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Trane Technologies

914 hedge funds and large institutions have $26B invested in Trane Technologies in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 270 increasing their positions, 330 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 50

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

10% more funds holding

Funds holding: 833914 (+81)

9% more capital invested

Capital invested by funds: $23.8B → $26B (+$2.26B)

1.66% more ownership

Funds ownership: 80.5%82.16% (+1.7%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 330

31% less call options, than puts

Call options by funds: $68M | Put options by funds: $98.8M

Holders
914
Holders Change
+81
Holders Change %
+9.72%
% of All Funds
18.01%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
147
Increased
270
Reduced
330
Closed
50
Calls
$68M
Puts
$98.8M
Net Calls
-$30.7M
Net Calls Change
+$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
451
Wealthfront Advisers
California
$931K -$237K -1,867 -21%
NME
452
Notis-McConarty Edward
$930K -$31.7K -250 -3%
FWCM
453
Ferguson Wellman Capital Management
Oregon
$928K -$261K -2,059 -23%
MML Investors Services
454
MML Investors Services
Massachusetts
$924K -$982K -7,746 -53%
OWD
455
Osborn Williams & Donohoe
Ohio
$919K +$91.9K +725 +12%
BWAM
456
Boyd Watterson Asset Management
Ohio
$907K +$248K +1,957 +40%
Bank of Nova Scotia
457
Bank of Nova Scotia
Ontario, Canada
$905K
IAA
458
Independent Advisor Alliance
North Carolina
$902K +$114K +900 +15%
PA
459
Pinnacle Associates
New York
$897K -$20.3K -160 -2%
MAM
460
Morse Asset Management
Connecticut
$896K -$1.12M -8,850 -57%
AIL
461
AGF Investments LLC
Ontario, Canada
$874K +$345K +2,725 +71%
DADC
462
D.A. Davidson & Co
Montana
$869K -$62.1K -490 -7%
SSWM
463
Sheets Smith Wealth Management
North Carolina
$867K -$23.7K -187 -3%
CCM
464
Compton Capital Management
Rhode Island
$865K -$6.34K -50 -0.8%
Cerity Partners
465
Cerity Partners
New York
$862K +$305K +2,407 +59%
SFS
466
Sowell Financial Services
Arkansas
$859K +$88.3K +697 +12%
CBTWT
467
Community Bank & Trust (Waco, Texas)
Texas
$856K +$12.9K +102 +2%
DWM
468
Dakota Wealth Management
Florida
$853K -$93.8K -740 -10%
CI
469
Cigna Investments
Connecticut
$852K -$92.4K -729 -10%
GI
470
GAMCO Investors
Connecticut
$851K -$111K -875 -12%
MWA
471
Meridian Wealth Advisors
Texas
$847K -$44.4K -350 -5%
DJSG
472
D.J. St. Germain
Massachusetts
$832K
LIA
473
LS Investment Advisors
Michigan
$826K -$97.1K -766 -11%
MWM
474
MorganRosel Wealth Management
Colorado
$825K -$62.2K -491 -7%
VI
475
Versor Investments
New York
$824K -$672K -5,300 -46%

TT Hedge Fund Activity: Q4 2019 in Review

914 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q4 2019, worth a combined $26B — up 9.5% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new TT positions and 50 closed out — a net gain of 97 holders — while 270 added to existing stakes and 330 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $374M. The largest seller was Citadel Advisors, exiting entirely with an estimated $312M sold.

  • 914 institutional investors held Trane Technologies (TT) as of Q4 2019, up from 833 in Q3 2019.
  • Funds reported $26B of Trane Technologies stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 147 funds opened new Trane Technologies positions in Q4 2019 and 50 closed out, a net change of +97 holders.
  • The largest Trane Technologies buyer in Q4 2019 was Wellington Management Group, an estimated $374M added.
  • The largest Trane Technologies seller in Q4 2019 was Citadel Advisors, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2019.