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Ingersoll Rand
IR

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: 848 → 850 (+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: 5 → 3 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.23B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$789M
3
Capital International Investors
Capital International Investors
California
+$433M
4
JP Morgan Chase
JP Morgan Chase
New York
+$72.6M
5
DZ Bank
DZ Bank
Germany
+$60.6M

Top Sellers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
-$289M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$262M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$251M
4
BlackRock
BlackRock
New York
-$200M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
ClariVest Asset Management
California
$3.09K -$2.21K -24 -41%
PCM
827
Penserra Capital Management
California
$3K – – –
UWS
828
Unique Wealth Strategies
Illinois
$2.66K +$2.57K +28 New
SSB
829
Sandy Spring Bank
Maryland
$2.54K +$2.57K +28 New
ECM
830
Everence Capital Management
Indiana
$2.29K – – –
RFS
831
Richardson Financial Services
Massachusetts
$2.27K +$2.3K +25 New
TSMHT
832
Thurston Springer Miller Herd & Titak
Indiana
$2.18K +$2.21K +24 New
WWM
833
Wolff Wiese Magana
California
$2.09K – – –
IWP
834
IAG Wealth Partners
Wisconsin
$2.09K +$2.11K +23 New
PWMG
835
Prestige Wealth Management Group
New Jersey
$1.91K – – –
HCM
836
Hollencrest Capital Management
California
$1.73K – – –
CHA
837
Carmichael Hill & Associates
Maryland
$1.54K – – –
TWD
838
True Wealth Design
Ohio
$1.45K +$368 +4 +33%
FW
839
Fairway Wealth
Ohio
$1.45K +$1.47K +16 New
LAM
840
Lummis Asset Management
Texas
$1.36K – – –
CPG
841
Cornerstone Planning Group
New Jersey
$1.13K +$1.2K +13 New
WCM
842
Winthrop Capital Management
Indiana
$1K – – –
AP
843
Atwood & Palmer
Missouri
$909 -$1.56K -17 -63%
CWC
844
Carolinas Wealth Consulting
North Carolina
$727 +$460 +5 +167%
HIA
845
Harbor Investment Advisory
Maryland
$636 – – –
PCTC
846
Perkins Coie Trust Company
Washington
$545 – – –
RS
847
Rakuten Securities
Japan
$454 -$276 -3 -38%
SWA
848
SOA Wealth Advisors
New York
$365 – – –
DWA
849
Delos Wealth Advisors
Texas
$364 – – –
LFG
850
Larson Financial Group
Missouri
$182 – – –
32 33
34
35 36

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.