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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$807K +$234K +7,857 +49%
California Public Employees Retirement System
102
California Public Employees Retirement System
California
$753K +$65.6K +2,200 +11%
PSUF
103
People's United Financial
Connecticut
$723K +$282K +9,447 +80%
Jane Street
104
Jane Street
New York
$719K +$632K +21,203 New
FCM
105
Flinton Capital Management
Pennsylvania
$713K +$626K +21,000 New
Natixis Advisors
106
Natixis Advisors
Massachusetts
$697K +$121K +4,056 +25%
B
107
Barings
North Carolina
$655K +$575K +19,300 New
OAM
108
Oppenheimer Asset Management
New York
$653K – – –
Franklin Resources
109
Franklin Resources
California
$607K -$21.1M -706,200 -98%
TAM
110
Tyers Asset Management
Texas
$560K +$492K +16,500 New
Legal & General Group
111
Legal & General Group
United Kingdom
$529K +$442K +14,816 +1,895%
Federated Hermes
112
Federated Hermes
Pennsylvania
$528K +$464K +15,562 New
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$454K +$138K +4,618 +53%
AB
114
Amalgamated Bank
New York
$441K +$145K +4,867 +60%
BCM
115
Bayesian Capital Management
New York
$439K +$386K +12,932 New
GAM
116
Gotham Asset Management
New York
$412K +$362K +12,136 New
URS
117
Utah Retirement Systems
Utah
$408K +$125K +4,200 +54%
GHCM
118
Glen Harbor Capital Management
California
$407K +$358K +12,000 New
Barclays
119
Barclays
United Kingdom
$380K +$330K +11,058 +7,626%
Invesco
120
Invesco
Georgia
$369K -$53K -1,779 -14%
ECM
121
ETrade Capital Management
Virginia
$359K +$315K +10,573 New
EMG
122
Ellington Management Group
Connecticut
$329K +$289K +9,700 New
HSBC Holdings
123
HSBC Holdings
United Kingdom
$326K +$27.8K +931 +11%
Principal Financial Group
124
Principal Financial Group
Iowa
$290K +$255K +8,556 New
II
125
Ibex Investors
Colorado
$261K +$227K +7,609 New
3 4
5
6 7

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.