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Ingersoll Rand

201 hedge funds and large institutions have $4.04B invested in Ingersoll Rand in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 46 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 46

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

9% more funds holding

Funds holding: 185201 (+16)

2.54% less ownership

Funds ownership: 82.82%80.27% (-2.5%)

30% less capital invested

Capital invested by funds: $5.76B → $4.04B (-$1.72B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

98% less call options, than puts

Call options by funds: $67K | Put options by funds: $2.97M

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
100
Reduced
46
Closed
28
Calls
$67K
Puts
$2.97M
Net Calls
-$2.9M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
176
American Portfolios Advisors
New York
$9.98K
PCG
177
Private Capital Group
Connecticut
$9K -$7.78K -317 -42%
FHB
178
First Hawaiian Bank
Hawaii
$9K -$491 -20 -5%
LF
179
Lee Financial
Texas
$8K +$9.21K +375 New
IA
180
IFP Advisors
Florida
$7K +$687 +28 +8%
LFA
181
Legacy Financial Advisors
Kentucky
$7K +$1.03K +42 +13%
ASN
182
Advisory Services Network
Georgia
$7K +$5.77K +235 +193%
PCM
183
Prelude Capital Management
New York
$6K -$19.8K -805 -74%
SIAS
184
Shine Investment Advisory Services
Colorado
$6K +$7.34K +299 New
Russell Investments Group
185
Russell Investments Group
United Kingdom
$5K
GRP
186
Global Retirement Partners
California
$5K +$147 +6 +2%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$5K +$5.42K +221 New
S
188
SignatureFD
Georgia
$4K +$4.79K +195 New
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$4K +$5.4K +220 New
MIM
190
MetLife Investment Management
New Jersey
$3.52K +$638 +26 +18%
CFGS
191
Concourse Financial Group Securities
Alabama
$3K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$3K +$1.28K +52 +65%
MAM
193
Meeder Asset Management
Ohio
$3K +$4.12K +168 New
HI
194
Hudock Inc
Pennsylvania
$2K
LWA
195
Lenox Wealth Advisors
New York
$2K
AssetMark Inc
196
AssetMark Inc
California
$1K -$5.77K -235 -78%
TWA
197
TCI Wealth Advisors
Arizona
$1K
CA
198
Claro Advisors
Massachusetts
$1K +$589 +24 New
AIC
199
Ameritas Investment Company
Nebraska
$1K +$687 +28 New
AIA
200
Alera Investment Advisors
Illinois
$1K +$835 +34 New

IR Hedge Fund Activity: Q4 2018 in Review

201 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2018, worth a combined $4.04B — down 30% from $5.76B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IR positions and 28 closed out — a net gain of 17 holders — while 100 added to existing stakes and 46 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $112M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $492M.

  • 201 institutional investors held Ingersoll Rand (IR) as of Q4 2018, up from 185 in Q3 2018.
  • Funds reported $4.04B of Ingersoll Rand stock for Q4 2018, down 30% quarter-over-quarter.
  • 45 funds opened new Ingersoll Rand positions in Q4 2018 and 28 closed out, a net change of +17 holders.
  • The largest Ingersoll Rand buyer in Q4 2018 was T. Rowe Price Associates, an estimated $112M added.
  • The largest Ingersoll Rand seller in Q4 2018 was Kohlberg Kravis Roberts & Co, an estimated $492M sold.

Based on aggregated 13F filings for Q4 2018.