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Ingersoll Rand
IR

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: 784 → 848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$1.19B
2
Franklin Resources
Franklin Resources
California
+$763M
3
Capital World Investors
Capital World Investors
California
+$397M
4
JP Morgan Chase
JP Morgan Chase
New York
+$296M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
+$132M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$1.12B
2
Morgan Stanley
Morgan Stanley
New York
-$463M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$241M
4
Artisan Partners
Artisan Partners
Wisconsin
-$156M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
801
Barrett & Company
Rhode Island
$5.89K – – –
CAM
802
Chesapeake Asset Management
New York
$5.89K – – –
CAM
803
ClariVest Asset Management
California
$5.51K – – –
TAM
804
Tucker Asset Management
Colorado
$5.41K – – –
CMP
805
Coston McIsaac & Partners
Maine
$5K – – –
FCAS
806
First Command Advisory Services
Texas
$4.84K +$4.36K +51 New
LI
807
LRI Investments
Florida
$4.84K +$4.36K +51 New
NMM
808
Naples Money Management
Florida
$4.75K +$4.28K +50 New
SL
809
Salomon & Ludwin
Virginia
$4.56K – – –
AFWM
810
Abich Financial Wealth Management
Virginia
$4.56K +$4.11K +48 New
PWMG
811
Private Wealth Management Group
New Jersey
$4.46K – – –
HWP
812
Highline Wealth Partners
California
$4.37K – – –
SIC
813
SJS Investment Consulting
Ohio
$4.18K – – –
USB
814
Union Savings Bank
Connecticut
$4.18K – – –
VAG
815
VisionPoint Advisory Group
Texas
$4.08K +$342 +4 +10%
AW
816
Avion Wealth
Texas
$4K +$1.54K +18 +106%
SWM
817
Sanctuary Wealth Management
Idaho
$3.99K – – –
TCM
818
TruNorth Capital Management
Michigan
$3.99K +$3.59K +42 New
Kayne Anderson Rudnick Investment Management
819
Kayne Anderson Rudnick Investment Management
California
$3.42K -$3.25K -38 -51%
FFO
820
Fortitude Family Office
Arizona
$3.32K – – –
AS
821
AM Squared
Hong Kong
$3.32K +$2.99K +35 New
LF
822
LifeSteps Financial
California
$3.32K +$2.99K +35 New
DF
823
Dunhill Financial
United Kingdom
$3.08K +$428 +5 +19%
PCM
824
Penserra Capital Management
California
$3K -$157K -1,840 -98%
DPW
825
DiNuzzo Private Wealth
Pennsylvania
$2.94K – – –
31 32
33
34 35

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.