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Trane Technologies

1,013 hedge funds and large institutions have $36.2B invested in Trane Technologies in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 326 increasing their positions, 370 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $32.7M

21% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 68

2% more capital invested

Capital invested by funds: $35.3B → $36.2B (+$875M)

1% more funds holding

Funds holding: 1,0041,013 (+9)

0.41% less ownership

Funds ownership: 83.49%83.08% (-0.41%)

12% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 370

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
1,013
Holders Change
+9
Holders Change %
+0.9%
% of All Funds
15.91%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
82
Increased
326
Reduced
370
Closed
68
Calls
$49.3M
Puts
$32.7M
Net Calls
+$16.6M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$5.04M -$75.1K -423 -2%
HF
252
HRT Financial
New York
$5.03M +$2.77M +15,592 +146%
BFA
253
Bragg Financial Advisors
North Carolina
$4.94M -$76.9K -433 -2%
EP
254
Edgestream Partners
New Jersey
$4.92M +$4.57M +25,740 New
NL
255
NWAM LLC
Washington
$4.73M -$55.4K -312 -1%
LA
256
LBP AM
France
$4.71M +$2.02M +11,392 +86%
BCV
257
Banque Cantonale Vaudoise
Switzerland
$4.64M -$596K -3,358 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
258
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.63M -$2.84M -15,976 -40%
KeyBank National Association
259
KeyBank National Association
Ohio
$4.51M +$17.7K +100 +0.4%
SG Americas Securities
260
SG Americas Securities
New York
$4.5M +$1.46M +8,243 +54%
GWM
261
Greenwich Wealth Management
Connecticut
$4.34M
RJT
262
Raymond James Trust
Florida
$4.3M -$2.66K -15 -0.1%
FHB
263
First Hawaiian Bank
Hawaii
$4.28M -$9.41K -53 -0.2%
CGH
264
Crossmark Global Holdings
Texas
$4.25M -$1.25M -7,047 -25%
BWM
265
BerganKDV Wealth Management
Minnesota
$4.24M -$678K -3,819 -15%
Public Sector Pension Investment Board (PSP Investments)
266
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.18M -$603K -3,397 -13%
FMAEN1
267
Fund Management at Engine No 1
California
$4.13M -$1.3M -7,307 -25%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$4.13M +$222K +1,251 +6%
ACM
269
Aquatic Capital Management
Illinois
$4.11M +$3.82M +21,500 New
Brown Advisory
270
Brown Advisory
Maryland
$4.09M +$1M +5,643 +36%
VPIM
271
Vanguard Personalized Indexing Management
California
$4.08M +$267K +1,506 +8%
RWA
272
River Wealth Advisors
Pennsylvania
$4.02M -$205K -1,153 -5%
IIM
273
INTECH Investment Management
Florida
$3.97M -$1.76M -9,919 -32%
TRSOTSOK
274
Teachers Retirement System of the State of Kentucky
Kentucky
$3.96M -$157K -883 -4%
ESCM
275
Echo Street Capital Management
New York
$3.95M +$2.02M +11,404 +123%

TT Hedge Fund Activity: Q2 2023 in Review

1,013 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q2 2023, worth a combined $36.2B — up 2.5% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new TT positions and 68 closed out — a net gain of 14 holders — while 326 added to existing stakes and 370 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $202M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,013 institutional investors held Trane Technologies (TT) as of Q2 2023, up from 1,004 in Q1 2023.
  • Funds reported $36.2B of Trane Technologies stock for Q2 2023, up 2.5% quarter-over-quarter.
  • 82 funds opened new Trane Technologies positions in Q2 2023 and 68 closed out, a net change of +14 holders.
  • The largest Trane Technologies buyer in Q2 2023 was Man Group, an estimated $202M added.
  • The largest Trane Technologies seller in Q2 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2023.