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Ingersoll Rand

122 hedge funds and large institutions have $5.48B invested in Ingersoll Rand in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $4.21B → $5.48B (+$1.27B)

13% more funds holding

Funds holding: 108122 (+14)

2.44% more ownership

Funds ownership: 76.05%78.49% (+2.4%)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
34
Increased
41
Reduced
40
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$160K +$81.4K +3,459 +145%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157K +$133K +5,652 +13,144%
CSS
103
Cubist Systematic Strategies
Connecticut
$136K -$445K -18,891 -79%
Morgan Stanley
104
Morgan Stanley
New York
$104K -$242K -10,289 -73%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$89K +$6.17K +262 +9%
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$37K +$1.01K +43 +3%
SBL
107
Sargent Bickham Lagudis
Colorado
$29K
Citigroup
108
Citigroup
New York
$28K +$3.98K +169 +20%
US Bancorp
109
US Bancorp
Minnesota
$25K +$21.1K +894 New
Legal & General Group
110
Legal & General Group
United Kingdom
$22K
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$20.3K -$14.5K -614 -45%
CCA
112
Catalyst Capital Advisors
New York
$16K
SWA
113
Sutton Wealth Advisors
Florida
$15.4K
IA
114
IFP Advisors
Florida
$7K +$5.79K +246 New
MSFP
115
Mark Sheptoff Financial Planning
Connecticut
$7K +$5.89K +250 New
Russell Investments Group
116
Russell Investments Group
United Kingdom
$7K +$5.96K +253 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$6K +$5.27K +224 New
Barclays
118
Barclays
United Kingdom
$4K -$772K -32,799 -100%
AssetMark Inc
119
AssetMark Inc
California
$4K +$47 +2 +1%
ASN
120
Advisory Services Network
Georgia
$4K +$3.13K +133 New
LWA
121
Lenox Wealth Advisors
New York
$2K +$1.53K +65 New
TGHSA
122
TPG Group Holdings (SBS) Advisors
Texas
-$32.4M -1,497,300 Closed
OA
123
Omega Advisors
New York
-$6.48M -300,000 Closed
Federated Hermes
124
Federated Hermes
Pennsylvania
-$5.15M -238,258 Closed
PRCM
125
Pine River Capital Management
Minnesota
-$4.75M -220,000 Closed

IR Hedge Fund Activity: Q3 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2017, worth a combined $5.48B — up 30% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IR positions and 19 closed out — a net gain of 15 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $117M. The largest seller was Neuberger Berman Group, cutting an estimated $49.1M.

  • 122 institutional investors held Ingersoll Rand (IR) as of Q3 2017, up from 108 in Q2 2017.
  • Funds reported $5.48B of Ingersoll Rand stock for Q3 2017, up 30% quarter-over-quarter.
  • 34 funds opened new Ingersoll Rand positions in Q3 2017 and 19 closed out, a net change of +15 holders.
  • The largest Ingersoll Rand buyer in Q3 2017 was Artisan Partners, an estimated $117M added.
  • The largest Ingersoll Rand seller in Q3 2017 was Neuberger Berman Group, an estimated $49.1M sold.

Based on aggregated 13F filings for Q3 2017.