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Ingersoll Rand
IR

169 hedge funds and large institutions have $6.71B invested in Ingersoll Rand in 2017 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 14

275% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 20

246% more call options, than puts

Call options by funds: $705K | Put options by funds: $204K

39% more funds holding

Funds holding: 122 → 169 (+47)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

22% more capital invested

Capital invested by funds: $5.48B → $6.71B (+$1.23B)

0.63% more ownership

Funds ownership: 78.49% → 79.12% (+0.63%)

Holders
169
Holders Change
+47
Holders Change %
+38.52%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
64
Increased
75
Reduced
20
Closed
14
Calls
$705K
Puts
$204K
Net Calls
+$501K
Net Calls Change
+$501K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$157M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$56.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$51.2M
4
Artisan Partners
Artisan Partners
Wisconsin
+$50.4M
5
Millennium Management
Millennium Management
New York
+$45.8M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$753M
2
TCIM
TIAA CREF Investment Management
New York
-$27.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$25.1M
4
Franklin Resources
Franklin Resources
California
-$21.1M
5
TA
Teachers Advisors
New York
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$2.19M +$1.81M +60,648 +1,610%
GP
77
GLG Partners
United Kingdom
$2.07M -$1.57M -52,540 -46%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$2.07M +$496K +16,651 +38%
Voloridge Investment Management
79
Voloridge Investment Management
Florida
$1.93M +$1.7M +56,996 New
BCM
80
BlueCrest Capital Management
Jersey
$1.78M -$76.8K -2,575 -5%
CS
81
Credit Suisse
Switzerland
$1.68M +$891K +29,896 +153%
DCM
82
Driehaus Capital Management
Illinois
$1.57M +$757K +25,391 +121%
SFM
83
Systematic Financial Management
New Jersey
$1.53M -$75.8K -2,543 -5%
ARTA
84
A.R.T. Advisors
New York
$1.48M +$1.3M +43,700 New
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$1.36M +$1.2M +40,231 New
SSA
86
Schonfeld Strategic Advisors
New York
$1.34M +$1.18M +39,651 New
JG
87
Jefferies Group
New York
$1.27M +$1.12M +37,500 New
QC
88
Quadrature Capital
United Kingdom
$1.2M +$687K +23,036 +189%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$1.13M +$296K +9,937 +43%
AJ
90
Ashburton (Jersey)
Jersey
$1.09M +$489K +16,400 +105%
PPA
91
Parametric Portfolio Associates
Washington
$1.07M +$287K +9,622 +44%
Squarepoint
92
Squarepoint
New York
$1.03M +$903K +30,285 New
DTL
93
Dynamic Technology Lab
Singapore
$1.01M +$593K +19,875 +201%
BC
94
Brinker Capital
Pennsylvania
$1M +$83.6K +2,804 +11%
Ameriprise
95
Ameriprise
Minnesota
$952K +$73.8K +2,475 +10%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$948K +$280K +9,378 +51%
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$917K -$8.34M -279,563 -91%
NA
98
Neuburgh Advisers
California
$865K +$760K +25,500 New
SAM
99
Scopus Asset Management
New York
$856K +$752K +25,224 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$813K +$708K +23,735 +10,596%
2 3
4
5 6

IR Hedge Fund Activity: Q4 2017 in Review

169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2017, worth a combined $6.71B — up 22% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IR positions and 14 closed out — a net gain of 50 holders — while 75 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $157M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $753M.

  • 169 institutional investors held Ingersoll Rand (IR) as of Q4 2017, up from 122 in Q3 2017.
  • Funds reported $6.71B of Ingersoll Rand stock for Q4 2017, up 22% quarter-over-quarter.
  • 64 funds opened new Ingersoll Rand positions in Q4 2017 and 14 closed out, a net change of +50 holders.
  • The largest Ingersoll Rand buyer in Q4 2017 was Fidelity Investments, an estimated $157M added.
  • The largest Ingersoll Rand seller in Q4 2017 was Kohlberg Kravis Roberts & Co, an estimated $753M sold.

Based on aggregated 13F filings for Q4 2017.