We are live on ! Find out more
TT icon

Trane Technologies

897 hedge funds and large institutions have $28.3B invested in Trane Technologies in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 272 increasing their positions, 299 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $23.8B → $28.3B (+$4.47B)

14% more funds holding

Funds holding: 790897 (+107)

9% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 299

2.19% less ownership

Funds ownership: 82.26%80.07% (-2.2%)

26% less call options, than puts

Call options by funds: $54M | Put options by funds: $72.9M

Holders
897
Holders Change
+107
Holders Change %
+13.54%
% of All Funds
15.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
162
Increased
272
Reduced
299
Closed
47
Calls
$54M
Puts
$72.9M
Net Calls
-$19M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
476
Wealth Alliance
New York
$603K -$31.5K -228 -5%
SCI
477
S&CO Inc
Massachusetts
$598K
SNT
478
Security National Trust
West Virginia
$588K
MAM
479
Morse Asset Management
Connecticut
$586K
AIM
480
Aspen Investment Management
Michigan
$583K +$6.21K +45 +1%
MWM
481
MorganRosel Wealth Management
Colorado
$583K +$8.56K +62 +2%
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$580K +$540K +3,912 +4,830%
SW
483
SVB Wealth
Massachusetts
$579K +$7.32K +53 +1%
IAIM
484
International Assets Investment Management
Florida
$575K +$11.2K +81 +2%
HIM
485
Hanlon Investment Management
New Jersey
$572K +$544K +3,938 New
IA
486
IFG Advisory
Georgia
$571K -$12.8K -93 -2%
PCA
487
Peddock Capital Advisors
Massachusetts
$568K
HWA
488
Heritage Wealth Advisors
Virginia
$565K
DJSG
489
D.J. St. Germain
Massachusetts
$563K -$13.8K -100 -3%
CHAM
490
Clear Harbor Asset Management
Connecticut
$559K +$104K +750 +24%
SXL
491
Summit X LLC
Missouri
$555K -$42.8K -310 -7%
FA
492
FDx Advisors
Illinois
$555K +$160K +1,155 +43%
VFA
493
Valeo Financial Advisors
Indiana
$551K +$496K +3,591 +1,735%
MSRPS
494
Maryland State Retirement & Pension System
Maryland
$547K +$532K +3,854 New
SWM
495
SVA Wealth Management
Wisconsin
$536K +$510K +3,691 New
BJL
496
Brighton Jones LLC
Washington
$533K +$2.21K +16 +0.4%
KPWS
497
Kestra Private Wealth Services
Texas
$530K -$690 -5 -0.1%
LAI
498
Legal Advantage Investments
California
$530K +$504K +3,650 New
AIP
499
Ameritas Investment Partners
Nebraska
$529K -$32.7K -237 -6%
NRS
500
Neville Rodie & Shaw
New York
$529K -$14.5K -105 -3%

TT Hedge Fund Activity: Q4 2020 in Review

897 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q4 2020, worth a combined $28.3B — up 19% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TT positions and 47 closed out — a net gain of 115 holders — while 272 added to existing stakes and 299 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $472M. The largest seller was Wellington Management Group, cutting an estimated $721M.

  • 897 institutional investors held Trane Technologies (TT) as of Q4 2020, up from 790 in Q3 2020.
  • Funds reported $28.3B of Trane Technologies stock for Q4 2020, up 19% quarter-over-quarter.
  • 162 funds opened new Trane Technologies positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Trane Technologies buyer in Q4 2020 was Fidelity Investments, an estimated $472M added.
  • The largest Trane Technologies seller in Q4 2020 was Wellington Management Group, an estimated $721M sold.

Based on aggregated 13F filings for Q4 2020.