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Ingersoll Rand

866 hedge funds and large institutions have $39.3B invested in Ingersoll Rand in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 314 increasing their positions, 275 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $104M | Put options by funds: $26.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

33% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 73

14% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 275

9% more capital invested

Capital invested by funds: $36B → $39.3B (+$3.25B)

2% more funds holding

Funds holding: 850866 (+16)

0.78% more ownership

Funds ownership: 98.3%99.08% (+0.78%)

Holders
866
Holders Change
+16
Holders Change %
+1.88%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
97
Increased
314
Reduced
275
Closed
73
Calls
$104M
Puts
$26.9M
Net Calls
+$77.4M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
851
Jaffetilchin Investment Partners
Florida
$1.67K +$1.58K +17 New
TWD
852
True Wealth Design
Ohio
$1.57K
VWA
853
Valued Wealth Advisors
Utah
$1.47K +$1.39K +15 New
LAM
854
Lummis Asset Management
Texas
$1.47K
AP
855
Atwood & Palmer
Missouri
$982
VAMG
856
Voisard Asset Management Group
Michigan
$982 +$929 +10 New
LWCFA
857
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$959 +$929 +10 New
CWC
858
Carolinas Wealth Consulting
North Carolina
$786
RS
859
Rakuten Securities
Japan
$785 +$279 +3 +60%
CPG
860
Cornerstone Planning Group
New Jersey
$778 -$465 -5 -38%
A
861
AlphaQuest
New York
$687 +$651 +7 New
PCTC
862
Perkins Coie Trust Company
Washington
$588
HIA
863
Harbor Investment Advisory
Maryland
$491 -$186 -2 -29%
SWA
864
SOA Wealth Advisors
New York
$394
PAM
865
Pinpoint Asset Management
Hong Kong
$300 +$279 +3 New
EWP
866
Elevation Wealth Partners
California
$14
CMP
867
Coston McIsaac & Partners
Maine
$5
DCP
868
Durable Capital Partners
Maryland
-$109M -1,201,176 Closed
ZIG
869
Zurich Insurance Group
Switzerland
-$73.6M -809,874 Closed
SI
870
Scout Investments
Missouri
-$14.1M -155,631 Closed
UOC
871
UBS O'Connor
Illinois
-$8.45M -93,000 Closed
WCA
872
Waratah Capital Advisors
Ontario, Canada
-$7.82M -86,082 Closed
Holocene Advisors
873
Holocene Advisors
New York
-$6.65M -73,235 Closed
WorldQuant Millennium Advisors
874
WorldQuant Millennium Advisors
New York
-$5.11M -56,270 Closed
MPA
875
Marvin & Palmer Associates
Delaware
-$4.68M -51,550 Closed

IR Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2024, worth a combined $39.3B — up 9% from $36B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IR positions and 73 closed out — a net gain of 24 holders — while 314 added to existing stakes and 275 trimmed.

The largest buyer was Capital International Investors, adding an estimated $389M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.

  • 866 institutional investors held Ingersoll Rand (IR) as of Q3 2024, up from 850 in Q2 2024.
  • Funds reported $39.3B of Ingersoll Rand stock for Q3 2024, up 9% quarter-over-quarter.
  • 97 funds opened new Ingersoll Rand positions in Q3 2024 and 73 closed out, a net change of +24 holders.
  • The largest Ingersoll Rand buyer in Q3 2024 was Capital International Investors, an estimated $389M added.
  • The largest Ingersoll Rand seller in Q3 2024 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2024.