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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
GI
826
Gradient Investments
Minnesota
$2.94K -$24.2K -283 -90%
AP
827
Atwood & Palmer
Missouri
$2.56K +$1.45K +17 +170%
ECM
828
Everence Capital Management
Indiana
$2.33K – – –
WWM
829
Wolff Wiese Magana
California
$2.18K – – –
PWMG
830
Prestige Wealth Management Group
New Jersey
$1.99K – – –
HCM
831
Hollencrest Capital Management
California
$1.8K – – –
CHA
832
Carmichael Hill & Associates
Maryland
$1.61K – – –
LAM
833
Lummis Asset Management
Texas
$1.42K – – –
TWD
834
True Wealth Design
Ohio
$1.14K +$428 +5 +71%
WCM
835
Westend Capital Management
California
$1.14K +$1.03K +12 New
WCM
836
Winthrop Capital Management
Indiana
$1K +$1.11K +13 New
FRA
837
Frank Rimerman Advisors
California
$855 – – –
RS
838
Rakuten Securities
Japan
$760 -$4.45K -52 -87%
HIA
839
Harbor Investment Advisory
Maryland
$665 – – –
CTA
840
Colonial Trust Advisors
South Carolina
$570 – – –
TWP
841
TFO Wealth Partners
Ohio
$570 – – –
PCTC
842
Perkins Coie Trust Company
Washington
$569 – – –
FGAM
843
Financial Gravity Asset Management
Texas
$493 +$428 +5 New
SWA
844
SOA Wealth Advisors
New York
$381 – – –
DWA
845
Delos Wealth Advisors
Texas
$380 +$342 +4 New
CWC
846
Carolinas Wealth Consulting
North Carolina
$285 – – –
LFG
847
Larson Financial Group
Missouri
$190 – – –
KA
848
Kozak & Associates
Colorado
$65 -$17.3K -202 -100%
EWP
849
Elevation Wealth Partners
California
$14 -$15.1K -176 Closed
Point72 Asset Management
850
Point72 Asset Management
Connecticut
– -$51.7M -668,300 Closed
32 33
34
35 36

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.