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Ingersoll Rand

717 hedge funds and large institutions have $25.3B invested in Ingersoll Rand in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $9.72M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682717 (+35)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0.21% less ownership

Funds ownership: 96.16%95.95% (-0.21%)

Holders
717
Holders Change
+35
Holders Change %
+5.13%
% of All Funds
11.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
82
Increased
243
Reduced
228
Closed
46
Calls
$30.7M
Puts
$9.72M
Net Calls
+$21M
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$19.4M +$592K +10,014 +3%
Mackenzie Financial
102
Mackenzie Financial
Ontario, Canada
$18.9M -$46.7K -790 -0.3%
MHC
103
Meyer Handelman Company
New York
$18.4M -$367K -6,200 -2%
Jane Street
104
Jane Street
New York
$18.2M -$23.1M -390,878 -58%
KCM
105
Kornitzer Capital Management
Kansas
$17.5M -$1.18M -20,000 -7%
ADEF
106
Adams Diversified Equity Fund
Maryland
$17.5M -$2.1M -35,600 -12%
Wells Fargo
107
Wells Fargo
California
$17.2M +$603K +10,204 +4%
MME
108
Meag Munich Ergo
Germany
$17.1M -$74.1K -1,253 -0.5%
AAIS
109
ABN AMRO Investment Solutions
$16.9M -$4.5M -76,105 -23%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$16.5M -$1.21M -20,428 -7%
Corient Private Wealth
111
Corient Private Wealth
Florida
$16.5M -$834K -14,107 -5%
RC
112
Riposte Capital
New York
$16.3M +$3.55M +60,000 +32%
Victory Capital Management
113
Victory Capital Management
Texas
$16.1M +$3.39M +57,264 +30%
SAM
114
Storebrand Asset Management
Norway
$16.1M -$845K -14,285 -5%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$16M +$110K +1,855 +0.8%
HighTower Advisors
116
HighTower Advisors
Illinois
$16M +$7.39M +125,005 +105%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$15.6M +$2.86M +48,350 +25%
JF
118
Jump Financial
Illinois
$15.2M +$13.8M +233,211 New
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$15.2M -$154K -2,599 -1%
Royal London Asset Management
120
Royal London Asset Management
United Kingdom
$15.2M +$3.9M +66,016 +40%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$15.1M
PA
122
Pantechnicon Advisors
United Kingdom
$15M +$13.6M +230,000 New
FM
123
Freemont Management
Switzerland
$14.9M +$6.5M +110,000 +94%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$14.8M -$366K -6,184 -3%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.6M +$1.14M +19,222 +9%

IR Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2023, worth a combined $25.3B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IR positions and 46 closed out — a net gain of 36 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $146M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 717 institutional investors held Ingersoll Rand (IR) as of Q2 2023, up from 682 in Q1 2023.
  • Funds reported $25.3B of Ingersoll Rand stock for Q2 2023, up 11% quarter-over-quarter.
  • 82 funds opened new Ingersoll Rand positions in Q2 2023 and 46 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q2 2023 was VOYA Investment Management, an estimated $146M added.
  • The largest Ingersoll Rand seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.