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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
MMG
776
Monetary Management Group
Missouri
$13.3K
OC
777
Oakworth Capital
Alabama
$13.2K
CAL
778
Capital Analysts LLC
Pennsylvania
$13K
TFIPS
779
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.5K
AT
780
Arlington Trust
Alabama
$11.7K
JFA
781
JNBA Financial Advisors
Minnesota
$11.7K
AAP
782
Arax Advisory Partners
Colorado
$11.4K
RFG
783
RFP Financial Group
Georgia
$11.3K
HCP
784
Hexagon Capital Partners
Arkansas
$11.3K
NS
785
NBC Securities
Alabama
$11K
AF
786
Advisornet Financial
Minnesota
$10.6K -$3.76K -44 -28%
NIC
787
Northwest Investment Counselors
Oregon
$10.4K +$9.41K +110 New
S
788
Sachetta
Massachusetts
$10.3K
CA
789
Clearstead Advisors
Ohio
$9.99K -$2.14K -25 -19%
AP
790
Aspect Partners
Virginia
$9.69K +$171 +2 +2%
TLCM
791
Twin Lakes Capital Management
California
$9.53K
GCM
792
Gables Capital Management
Florida
$9.21K -$5.64K -66 -40%
CIAS
793
CBIZ Investment Advisory Services
Ohio
$9.21K +$8.3K +97 New
CA
794
Continuum Advisory
Idaho
$8.64K +$8.13K +95 New
CWM
795
Compass Wealth Management
Connecticut
$8.36K
MAM
796
Meeder Asset Management
Ohio
$7.12K +$6.42K +75 New
GEA
797
Glen Eagle Advisors
New Jersey
$6.27K
PCMC
798
Planning Capital Management Corporation
Pennsylvania
$6.27K
DAM
799
Delta Asset Management
Tennessee
$6.17K -$257 -3 -4%
AWM
800
Abound Wealth Management
Tennessee
$5.89K

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.