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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.

New
Increased
Maintained
Reduced
Closed

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: 122169 (+47)

25% more funds holding in top 10

Funds holding in top 10: 45 (+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%)

Holders
169
Holders Change
+47
Holders Change %
+38.52%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
64
Increased
75
Reduced
20
Closed
14
Calls
$705K
Puts
$204K
Net Calls
+$501K
Net Calls Change
+$501K
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$4.11B -$753M -25,250,880 -17%
Artisan Partners
2
Artisan Partners
Wisconsin
$225M +$50.4M +1,688,929 +34%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$218M +$51.2M +1,716,378 +36%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$211M +$157M +5,280,801 +562%
Vanguard Group
5
Vanguard Group
Pennsylvania
$189M +$56.3M +1,887,265 +51%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$157M +$41.6M +1,394,565 +43%
UBS AM
7
UBS AM
Illinois
$141M +$41.2M +1,382,689 +50%
AllianceBernstein
8
AllianceBernstein
Tennessee
$128M +$1.1M +36,868 +1%
BlackRock
9
BlackRock
New York
$89.7M +$29.7M +994,732 +60%
Jennison Associates
10
Jennison Associates
New York
$76.7M -$635K -21,311 -0.9%
Millennium Management
11
Millennium Management
New York
$70.6M +$45.8M +1,536,932 +282%
Norges Bank
12
Norges Bank
Norway
$58.6M +$14.6M +490,000 +40%
TA
13
Teachers Advisors
New York
$49M -$12M -401,410 -22%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$48.3M +$42.4M +1,422,355 New
FIM
15
Foresters Investment Management
New York
$46.4M +$18.2M +611,800 +81%
Wells Fargo
16
Wells Fargo
California
$45.5M -$4.25M -142,529 -10%
DP
17
DSAM Partners
United Kingdom
$44M +$11.6M +389,097 +43%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$38.2M -$25.1M -841,267 -43%
Adage Capital Partners
19
Adage Capital Partners
Massachusetts
$37.6M +$33M +1,106,758 New
Victory Capital Management
20
Victory Capital Management
Texas
$36.6M +$32.2M +1,078,690 New
Wellington Management Group
21
Wellington Management Group
Massachusetts
$35.7M +$31.4M +1,053,036 New
Boston Partners
22
Boston Partners
Massachusetts
$35.6M +$2.71M +91,034 +10%
PCM
23
Peregrine Capital Management
Minnesota
$33.9M +$976K +32,723 +3%
GKIM
24
GW&K Investment Management
Massachusetts
$27.6M +$3.13M +104,916 +15%
State Street
25
State Street
Massachusetts
$26.6M +$9.32M +312,433 +66%

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.