Ingersoll Rand
784 hedge funds and large institutions have $30.2B invested in Ingersoll Rand in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 252 increasing their positions, 259 reducing their positions, and 55 closing their positions.
183% more call options, than puts
Call options by funds: $80.6M | Put options by funds: $28.5M
113% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 55
22% more capital invested
Capital invested by funds: $24.8B → $30.2B (+$5.37B)
8% more funds holding
Funds holding: 728 → 784 (+56)
0.61% more ownership
Funds ownership: 95.95% → 96.56% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 259
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$356M |
| 2 |
BlackRock
New York
|
+$234M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$219M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$213M |
| 5 |
Man Group
London,
United Kingdom
|
+$97.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$366M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$287M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$249M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$73.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$58.5M |
IR Hedge Fund Activity: Q4 2023 in Review
784 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2023, worth a combined $30.2B — up 22% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new IR positions and 55 closed out — a net gain of 62 holders — while 252 added to existing stakes and 259 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $356M. The largest seller was Fidelity Investments, cutting an estimated $366M.
- 784 institutional investors held Ingersoll Rand (IR) as of Q4 2023, up from 728 in Q3 2023.
- Funds reported $30.2B of Ingersoll Rand stock for Q4 2023, up 22% quarter-over-quarter.
- 117 funds opened new Ingersoll Rand positions in Q4 2023 and 55 closed out, a net change of +62 holders.
- The largest Ingersoll Rand buyer in Q4 2023 was Morgan Stanley, an estimated $356M added.
- The largest Ingersoll Rand seller in Q4 2023 was Fidelity Investments, an estimated $366M sold.
Based on aggregated 13F filings for Q4 2023.