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Ingersoll Rand

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: 848850 (+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: 53 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
76
BNP Paribas Asset Management
France
$38.8M -$8.1M -88,115 -17%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$37.2M +$552K +6,005 +1%
Citigroup
78
Citigroup
New York
$36.8M +$8.01M +87,171 +27%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$34.1M -$3.99M -43,386 -10%
Public Employees Retirement Association of Colorado
80
Public Employees Retirement Association of Colorado
Colorado
$32.5M -$161K -1,754 -0.5%
MSR
81
Main Street Research
Connecticut
$31.8M +$925K +10,060 +3%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$31.4M -$31K -337 -0.1%
Cerity Partners
83
Cerity Partners
New York
$30.4M +$1.03M +11,242 +3%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$29.7M -$46.3M -503,210 -61%
CII
85
Capital International Inc
California
$29.3M -$1.66M -18,032 -5%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$28M +$172K +1,873 +0.6%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$27.9M -$20.8M -226,158 -42%
MME
88
Meag Munich Ergo
Germany
$27.2M +$3.19M +34,685 +13%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$26.9M -$51.8K -563 -0.2%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$25.8M -$2.1M -22,880 -7%
MHC
91
Meyer Handelman Company
New York
$25.1M -$46.1K -502 -0.2%
CM
92
Churchill Management
California
$24.7M -$380K -4,134 -1%
Federated Hermes
93
Federated Hermes
Pennsylvania
$24.5M -$1.92M -20,915 -7%
Corient Private Wealth
94
Corient Private Wealth
Florida
$23.7M -$4.23K -46 -0%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$23.5M -$325K -3,533 -1%
Prudential Financial
96
Prudential Financial
New Jersey
$23.5M -$2.9M -31,567 -11%
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$23.3M +$19.5K +212 +0.1%
Bank Julius Baer & Co
98
Bank Julius Baer & Co
Switzerland
$23.2M -$1.14M -12,426 -5%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M +$813K +8,842 +4%
Royal London Asset Management
100
Royal London Asset Management
United Kingdom
$22.3M -$1.58M -17,195 -7%

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.