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Ingersoll Rand

848 hedge funds and large institutions have $36.6B invested in Ingersoll Rand in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $109M | Put options by funds: $12.7M

132% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $30.2B → $36.6B (+$6.35B)

8% more funds holding

Funds holding: 784848 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.99% less ownership

Funds ownership: 96.56%95.57% (-0.99%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
848
Holders Change
+64
Holders Change %
+8.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
123
Increased
275
Reduced
291
Closed
53
Calls
$109M
Puts
$12.7M
Net Calls
+$96.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.29B -$16M -187,123 -0.4%
BlackRock
2
BlackRock
New York
$3.48B +$2.3M +26,938 +0.1%
Capital International Investors
3
Capital International Investors
California
$2.48B +$1.19B +13,919,775 +114%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.13B -$60.4M -706,687 -3%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$1.94B -$1.12B -13,144,825 -39%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.52B +$296M +3,456,724 +28%
State Street
7
State Street
Massachusetts
$1.48B +$23.9M +279,256 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.34B +$24.7M +289,137 +2%
Capital Research Global Investors
9
Capital Research Global Investors
California
$1.07B +$129M +1,504,414 +15%
Franklin Resources
10
Franklin Resources
California
$1.03B +$763M +8,925,856 +463%
Artisan Partners
11
Artisan Partners
Wisconsin
$970M -$156M -1,828,326 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$872M +$24.9M +290,864 +3%
Fisher Asset Management
13
Fisher Asset Management
Washington
$618M +$12.6M +146,882 +2%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$607M -$118M -1,381,484 -18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$585M +$75.8M +886,697 +17%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$551M -$241M -2,821,511 -33%
UBS AM
17
UBS AM
Illinois
$505M -$78.7M -920,454 -15%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$481M +$47.2M +552,181 +12%
Morgan Stanley
19
Morgan Stanley
New York
$452M -$463M -5,417,892 -53%
Capital World Investors
20
Capital World Investors
California
$440M +$397M +4,638,236 New
Norges Bank
21
Norges Bank
Norway
$425M +$49.4M +577,264 +15%
Northern Trust
22
Northern Trust
Illinois
$342M -$16.3M -190,636 -5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$307M -$3.4M -39,757 -1%
N
24
Nuveen
North Carolina
$286M +$41.3M +483,395 +19%
Pictet Asset Management
25
Pictet Asset Management
Switzerland
$276M +$132M +1,547,266 +114%

IR Hedge Fund Activity: Q1 2024 in Review

848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2024, worth a combined $36.6B — up 21% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new IR positions and 53 closed out — a net gain of 70 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.12B.

  • 848 institutional investors held Ingersoll Rand (IR) as of Q1 2024, up from 784 in Q4 2023.
  • Funds reported $36.6B of Ingersoll Rand stock for Q1 2024, up 21% quarter-over-quarter.
  • 123 funds opened new Ingersoll Rand positions in Q1 2024 and 53 closed out, a net change of +70 holders.
  • The largest Ingersoll Rand buyer in Q1 2024 was Capital International Investors, an estimated $1.19B added.
  • The largest Ingersoll Rand seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.