We are live on ! Find out more
TT icon

Trane Technologies
TT

549 hedge funds and large institutions have $12.4B invested in Trane Technologies in 2016 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 208 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

8% more capital invested

Capital invested by funds: $11.5B → $12.4B (+$887M)

5% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 60

1% less funds holding

Funds holding: 552 → 549 (-3)

1.25% less ownership

Funds ownership: 80.02% → 78.78% (-1.2%)

22% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 208

51% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $34.7M

Holders
549
Holders Change
-3
Holders Change %
-0.54%
% of All Funds
14.63%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
63
Increased
163
Reduced
208
Closed
60
Calls
$16.9M
Puts
$34.7M
Net Calls
-$17.8M
Net Calls Change
-$33M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$144M
2
LCS
Levin Capital Strategies
New York
+$84M
3
TCIM
TIAA CREF Investment Management
New York
+$56.2M
4
O
OppenheimerFunds
New York
+$53.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$38.1M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$155M
2
WI
WHV Investments
California
-$105M
3
American Century Companies
American Century Companies
Missouri
-$92.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$82.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$78.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
526
Taylor Wealth Management Partners
Massachusetts
$9K – – –
DADC
527
D.A. Davidson & Co
Montana
$9K +$55 +1 +0.7%
TFO
528
Tarbox Family Office
California
$9K +$1.04K +19 +14%
WA
529
WFG Advisors
Texas
$7K +$218 +4 +4%
IWMPD
530
Integrated Wealth Management (Palm Desert)
California
$6K – – –
ECM
531
Estabrook Capital Management
New York
$5.52K – – –
N
532
Nuveen
North Carolina
$4.7K +$3.15M +57,742 +320%
TSU
533
TD Securities (USA)
New York
$4K -$55 -1 -2%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$4K +$1.09K +20 +43%
PCP
535
Proficio Capital Partners
Massachusetts
$4K +$2.13K +39 +217%
WOC
536
West Oak Capital
California
$3.91K – – –
BAM
537
Barrett Asset Management
New York
$3K – – –
SAM
538
Shamrock Asset Management
Texas
$3K – – –
BC
539
Barnett & Company
Tennessee
$3K +$3.06K +56 New
EWM
540
Endurance Wealth Management
Rhode Island
$2.6K -$43.6K -799 -2%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
MSFP
542
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
TCOV
543
Trust Company of Vermont
Vermont
$2K – – –
WIC
544
Woodmont Investment Counsel
Tennessee
$2K – – –
FANJ
545
Financial Architects (New Jersey)
New Jersey
$2K +$1.8K +33 New
AFIA
546
America First Investment Advisors
Nebraska
$1K – – –
ADL
547
Asset Dedication LLC
California
$1K – – –
JFA
548
JNBA Financial Advisors
Minnesota
$1K +$1.2K +22 New
PCM
549
Penserra Capital Management
California
$38 +$11.3K +208 +50%
Korea Investment Corp
550
Korea Investment Corp
South Korea
– -$24.2M -437,188 Closed
20 21
22
23 24

TT Hedge Fund Activity: Q1 2016 in Review

549 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q1 2016, worth a combined $12.4B — up 7.7% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TT positions and 60 closed out — a net gain of 3 holders — while 163 added to existing stakes and 208 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $144M. The largest seller was Boston Partners, cutting an estimated $155M.

  • 549 institutional investors held Trane Technologies (TT) as of Q1 2016, down from 552 in Q4 2015.
  • Funds reported $12.4B of Trane Technologies stock for Q1 2016, up 7.7% quarter-over-quarter.
  • 63 funds opened new Trane Technologies positions in Q1 2016 and 60 closed out, a net change of +3 holders.
  • The largest Trane Technologies buyer in Q1 2016 was Massachusetts Financial Services, an estimated $144M added.
  • The largest Trane Technologies seller in Q1 2016 was Boston Partners, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2016.