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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
PCMC
801
Planning Capital Management Corporation
Pennsylvania
$6K
GEA
802
Glen Eagle Advisors
New Jersey
$6K
DAM
803
Delta Asset Management
Tennessee
$5.91K
AFWM
804
Abich Financial Wealth Management
Virginia
$5.72K +$1.38K +15 +31%
BC
805
Barrett & Company
Rhode Island
$5.63K
CAM
806
Chesapeake Asset Management
New York
$5.63K
AWM
807
Abound Wealth Management
Tennessee
$5.45K -$184 -2 -3%
TAM
808
Tucker Asset Management
Colorado
$5.18K
AW
809
Avion Wealth
Texas
$5K +$2.3K +25 +71%
LI
810
LRI Investments
Florida
$4.63K
SL
811
Salomon & Ludwin
Virginia
$4.36K
PWMG
812
Private Wealth Management Group
New Jersey
$4.27K
CMP
813
Coston McIsaac & Partners
Maine
$4K
SIC
814
SJS Investment Consulting
Ohio
$4K
VAG
815
VisionPoint Advisory Group
Texas
$4K +$92 +1 +2%
SWM
816
Sanctuary Wealth Management
Idaho
$3.81K
TCM
817
TruNorth Capital Management
Michigan
$3.81K
DF
818
Dunhill Financial
United Kingdom
$3.66K +$735 +8 +25%
CCA
819
Criterion Capital Advisors
Tennessee
$3.36K +$3.4K +37 New
DPW
820
DiNuzzo Private Wealth
Pennsylvania
$3.27K +$460 +5 +16%
Kayne Anderson Rudnick Investment Management
821
Kayne Anderson Rudnick Investment Management
California
$3.27K
RWMG
822
Redwood Wealth Management Group
New Jersey
$3.27K +$3.31K +36 New
AS
823
AM Squared
Hong Kong
$3.18K
FFO
824
Fortitude Family Office
Arizona
$3.18K
HGA
825
Hobbs Group Advisors
South Carolina
$3.09K +$3.13K +34 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.