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Ingersoll Rand

190 hedge funds and large institutions have $8.07B invested in Ingersoll Rand in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,081% more call options, than puts

Call options by funds: $7.74M | Put options by funds: $355K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

34% more capital invested

Capital invested by funds: $6.02B → $8.07B (+$2.05B)

21% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 57

3.82% more ownership

Funds ownership: 88.04%91.86% (+3.8%)

1% more funds holding

Funds holding: 188190 (+2)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
39
Increased
69
Reduced
57
Closed
28
Calls
$7.74M
Puts
$355K
Net Calls
+$7.39M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
151
tru Independence
Oregon
$61K +$77.8K +2,371 New
PVH
152
Psagot Value Holdings
Israel
$44K -$92.9K -2,830 -70%
ZB
153
Zions Bancorporation
Utah
$44K -$7.32K -223 -16%
LWANC
154
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K
Federated Hermes
155
Federated Hermes
Pennsylvania
$39K
TRCT
156
Tower Research Capital (TRC)
New York
$34K +$29.9K +910 +3,792%
PCG
157
Private Capital Group
Connecticut
$28K +$4.13K +126 +19%
IA
158
IFP Advisors
Florida
$26K
SL
159
Savior LLC
Massachusetts
$26K +$23.1K +705 New
LF
160
Lee Financial
Texas
$17K
SBL
161
Sargent Bickham Lagudis
Colorado
$16K
SIAS
162
Shine Investment Advisory Services
Colorado
$11K
HNB
163
Huntington National Bank
Ohio
$11K +$755 +23 +9%
NFG
164
Next Financial Group
Texas
$10K
HWM
165
HighMark Wealth Management
Minnesota
$10K +$9.09K +277 New
CIA
166
CSat Investment Advisory
Michigan
$8K +$853 +26 +14%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$7K
SWM
168
Selective Wealth Management
Virginia
$7K
ASN
169
Advisory Services Network
Georgia
$7K +$853 +26 +15%
AA
170
Ancora Advisors
Ohio
$7K +$6.56K +200 New
GRP
171
Global Retirement Partners
California
$6K
JSC
172
Jackson Square Capital
California
$6K +$4.92K +150 New
SSB
173
Sandy Spring Bank
Maryland
$6K +$5.15K +157 New
CFGS
174
Concourse Financial Group Securities
Alabama
$5K +$3.12K +95 +257%
WQ
175
Wealth Quarterback
New Jersey
$4.47K +$4K +122 New

IR Hedge Fund Activity: Q4 2019 in Review

190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2019, worth a combined $8.07B — up 34% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IR positions and 28 closed out — a net gain of 11 holders — while 69 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Viking Global Investors, cutting an estimated $224M.

  • 190 institutional investors held Ingersoll Rand (IR) as of Q4 2019, up from 188 in Q3 2019.
  • Funds reported $8.07B of Ingersoll Rand stock for Q4 2019, up 34% quarter-over-quarter.
  • 39 funds opened new Ingersoll Rand positions in Q4 2019 and 28 closed out, a net change of +11 holders.
  • The largest Ingersoll Rand buyer in Q4 2019 was Fidelity Investments, an estimated $137M added.
  • The largest Ingersoll Rand seller in Q4 2019 was Viking Global Investors, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2019.