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Trane Technologies
TT

790 hedge funds and large institutions have $23.8B invested in Trane Technologies in 2020 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 227 increasing their positions, 294 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

59% more call options, than puts

Call options by funds: $42.5M | Put options by funds: $26.7M

36% more capital invested

Capital invested by funds: $17.6B → $23.8B (+$6.25B)

5% more funds holding

Funds holding: 753 → 790 (+37)

0.44% less ownership

Funds ownership: 82.7% → 82.26% (-0.44%)

23% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 294

Holders
790
Holders Change
+37
Holders Change %
+4.91%
% of All Funds
15.94%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
115
Increased
227
Reduced
294
Closed
71
Calls
$42.5M
Puts
$26.7M
Net Calls
+$15.8M
Net Calls Change
+$5.02M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
2
JP Morgan Chase
JP Morgan Chase
New York
+$131M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$129M
4
Swedbank
Swedbank
Sweden
+$121M
5
Principal Financial Group
Principal Financial Group
Iowa
+$79M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$124M
2
EIP
Epoch Investment Partners
New York
-$86.9M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$73.9M
4
Millennium Management
Millennium Management
New York
-$70.5M
5
N
Nuveen
North Carolina
-$68.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
576
Court Place Advisors
Maryland
$256K +$237K +2,115 New
BOM
577
Bank of Marin
California
$255K +$236K +2,104 New
Rafferty Asset Management
578
Rafferty Asset Management
New York
$254K +$235K +2,096 New
PIA
579
Pinion Investment Advisors
Kansas
$253K – – –
AC
580
Apella Capital
Connecticut
$252K +$234K +2,080 New
QCG
581
Quadrant Capital Group
Ohio
$251K +$20.5K +183 +10%
MMPW
582
Mitchell McLeod Pugh & Williams
Alabama
$251K +$232K +2,070 New
PWLP
583
Prio Wealth Limited Partnership
Massachusetts
$249K +$230K +2,050 New
WS
584
Wedbush Securities
California
$248K -$97K -864 -30%
CBTWT
585
Community Bank & Trust (Waco, Texas)
Texas
$246K +$228K +2,031 New
CCP
586
Corient Capital Partners
California
$245K +$226K +2,017 New
SL
587
Stevard LLC
Illinois
$244K +$226K +2,013 New
APWA
588
Atlas Private Wealth Advisors
New Jersey
$243K – – –
MA
589
MUFG Americas
New York
$243K – – –
CWP
590
Capital Wealth Planning
Florida
$243K +$225K +2,000 New
Luther King Capital Management (LKCM)
591
Luther King Capital Management (LKCM)
Texas
$243K +$225K +2,000 New
KFS
592
Kurt F. Somerville
$242K +$225K +2,000 New
TWI
593
Thomas White International
Illinois
$241K – – –
FQ
594
First Quadrant
California
$240K – – –
PL
595
Perpetual Ltd
Australia
$240K +$223K +1,982 New
WF
596
Welch & Forbes
Massachusetts
$239K -$64.6K -575 -23%
WJWM
597
Williams Jones Wealth Management
New York
$239K +$221K +1,970 New
KPW
598
Kore Private Wealth
New York
$238K -$1.46K -13 -0.7%
OR
599
Olympiad Research
Connecticut
$235K +$217K +1,935 New
PTC
600
Private Trust Company
Ohio
$234K +$217K +1,932 New
22 23
24
25 26

TT Hedge Fund Activity: Q3 2020 in Review

790 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q3 2020, worth a combined $23.8B — up 36% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new TT positions and 71 closed out — a net gain of 44 holders — while 227 added to existing stakes and 294 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $151M. The largest seller was First Trust Advisors, cutting an estimated $124M.

  • 790 institutional investors held Trane Technologies (TT) as of Q3 2020, up from 753 in Q2 2020.
  • Funds reported $23.8B of Trane Technologies stock for Q3 2020, up 36% quarter-over-quarter.
  • 115 funds opened new Trane Technologies positions in Q3 2020 and 71 closed out, a net change of +44 holders.
  • The largest Trane Technologies buyer in Q3 2020 was Fidelity Investments, an estimated $151M added.
  • The largest Trane Technologies seller in Q3 2020 was First Trust Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2020.