We are live on ! Find out more
TT icon

Trane Technologies

790 hedge funds and large institutions have $20.4B invested in Trane Technologies in 2018 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 246 increasing their positions, 269 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $170M | Put options by funds: $76.8M

88% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 48

16% more capital invested

Capital invested by funds: $17.6B → $20.4B (+$2.76B)

5% more funds holding

Funds holding: 755790 (+35)

1.22% more ownership

Funds ownership: 80.28%81.49% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 269

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
790
Holders Change
+35
Holders Change %
+4.64%
% of All Funds
18.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
90
Increased
246
Reduced
269
Closed
48
Calls
$170M
Puts
$76.8M
Net Calls
+$92.9M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
Cornerstone Wealth Management
Missouri
$252K +$652K +6,672 +40%
PIA
602
Pinion Investment Advisors
Kansas
$251K +$5.87K +60 +3%
IHL
603
Investment House LLC
California
$246K
WAG
604
Winthrop Advisory Group
Massachusetts
$245K
CIC
605
Carnegie Investment Counsel
Ohio
$243K -$261K -2,675 -53%
CPA
606
Court Place Advisors
Maryland
$242K
VF
607
Virtu Financial
New York
$241K -$524K -5,359 -69%
TRCT
608
Tower Research Capital (TRC)
New York
$240K -$633K -6,478 -73%
FTIOP
609
Fiduciary Trust International of Pennsylvania
Pennsylvania
$237K +$227K +2,320 New
DWT
610
Dorsey & Whitney Trust
South Dakota
$236K -$4.69K -48 -2%
HI
611
Hendershot Investments
Virginia
$228K +$3.13K +32 +1%
FMB
612
Field & Main Bank
Kentucky
$226K +$21.5K +220 +11%
AAM
613
Aureus Asset Management
Massachusetts
$225K +$215K +2,200 New
KFS
614
Kurt F. Somerville
$225K +$215K +2,200 New
BA
615
Boston Advisors
Massachusetts
$224K +$214K +2,188 New
AP
616
Appleton Partners
Massachusetts
$223K +$213K +2,182 New
TBA
617
Tower Bridge Advisors
Pennsylvania
$223K -$108K -1,100 -34%
MA
618
MUFG Americas
New York
$222K
RA
619
RFG Advisory
Alabama
$218K +$208K +2,129 New
FPCP
620
Fort Point Capital Partners
California
$216K +$206K +2,110 New
DCM
621
Dynamic Capital Management
Jersey
$215K +$205K +2,100 New
VDI
622
Vaughan David Investments
Illinois
$212K +$202K +2,070 New
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
$210K +$201K +2,057 New
Luther King Capital Management (LKCM)
624
Luther King Capital Management (LKCM)
Texas
$209K +$199K +2,040 New
CWP
625
Capital Wealth Planning
Florida
$205K +$196K +2,000 New

TT Hedge Fund Activity: Q3 2018 in Review

790 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q3 2018, worth a combined $20.4B — up 16% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TT positions and 48 closed out — a net gain of 42 holders — while 246 added to existing stakes and 269 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $106M. The largest seller was Capital World Investors, exiting entirely with an estimated $359M sold.

  • 790 institutional investors held Trane Technologies (TT) as of Q3 2018, up from 755 in Q2 2018.
  • Funds reported $20.4B of Trane Technologies stock for Q3 2018, up 16% quarter-over-quarter.
  • 90 funds opened new Trane Technologies positions in Q3 2018 and 48 closed out, a net change of +42 holders.
  • The largest Trane Technologies buyer in Q3 2018 was JP Morgan Chase, an estimated $106M added.
  • The largest Trane Technologies seller in Q3 2018 was Capital World Investors, an estimated $359M sold.

Based on aggregated 13F filings for Q3 2018.