We are live on ! Find out more
IR icon

Ingersoll Rand

682 hedge funds and large institutions have $22.8B invested in Ingersoll Rand in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 237 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $9.9M

73% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 205

12% more capital invested

Capital invested by funds: $20.4B → $22.8B (+$2.36B)

4% more funds holding

Funds holding: 658682 (+24)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less ownership

Funds ownership: 97.16%96.16% (-1%)

Holders
682
Holders Change
+24
Holders Change %
+3.65%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
85
Increased
237
Reduced
205
Closed
49
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$6.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
201
Mutual of America Capital Management
New York
$3.38M +$5.47K +97 +0.2%
YCM
202
Yousif Capital Management
Michigan
$3.34M -$126K -2,236 -4%
US Bancorp
203
US Bancorp
Minnesota
$3.32M -$74.5K -1,322 -2%
GF
204
Gabelli Funds
New York
$3.3M -$88.4K -1,569 -3%
PFM
205
Patton Fund Management
Texas
$3.29M +$3.19M +56,573 New
Allianz Asset Management
206
Allianz Asset Management
Germany
$3.26M +$134K +2,375 +4%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$3.24M -$51.2K -909 -2%
GIBU
208
Gulf International Bank (UK)
United Kingdom
$3.19M -$351K -6,229 -10%
Cerity Partners
209
Cerity Partners
New York
$3.09M +$107K +1,893 +14%
PCM
210
Pinnbrook Capital Management
New York
$3.01M +$2.91M +51,661 New
X
211
Xponance
Pennsylvania
$2.99M +$79.8K +1,415 +3%
CB
212
Commerce Bank
Missouri
$2.93M -$56.2K -997 -2%
NEI
213
Northwest & Ethical Investments
Ontario, Canada
$2.84M +$79.5K +1,410 +3%
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$2.82M +$140K +2,492 +5%
Osaic Holdings
215
Osaic Holdings
Arizona
$2.82M +$892K +15,823 +48%
CNB
216
Czech National Bank
Czech Republic
$2.77M +$16K +283 +0.6%
CIP
217
Chartwell Investment Partners
Pennsylvania
$2.71M +$4.96K +88 +0.2%
Mariner
218
Mariner
Kansas
$2.62M -$63.4K -1,125 -2%
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M -$310K -5,501 -11%
NAM
220
Nissay Asset Management
Japan
$2.46M -$86.8K -1,539 -4%
RJFSA
221
Raymond James Financial Services Advisors
Florida
$2.42M +$427K +7,581 +22%
ZIM
222
Zacks Investment Management
Illinois
$2.37M +$2.29M +40,652 New
IMPI
223
Ilmarinen Mutual Pension Insurance
Finland
$2.33M
APG Asset Management
224
APG Asset Management
Netherlands
$2.32M -$1.83M -32,528 -43%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$2.32M -$121K -2,148 -5%

IR Hedge Fund Activity: Q1 2023 in Review

682 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2023, worth a combined $22.8B — up 12% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IR positions and 49 closed out — a net gain of 36 holders — while 237 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $398M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $250M.

  • 682 institutional investors held Ingersoll Rand (IR) as of Q1 2023, up from 658 in Q4 2022.
  • Funds reported $22.8B of Ingersoll Rand stock for Q1 2023, up 12% quarter-over-quarter.
  • 85 funds opened new Ingersoll Rand positions in Q1 2023 and 49 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q1 2023 was Fidelity Investments, an estimated $398M added.
  • The largest Ingersoll Rand seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2023.