Ingersoll Rand
169 hedge funds and large institutions have $6.71B invested in Ingersoll Rand in 2017 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 75 increasing their positions, 20 reducing their positions, and 14 closing their positions.
357% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 14
275% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 20
246% more call options, than puts
Call options by funds: $705K | Put options by funds: $204K
39% more funds holding
Funds holding: 122 → 169 (+47)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
22% more capital invested
Capital invested by funds: $5.48B → $6.71B (+$1.23B)
0.63% more ownership
Funds ownership: 78.49% → 79.12% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$157M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$56.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$51.2M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$50.4M |
| 5 |
Millennium Management
New York
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$753M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$27.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$25.1M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$21.1M |
| 5 |
TA
Teachers Advisors
New York
|
-$12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QSS
176
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| – | -$620K | -22,534 | Closed |
|
|
SEC
177
Seven Eight Capital
New York
| – | -$311K | -11,300 | Closed |
|
|
IR
178
Invictus RG
Hamilton,
Bermuda
| – | -$309K | -11,223 | Closed |
|
|
BFM
179
Boothbay Fund Management
New York
| – | -$273K | -9,917 | Closed |
|
180
Pacer Advisors
Malvern,
Pennsylvania
| – | -$250K | -9,083 | Closed |
|
181
BNP Paribas Financial Markets
Paris,
France
| – | -$20.3K | -737 | Closed |
|
|
DCM
182
Delpha Capital Management
New York
| – | +$358 | +12 | New |
|
IR Hedge Fund Activity: Q4 2017 in Review
169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2017, worth a combined $6.71B — up 22% from $5.48B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IR positions and 14 closed out — a net gain of 50 holders — while 75 added to existing stakes and 20 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $157M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $753M.
- 169 institutional investors held Ingersoll Rand (IR) as of Q4 2017, up from 122 in Q3 2017.
- Funds reported $6.71B of Ingersoll Rand stock for Q4 2017, up 22% quarter-over-quarter.
- 64 funds opened new Ingersoll Rand positions in Q4 2017 and 14 closed out, a net change of +50 holders.
- The largest Ingersoll Rand buyer in Q4 2017 was Fidelity Investments, an estimated $157M added.
- The largest Ingersoll Rand seller in Q4 2017 was Kohlberg Kravis Roberts & Co, an estimated $753M sold.
Based on aggregated 13F filings for Q4 2017.