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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
Wells Fargo
101
Wells Fargo
California
$21.7M +$3.89M +42,298 +22%
RJA
102
Raymond James & Associates
Florida
$21.3M +$3.19M +34,754 +17%
Citadel Advisors
103
Citadel Advisors
Florida
$20.7M +$20.9M +227,541 New
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$20M -$357K -3,888 -2%
CIS
105
Capital International Sarl
California
$19.5M +$4.18M +45,420 +27%
DBG
106
De Burlo Group
Massachusetts
$18.8M +$1.61M +17,500 +9%
LPL Financial
107
LPL Financial
California
$18.6M +$4.95M +53,878 +36%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$18.4M -$826K -8,982 -4%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$18.3M -$6.38M -69,442 -26%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$18.2M -$388K -4,220 -2%
CS
111
Candriam SCA
Luxembourg
$18.1M +$533K +5,797 +3%
MWM
112
Moran Wealth Management
Florida
$18.1M -$333K -3,624 -2%
Asset Management One
113
Asset Management One
Japan
$17.5M -$99.1K -1,078 -0.6%
PP
114
Prudential plc
United Kingdom
$17.5M +$960K +10,448 +6%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$17.1M -$1.48M -16,073 -8%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$17M -$14.4M -157,003 -46%
First Trust Advisors
117
First Trust Advisors
Illinois
$17M -$1.22M -13,221 -7%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$16.9M -$96.5K -1,050 -0.6%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$16.2M -$6.38M -69,377 -28%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$16.1M +$316K +3,435 +2%
Loomis, Sayles & Company
121
Loomis, Sayles & Company
Massachusetts
$16.1M -$20.3M -221,058 -56%
Victory Capital Management
122
Victory Capital Management
Texas
$16.1M -$349K -3,802 -2%
GT
123
Glenview Trust
Kentucky
$15.9M +$1.73M +18,769 +12%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$15.7M -$5M -54,371 -24%
DB
125
Danske Bank
Denmark
$15.7M -$855K -9,300 -5%

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.