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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
YMRC
701
Yorktown Management & Research Company
Virginia
$239K
BAM
702
Belpointe Asset Management
Nevada
$239K +$22.8K +180 +11%
SSG
703
Summit Securities Group
New York
$239K +$228K +1,800 New
TCB
704
Texas Capital Bancshares
Texas
$239K +$228K +1,800 New
CCM
705
Cadence Capital Management
Massachusetts
$238K
OWA
706
Outlook Wealth Advisors
Texas
$237K +$227K +1,795 New
AA
707
Alesco Advisors
New York
$236K
CCA
708
Cobblestone Capital Advisors
New York
$235K
BCM
709
Bayesian Capital Management
New York
$233K +$222K +1,750 New
TTWM
710
TCV Trust & Wealth Management
Virginia
$230K -$89.5K -706 -29%
SFG
711
SevenBridge Financial Group
Pennsylvania
$230K +$1.9K +15 +0.9%
CCA
712
Checchi Capital Advisers
California
$229K -$25.7K -203 -11%
MCM
713
Manchester Capital Management
Vermont
$228K
WI
714
Wintrust Investments
Illinois
$227K
WEC
715
Winslow Evans & Crocker
Massachusetts
$224K -$126K -994 -37%
IA
716
IFP Advisors
Florida
$224K -$15.2K -120 -7%
PIM
717
Progressive Investment Management
Oregon
$224K +$213K +1,684 New
JWCA
718
J.W. Cole Advisors
Florida
$224K +$214K +1,685 New
QCMC
719
Quantum Capital Management (California)
California
$222K -$29.7K -234 -12%
HFM
720
Hartford Financial Management
Connecticut
$221K
BDF
721
Balasa Dinverno & Foltz
$220K -$7.48K -59 -3%
IIA
722
IPG Investment Advisors
California
$219K -$48.8K -385 -19%
LNC
723
Lincoln National Corp
Pennsylvania
$218K +$208K +1,643 New
RRAM
724
River Road Asset Management
Kentucky
$217K -$3.04K -24 -1%
BCM
725
BTR Capital Management
California
$216K

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.