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Ingersoll Rand

177 hedge funds and large institutions have $6.06B invested in Ingersoll Rand in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

5% more funds holding

Funds holding: 169177 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.03% less ownership

Funds ownership: 79.12%79.08% (-0.03%)

10% less capital invested

Capital invested by funds: $6.71B → $6.06B (-$643M)

18% less call options, than puts

Call options by funds: $300K | Put options by funds: $368K

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
79
Reduced
55
Closed
23
Calls
$300K
Puts
$368K
Net Calls
-$68K
Net Calls Change
-$569K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
151
Rehmann Capital Advisory Group
Michigan
$39K +$42.3K +1,269 New
SBL
152
Sargent Bickham Lagudis
Colorado
$28K
NIT
153
NumerixS Investment Technologies
British Columbia, Canada
$24K +$20K +600 +300%
PCG
154
Private Capital Group
Connecticut
$23K +$21.5K +644 +625%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$15K -$1.7K -51 -9%
SWA
156
Sutton Wealth Advisors
Florida
$14.8K
MOS
157
MGO One Seven
Ohio
$13K -$1.17K -35 -7%
HMS
158
Hanseatic Management Services
New Mexico
$13K +$14.2K +426 New
PHK
159
Point72 Hong Kong
Hong Kong
$10K +$11.3K +338 New
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$9.3K +$10.1K +303 New
Simplex Trading
161
Simplex Trading
Illinois
$9K -$29.4K -882 -75%
MSFP
162
Mark Sheptoff Financial Planning
Connecticut
$8K
Russell Investments Group
163
Russell Investments Group
United Kingdom
$8K
AssetMark Inc
164
AssetMark Inc
California
$8K +$5.03K +151 +140%
IA
165
IFP Advisors
Florida
$7K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$6K +$6.87K +206 +2,060%
CCA
167
Catalyst Capital Advisors
New York
$5K -$14.5K -434 -73%
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$5K -$2.93K -88 -33%
ASN
169
Advisory Services Network
Georgia
$4K -$1.53K -46 -27%
ACS
170
Archford Capital Strategies
Illinois
$4K +$3.7K +111 New
PMFA
171
Plante Moran Financial Advisors
Michigan
$3K +$567 +17 +20%
LWA
172
Lenox Wealth Advisors
New York
$3K +$1.6K +48 +74%
HI
173
Hudock Inc
Pennsylvania
$3K +$3.33K +100 New
PA
174
Parallel Advisors
California
$2K +$1.97K +59 New
APA
175
American Portfolios Advisors
New York
$1.9K +$2.07K +62 New

IR Hedge Fund Activity: Q1 2018 in Review

177 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2018, worth a combined $6.06B — down 9.6% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IR positions and 23 closed out — a net gain of 10 holders — while 79 added to existing stakes and 55 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $39M. The largest seller was Teachers Advisors, cutting an estimated $45.1M.

  • 177 institutional investors held Ingersoll Rand (IR) as of Q1 2018, up from 169 in Q4 2017.
  • Funds reported $6.06B of Ingersoll Rand stock for Q1 2018, down 9.6% quarter-over-quarter.
  • 33 funds opened new Ingersoll Rand positions in Q1 2018 and 23 closed out, a net change of +10 holders.
  • The largest Ingersoll Rand buyer in Q1 2018 was OppenheimerFunds, an estimated $39M added.
  • The largest Ingersoll Rand seller in Q1 2018 was Teachers Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2018.