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Trane Technologies

1,004 hedge funds and large institutions have $35.3B invested in Trane Technologies in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 337 increasing their positions, 358 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

42% more call options, than puts

Call options by funds: $42.5M | Put options by funds: $29.9M

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

9% more capital invested

Capital invested by funds: $32.4B → $35.3B (+$2.96B)

4% more funds holding

Funds holding: 9671,004 (+37)

1.9% more ownership

Funds ownership: 81.59%83.49% (+1.9%)

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 358

Holders
1,004
Holders Change
+37
Holders Change %
+3.83%
% of All Funds
16%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
110
Increased
337
Reduced
358
Closed
55
Calls
$42.5M
Puts
$29.9M
Net Calls
+$12.6M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$134M +$4.74M +26,131 +4%
DZ Bank
52
DZ Bank
Germany
$130M +$42.4M +233,826 +50%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$126M -$4.14M -22,829 -3%
CS
54
Credit Suisse
Switzerland
$125M +$1.01M +5,559 +0.8%
Deutsche Bank
55
Deutsche Bank
Germany
$119M +$5.59M +30,797 +5%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$116M -$860K -4,736 -0.7%
American Century Companies
57
American Century Companies
Missouri
$116M +$742K +4,090 +0.7%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$111M -$419K -2,308 -0.4%
UBS Group
59
UBS Group
Switzerland
$106M -$890K -4,901 -0.8%
FAM
60
Fenimore Asset Management
New York
$97.6M -$790K -4,353 -0.8%
Holocene Advisors
61
Holocene Advisors
New York
$97M -$39.6M -218,144 -29%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$89.8M +$5.96M +32,851 +7%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$88M +$588K +3,238 +0.7%
Allianz Asset Management
64
Allianz Asset Management
Germany
$87.1M +$36M +198,232 +72%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$84M -$11.2M -61,650 -12%
SC
66
Saturna Capital
Washington
$73.8M +$46.3K +255 +0.1%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$71M -$1.04M -5,706 -1%
APG Asset Management
68
APG Asset Management
Netherlands
$69.5M +$4.52M +24,922 +6%
Truist Financial
69
Truist Financial
North Carolina
$68.7M +$1.18M +6,515 +2%
Barclays
70
Barclays
United Kingdom
$67.8M +$2.65M +14,594 +4%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$67.1M -$7.15M -39,395 -10%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$66.9M +$843K +4,647 +1%
FCP
73
Fosse Capital Partners
United Kingdom
$66.6M
DekaBank Deutsche Girozentrale
74
DekaBank Deutsche Girozentrale
Germany
$58.7M +$10.2M +56,468 +21%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$58.7M +$1.28M +7,069 +2%

TT Hedge Fund Activity: Q1 2023 in Review

1,004 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q1 2023, worth a combined $35.3B — up 9.1% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new TT positions and 55 closed out — a net gain of 55 holders — while 337 added to existing stakes and 358 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $722M. The largest seller was Massachusetts Financial Services, cutting an estimated $246M.

  • 1,004 institutional investors held Trane Technologies (TT) as of Q1 2023, up from 967 in Q4 2022.
  • Funds reported $35.3B of Trane Technologies stock for Q1 2023, up 9.1% quarter-over-quarter.
  • 110 funds opened new Trane Technologies positions in Q1 2023 and 55 closed out, a net change of +55 holders.
  • The largest Trane Technologies buyer in Q1 2023 was Fidelity Investments, an estimated $722M added.
  • The largest Trane Technologies seller in Q1 2023 was Massachusetts Financial Services, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2023.