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Ingersoll Rand

928 hedge funds and large institutions have $35.9B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 330 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $19.6M

116% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 275

7% more funds holding

Funds holding: 866928 (+62)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 99.08%98.44% (-0.64%)

9% less capital invested

Capital invested by funds: $39.3B → $35.9B (-$3.38B)

Holders
928
Holders Change
+62
Holders Change %
+7.16%
% 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
149
Increased
330
Reduced
275
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
826
Crews Bank & Trust
Florida
$15.9K +$17.5K +176 New
PFSC
827
Peoples Financial Services Corp
Pennsylvania
$15.9K +$17.5K +176 New
WA
828
WPG Advisers
Maryland
$15.8K +$17.4K +175 New
AT
829
Arlington Trust
Alabama
$15.7K
JWA
830
JFS Wealth Advisors
Pennsylvania
$15.5K
GSWM
831
Golden State Wealth Management
California
$14.8K +$16.3K +164 New
FMP
832
Financial Management Professionals
Texas
$14K
FIM
833
FWL Investment Management
Texas
$14K
PP
834
PFS Partners
New Jersey
$14K
CA
835
Clearstead Advisors
Ohio
$13.7K -$11.3K -113 -43%
MCM
836
MV Capital Management
Maryland
$13.4K -$100 -1 -0.7%
SC
837
SouthState Corp
Florida
$13K
CAL
838
Capital Advisors Ltd
Ohio
$13K
BGAI
839
Bruce G. Allen Investments
Colorado
$12.8K
MMG
840
Monetary Management Group
Missouri
$12.7K
OC
841
Oakworth Capital
Alabama
$12.6K
CAL
842
Capital Analysts LLC
Pennsylvania
$12K
PS
843
Pinney & Scofield
Massachusetts
$11.9K +$13.1K +132 New
DSC
844
Duncker Streett & Co
Missouri
$11.1K -$45.7K -459 -79%
JFA
845
JNBA Financial Advisors
Minnesota
$11.1K
OCM
846
Orion Capital Management
California
$10.9K +$11.9K +120 New
FIA
847
FPC Investment Advisory
California
$10.8K +$11.4K +115 New
ME
848
McIlrath & Eck
Washington
$9.95K -$13.1K -132 -55%
BTD
849
BankPlus Trust Department
Mississippi
$9.77K +$10.8K +108 New
S
850
Sachetta
Massachusetts
$9.68K

IR Hedge Fund Activity: Q4 2024 in Review

928 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2024, worth a combined $35.9B — down 8.6% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IR positions and 69 closed out — a net gain of 80 holders — while 330 added to existing stakes and 275 trimmed.

The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Artisan Partners, cutting an estimated $476M.

  • 928 institutional investors held Ingersoll Rand (IR) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $35.9B of Ingersoll Rand stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 149 funds opened new Ingersoll Rand positions in Q4 2024 and 69 closed out, a net change of +80 holders.
  • The largest Ingersoll Rand buyer in Q4 2024 was UBS Group, an estimated $202M added.
  • The largest Ingersoll Rand seller in Q4 2024 was Artisan Partners, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2024.