We are live on ! Find out more
IR icon

Ingersoll Rand

205 hedge funds and large institutions have $5.62B invested in Ingersoll Rand in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $455K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

39% more capital invested

Capital invested by funds: $4.04B → $5.62B (+$1.59B)

16% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 70

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

3% more ownership

Funds ownership: 80.27%83.27% (+3%)

2% more funds holding

Funds holding: 201205 (+4)

Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
4.44%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
44
Increased
81
Reduced
70
Closed
39
Calls
$1.98M
Puts
$455K
Net Calls
+$1.52M
Net Calls Change
+$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$1.97B
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$520M +$15.7M +624,419 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$320M +$1.42M +56,442 +0.5%
Artisan Partners
4
Artisan Partners
Wisconsin
$304M +$13.1M +519,164 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$232M +$2.5M +99,343 +1%
Ameriprise
6
Ameriprise
Minnesota
$151M +$39.1M +1,552,992 +40%
BlackRock
7
BlackRock
New York
$148M +$2.49M +98,997 +2%
UBS AM
8
UBS AM
Illinois
$137M -$36.7M -1,459,037 -23%
AllianceBernstein
9
AllianceBernstein
Tennessee
$120M -$5.59M -222,286 -5%
EVM
10
Eaton Vance Management
Massachusetts
$112M +$22.6M +896,652 +29%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$94.8M -$1.61M -63,900 -2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$86.5M +$52.8M +2,096,844 +207%
TCAM
13
Turtle Creek Asset Management
Ontario, Canada
$74.9M +$52.8M +2,097,850 New
Norges Bank
14
Norges Bank
Norway
$65.8M -$47.4M -1,884,105 -44%
Wells Fargo
15
Wells Fargo
California
$60.3M -$12.1M -479,940 -18%
Jennison Associates
16
Jennison Associates
New York
$56.4M -$979K -38,926 -2%
State Street
17
State Street
Massachusetts
$42.7M +$1.34M +53,296 +4%
GIG
18
Goodnow Investment Group
Connecticut
$42.7M +$2.49M +99,020 +7%
WRF
19
Waddell & Reed Financial
Kansas
$42M +$38M +1,511,586 New
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$40M -$26.3M -1,046,280 -42%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$37.1M +$12M +476,230 +55%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$37M +$3.49M +138,537 +12%
FIM
23
Foresters Investment Management
New York
$33.9M -$672K -26,700 -2%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$30M -$2.58M -102,400 -9%
FMI
25
Fiduciary Management Inc
Wisconsin
$29.8M +$27M +1,072,515 New

IR Hedge Fund Activity: Q1 2019 in Review

205 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2019, worth a combined $5.62B — up 39% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IR positions and 39 closed out — a net gain of 5 holders — while 81 added to existing stakes and 70 trimmed.

The largest buyer was Turtle Creek Asset Management, opening a new position worth an estimated $52.8M. The largest seller was Citadel Advisors, cutting an estimated $57.3M.

  • 205 institutional investors held Ingersoll Rand (IR) as of Q1 2019, up from 201 in Q4 2018.
  • Funds reported $5.62B of Ingersoll Rand stock for Q1 2019, up 39% quarter-over-quarter.
  • 44 funds opened new Ingersoll Rand positions in Q1 2019 and 39 closed out, a net change of +5 holders.
  • The largest Ingersoll Rand buyer in Q1 2019 was Turtle Creek Asset Management, an estimated $52.8M added.
  • The largest Ingersoll Rand seller in Q1 2019 was Citadel Advisors, an estimated $57.3M sold.

Based on aggregated 13F filings for Q1 2019.