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Ingersoll Rand

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587661 (+74)

3.64% more ownership

Funds ownership: 94.19%97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$15.9M +$14.6M +256,535 New
DZ Bank
102
DZ Bank
Germany
$15.4M -$117K -2,053 -0.8%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$15.2M -$247K -4,335 -2%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$14M -$84.3K -1,481 -0.7%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.9M -$306K -5,368 -2%
SGAM
106
Smith Group Asset Management
Texas
$13.8M
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$12.9M -$398K -6,982 -3%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$12.7M -$130K -2,276 -1%
WP
109
Woodline Partners
California
$12.6M +$11.6M +204,112 New
WMSA
110
Weiss Multi-Strategy Advisers
New York
$12.3M -$1.11M -19,534 -9%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$12.1M -$28.9K -508 -0.3%
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$11.9M -$222K -3,898 -2%
Victory Capital Management
113
Victory Capital Management
Texas
$11.9M +$593K +10,422 +6%
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$11.4M +$1.44M +25,212 +15%
PAMS
115
Pictet Asset Management (Switzerland)
Switzerland
$11M -$233K -4,098 -2%
Asset Management One
116
Asset Management One
Japan
$10.9M +$29.8K +524 +0.3%
TWC
117
TD Waterhouse Canada
Ontario, Canada
$10.6M +$9.79M +171,949 New
GI
118
GAMCO Investors
Connecticut
$10.3M -$125K -2,200 -1%
Nomura Holdings
119
Nomura Holdings
Japan
$10.2M -$9.96M -174,937 -51%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$10.1M -$444K -7,800 -5%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$9.44M +$22.2K +390 +0.3%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$9.28M +$2.05M +36,036 +32%
BNP Paribas Asset Management
123
BNP Paribas Asset Management
France
$9.22M +$2.42M +42,454 +40%
Korea Investment Corp
124
Korea Investment Corp
South Korea
$8.76M +$2.6M +45,600 +48%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$8.37M +$2.46M +43,287 +47%

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.