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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
CAL
776
Capital Advisors Ltd
Ohio
$13K -$643 -7 -5%
BGAI
777
Bruce G. Allen Investments
Colorado
$12.9K
MMG
778
Monetary Management Group
Missouri
$12.7K
OC
779
Oakworth Capital
Alabama
$12.6K
AAP
780
Arax Advisory Partners
Colorado
$12K +$1.1K +12 +10%
CAL
781
Capital Analysts LLC
Pennsylvania
$12K
TFIPS
782
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12K
HFA
783
Hershey Financial Advisers
Pennsylvania
$11.4K +$11.5K +125 New
JFA
784
JNBA Financial Advisors
Minnesota
$11.2K
AT
785
Arlington Trust
Alabama
$11.2K
RFG
786
RFP Financial Group
Georgia
$10.8K
HCP
787
Hexagon Capital Partners
Arkansas
$10.8K
AF
788
Advisornet Financial
Minnesota
$10.2K
NS
789
NBC Securities
Alabama
$10K
TLCM
790
Twin Lakes Capital Management
California
$9.12K
GTAM
791
Global Trust Asset Management
Florida
$9.08K -$9.19K -100 -50%
AP
792
Aspect Partners
Virginia
$8.9K -$368 -4 -4%
CIAS
793
CBIZ Investment Advisory Services
Ohio
$8.81K
GCM
794
Gables Capital Management
Florida
$8.81K
CA
795
Continuum Advisory
Idaho
$8.63K
TWP
796
Triad Wealth Partners
Kansas
$8.54K +$8.64K +94 New
TFF
797
The Family Firm
Maryland
$7.84K +$7.91K +86 New
QL
798
Quarry LP
New York
$6.9K -$56K -609 -89%
HWP
799
Highline Wealth Partners
California
$6.45K +$2.3K +25 +54%
AAG
800
Armstrong Advisory Group
Massachusetts
$6K +$6.07K +66 New

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.