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Ingersoll Rand

177 hedge funds and large institutions have $6.06B invested in Ingersoll Rand in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

5% more funds holding

Funds holding: 169177 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.03% less ownership

Funds ownership: 79.12%79.08% (-0.03%)

10% less capital invested

Capital invested by funds: $6.71B → $6.06B (-$643M)

18% less call options, than puts

Call options by funds: $300K | Put options by funds: $368K

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
79
Reduced
55
Closed
23
Calls
$300K
Puts
$368K
Net Calls
-$68K
Net Calls Change
-$569K
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$3.72B
Artisan Partners
2
Artisan Partners
Wisconsin
$214M +$11M +330,047 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$205M +$15.2M +454,669 +7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$201M +$4.1M +122,905 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$174M +$3.13M +93,938 +2%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$128M -$16M -481,253 -10%
UBS AM
7
UBS AM
Illinois
$127M -$370K -11,108 -0.3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$103M -$13.4M -403,185 -11%
BlackRock
9
BlackRock
New York
$87.5M +$6.96M +208,920 +8%
Millennium Management
10
Millennium Management
New York
$66.4M +$2.72M +81,501 +4%
Jennison Associates
11
Jennison Associates
New York
$61.1M -$8.92M -267,745 -12%
Norges Bank
12
Norges Bank
Norway
$59.2M +$6.82M +204,520 +12%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$55.2M +$23M +690,931 +62%
Victory Capital Management
14
Victory Capital Management
Texas
$48.8M +$17.1M +512,825 +48%
FIM
15
Foresters Investment Management
New York
$42M +$107K +3,200 +0.2%
Wells Fargo
16
Wells Fargo
California
$40M -$1.22M -36,605 -3%
O
17
OppenheimerFunds
New York
$35.9M +$39M +1,170,716 New
Wellington Management Group
18
Wellington Management Group
Massachusetts
$31.3M -$1.12M -33,749 -3%
PCM
19
Peregrine Capital Management
Minnesota
$30.8M +$118K +3,543 +0.4%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$29M -$6.02M -180,511 -16%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$28.2M -$16.8M -503,352 -35%
State Street
22
State Street
Massachusetts
$26.5M +$2.65M +79,422 +10%
DP
23
DSAM Partners
United Kingdom
$26.1M -$14.9M -446,756 -34%
GKIM
24
GW&K Investment Management
Massachusetts
$24.2M -$800K -23,995 -3%
SCP
25
Sandhill Capital Partners
New York
$23.2M +$770K +23,104 +3%

IR Hedge Fund Activity: Q1 2018 in Review

177 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2018, worth a combined $6.06B — down 9.6% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IR positions and 23 closed out — a net gain of 10 holders — while 79 added to existing stakes and 55 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $39M. The largest seller was Teachers Advisors, cutting an estimated $45.1M.

  • 177 institutional investors held Ingersoll Rand (IR) as of Q1 2018, up from 169 in Q4 2017.
  • Funds reported $6.06B of Ingersoll Rand stock for Q1 2018, down 9.6% quarter-over-quarter.
  • 33 funds opened new Ingersoll Rand positions in Q1 2018 and 23 closed out, a net change of +10 holders.
  • The largest Ingersoll Rand buyer in Q1 2018 was OppenheimerFunds, an estimated $39M added.
  • The largest Ingersoll Rand seller in Q1 2018 was Teachers Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2018.