory Services
Texas
$27.7K +$26.2K +282 New
RCM
758
Raleigh Capital Management
North Carolina
$27.6K +$1.49K +16 +6%
RI
759
Ridgewood Investments
New Jersey
$26.5K -$186 -2 -0.7%
CA
760
Clearstead Advisors
Ohio
$25.9K +$5.67K +61 +30%
AIM
761
Anchor Investment Management
South Carolina
$25.9K
AWM
762
Avior Wealth Management
Nebraska
$25.4K +$1.39K +15 +6%
ADL
763
Asset Dedication LLC
California
$24.1K
ME
764
McIlrath & Eck
Washington
$23.8K
BWP
765
Baldwin Wealth Partners
Massachusetts
$23.7K +$22.4K +241 New
SS
766
Sunbelt Securities
Texas
$23.5K +$5.48K +59 +33%
UCI
767
Uncommon Cents Investing
Wisconsin
$23.4K +$22.1K +238 New
TH
768
TCTC Holdings
Texas
$23.1K
DCM
769
Davis Capital Management
Florida
$21.6K
PCWA
770
Pacific Capital Wealth Advisors
California
$21.5K
CWM
771
Compass Wealth Management
Connecticut
$21.4K -$28.8K -310 -59%
RA
772
Rise Advisors
New York
$21.3K
TFM
773
TFC Financial Management
Massachusetts
$21.1K
AA
774
Ancora Advisors
Ohio
$19.9K +$279 +3 +2%
OW
775
Olistico Wealth
Oklahoma
$19.7K

IR Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2024, worth a combined $39.3B — up 9% from $36B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IR positions and 73 closed out — a net gain of 24 holders — while 314 added to existing stakes and 275 trimmed.

The largest buyer was Capital International Investors, adding an estimated $389M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 866 institutional investors held Ingersoll Rand (IR) as of Q3 2024, up from 850 in Q2 2024.
  • Funds reported $39.3B of Ingersoll Rand stock for Q3 2024, up 9% quarter-over-quarter.
  • 97 funds opened new Ingersoll Rand positions in Q3 2024 and 73 closed out, a net change of +24 holders.
  • The largest Ingersoll Rand buyer in Q3 2024 was Capital International Investors, an estimated $389M added.
  • The largest Ingersoll Rand seller in Q3 2024 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2024.