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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
HWA
551
Heritage Wealth Advisors
Virginia
$517K
IBOK
552
Independence Bank of Kentucky
Kentucky
$517K -$12K -95 -2%
SC
553
SRB Corp
Massachusetts
$511K
NIM
554
NuWave Investment Management
New Jersey
$505K -$1.9K -15 -0.4%
BIM
555
Baldwin Investment Management
Pennsylvania
$505K
MRCM
556
M&R Capital Management
New Jersey
$505K
NIT
557
NumerixS Investment Technologies
British Columbia, Canada
$505K +$195K +1,538 +68%
VWA
558
V Wealth Advisors
Kansas
$504K
CFGS
559
Concourse Financial Group Securities
Alabama
$502K +$301K +2,375 +170%
QCM
560
Quest Capital Management
Texas
$501K -$13.2K -104 -3%
CIA
561
Capital Investment Advisors
Georgia
$495K -$380 -3 -0.1%
APP
562
Avantax Planning Partners
Iowa
$493K -$3.53M -27,863 -88%
FAAS
563
First Allied Advisory Services
California
$493K -$122K -962 -21%
CAG
564
Csenge Advisory Group
Florida
$490K -$53.9K -425 -10%
CG
565
Colony Group
Massachusetts
$489K -$73.4K -579 -14%
CI
566
Conning Inc
Connecticut
$489K -$17.7K -140 -4%
WC
567
Westhampton Capital
North Carolina
$481K
GG
568
Gofen & Glossberg
Illinois
$481K +$63.4K +500 +16%
NL
569
NWAM LLC
Washington
$480K +$458K +3,612 New
WCM
570
Weld Capital Management
New York
$478K +$455K +3,593 New
IRF
571
IBM Retirement Fund
New York
$476K -$15.7K -124 -3%
NG
572
Northstar Group
New York
$475K +$380 +3 +0.1%
HSA
573
HBK Sorce Advisory
Pennsylvania
$473K +$28.9K +228 +7%
FI
574
FormulaFolio Investments
Michigan
$472K +$450K +3,549 New
HI
575
Horizon Investments
North Carolina
$469K +$142K +1,124 +47%

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.