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Ingersoll Rand

850 hedge funds and large institutions have $36B invested in Ingersoll Rand in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 304 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $23.3M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

11% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 274

2.73% more ownership

Funds ownership: 95.57%98.3% (+2.7%)

0% more funds holding

Funds holding: 848850 (+2)

2% less capital invested

Capital invested by funds: $36.6B → $36B (-$552M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
850
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
12.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
304
Reduced
274
Closed
66
Calls
$98.1M
Puts
$23.3M
Net Calls
+$74.8M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.1B -$1.23M -13,392 -0%
BlackRock
2
BlackRock
New York
$3.13B -$200M -2,179,779 -6%
Capital International Investors
3
Capital International Investors
California
$2.81B +$433M +4,714,602 +18%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.94B -$98M -1,066,459 -5%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.81B +$789M +8,580,238 +76%
Capital World Investors
6
Capital World Investors
California
$1.63B +$1.23B +13,347,138 +288%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$1.61B -$251M -2,734,676 -13%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.52B +$72.6M +789,394 +5%
State Street
9
State Street
Massachusetts
$1.42B +$5.36M +58,306 +0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.33B +$44.4M +483,375 +3%
Franklin Resources
11
Franklin Resources
California
$1.03B +$42.6M +462,961 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$850M +$15.7M +170,760 +2%
Artisan Partners
13
Artisan Partners
Wisconsin
$643M -$289M -3,146,343 -31%
Fisher Asset Management
14
Fisher Asset Management
Washington
$602M +$11.2M +121,681 +2%
UBS AM
15
UBS AM
Illinois
$535M +$52.4M +570,033 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$503M -$58.1M -632,356 -10%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$497M -$85.2M -926,886 -14%
Norges Bank
18
Norges Bank
Norway
$457M +$50.8M +552,376 +12%
Morgan Stanley
19
Morgan Stanley
New York
$446M +$13.2M +143,446 +3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$438M -$22.9M -248,884 -5%
N
21
Nuveen
North Carolina
$325M +$51.9M +565,138 +19%
Northern Trust
22
Northern Trust
Illinois
$324M -$3.91M -42,529 -1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$315M +$20.6M +224,463 +7%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$268M -$262M -2,851,767 -49%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$257M +$44.6M +485,059 +21%

IR Hedge Fund Activity: Q2 2024 in Review

850 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2024, worth a combined $36B — down 1.5% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IR positions and 66 closed out — a net gain of 12 holders — while 304 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Artisan Partners, cutting an estimated $289M.

  • 850 institutional investors held Ingersoll Rand (IR) as of Q2 2024, up from 848 in Q1 2024.
  • Funds reported $36B of Ingersoll Rand stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 78 funds opened new Ingersoll Rand positions in Q2 2024 and 66 closed out, a net change of +12 holders.
  • The largest Ingersoll Rand buyer in Q2 2024 was Capital World Investors, an estimated $1.23B added.
  • The largest Ingersoll Rand seller in Q2 2024 was Artisan Partners, an estimated $289M sold.

Based on aggregated 13F filings for Q2 2024.