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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
201
B. Metzler seel. Sohn & Co
Germany
$1.54M +$1.41M +34,017 New
SAM
202
Securian Asset Management
Minnesota
$1.49M -$65.7K -1,588 -5%
EWM
203
Endurance Wealth Management
Rhode Island
$1.46M +$103K +2,478 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.46M -$575K -13,900 -30%
OAM
205
Oppenheimer Asset Management
New York
$1.43M +$26.1K +631 +2%
PSUF
206
People's United Financial
Connecticut
$1.39M -$40.7K -983 -3%
NB
207
Norinchukin Bank
Japan
$1.39M -$29.8K -719 -2%
IECM
208
Intrinsic Edge Capital Management
Illinois
$1.37M +$1.24M +30,000 New
SI
209
Symmetry Investments
Jersey
$1.37M +$1.24M +30,000 New
ACM
210
AlphaCrest Capital Management
New York
$1.36M +$354K +8,556 +40%
JMPWA
211
JP Morgan Private Wealth Advisors
California
$1.36M -$200K -4,838 -14%
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.33M -$1.09M -26,258 -47%
Osaic Holdings
213
Osaic Holdings
Arizona
$1.31M +$348K +8,408 +41%
SG Americas Securities
214
SG Americas Securities
New York
$1.29M +$111K +2,674 +10%
S
215
Seeyond
France
$1.24M -$6.41K -155 -0.6%
BFA
216
Bragg Financial Advisors
North Carolina
$1.22M
BA
217
Bridgewater Associates
Connecticut
$1.22M +$434K +10,485 +65%
OPERF
218
Oregon Public Employees Retirement Fund
Oregon
$1.21M -$34.1K -824 -3%
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$1.21M +$87.8K +2,121 +9%
GC
220
Guggenheim Capital
Illinois
$1.19M -$1.24M -30,014 -53%
Allianz Asset Management
221
Allianz Asset Management
Germany
$1.19M -$1.64M -39,580 -60%
DTL
222
Dynamic Technology Lab
Singapore
$1.19M +$1.08M +26,035 New
CS
223
Candriam SCA
Luxembourg
$1.19M +$150K +3,618 +16%
RFC
224
Regions Financial Corp
Alabama
$1.16M -$1.32K -32 -0.1%
EMPI
225
Elo Mutual Pension Insurance
Finland
$1.15M +$1.04M +25,205 New

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.