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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
KOCAA
851
Knights of Columbus Asset Advisors
Connecticut
$9.68K
DF
852
Dunhill Financial
United Kingdom
$9.44K +$1.99K +20 +24%
HNW
853
High Note Wealth
Minnesota
$9.14K +$10.1K +101 New
DIP
854
DT Investment Partners
Pennsylvania
$8.87K
AP
855
Aspect Partners
Virginia
$8.87K
CIAS
856
CBIZ Investment Advisory Services
Ohio
$8.78K
CA
857
Continuum Advisory
Idaho
$8.59K
AGWCA
858
Annis Gardner Whiting Capital Advisors
Florida
$8.41K
1IA
859
1620 Investment Advisors
Massachusetts
$8.16K -$66.9K -672 -88%
FWA
860
Flagship Wealth Advisors
Massachusetts
$7.96K +$8.76K +88 New
GWSA
861
Global Wealth Strategies & Associates
Colorado
$7.96K +$8.76K +88 New
AAG
862
Armstrong Advisory Group
Massachusetts
$7.42K +$8.16K +82 New
GCM
863
Gables Capital Management
Florida
$7.33K
MSWM
864
Mowery & Schoenfeld Wealth Management
Illinois
$6.33K +$6.97K +70 New
TCOV
865
Trust Company of Vermont
Vermont
$6.33K -$35K -352 -83%
CAM
866
Chesapeake Asset Management
New York
$6.06K
GEA
867
Glen Eagle Advisors
New Jersey
$5.97K
DAM
868
Delta Asset Management
Tennessee
$5.88K
HWA
869
HHM Wealth Advisors
Tennessee
$5.79K +$6.37K +64 New
AF
870
Atala Financial
California
$5.61K +$6.17K +62 New
BC
871
Barrett & Company
Rhode Island
$5.61K
TAM
872
Tucker Asset Management
Colorado
$5.16K
AWM
873
Abound Wealth Management
Tennessee
$4.89K -$597 -6 -10%
DWM
874
Darwin Wealth Management
Florida
$4.79K +$5.28K +53 New
CWM
875
Centricity Wealth Management
Ohio
$4.61K +$5.08K +51 New

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.