We are live on ! Find out more
TT icon

Trane Technologies

807 hedge funds and large institutions have $17.6B invested in Trane Technologies in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 282 increasing their positions, 268 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

32% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 84

2% more funds holding

Funds holding: 790807 (+17)

5% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 268

3% less call options, than puts

Call options by funds: $69.7M | Put options by funds: $71.9M

1.37% less ownership

Funds ownership: 81.49%80.13% (-1.4%)

14% less capital invested

Capital invested by funds: $20.4B → $17.6B (-$2.8B)

Holders
807
Holders Change
+17
Holders Change %
+2.15%
% of All Funds
17.98%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
111
Increased
282
Reduced
268
Closed
84
Calls
$69.7M
Puts
$71.9M
Net Calls
-$2.27M
Net Calls Change
-$95.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
726
MGO One Seven
Ohio
$23K +$25.1K +255 New
SWA
727
Sutton Wealth Advisors
Florida
$22.8K +$7.57K +77 +45%
PFSC
728
Peoples Financial Services Corp
Pennsylvania
$22K
CIAS
729
Capital Investment Advisory Services
North Carolina
$22K +$23.8K +242 New
CFD
730
Creative Financial Designs
Indiana
$21K -$98 -1 -0.4%
WAP
731
Wealthcare Advisory Partners
Pennsylvania
$21K +$197 +2 +0.9%
EWA
732
ERTS Wealth Advisors
Michigan
$21K +$22.1K +225 New
WPA
733
West Paces Advisors
Georgia
$20.3K
CFA
734
Carroll Financial Associates
North Carolina
$20K
IIM
735
Ipswich Investment Management
Massachusetts
$20K +$21.6K +220 New
PCP
736
Proficio Capital Partners
Massachusetts
$19K
JFA
737
JNBA Financial Advisors
Minnesota
$19K +$20.9K +213 New
HT
738
Heritage Trust
Oklahoma
$18K
RAM
739
Riggs Asset Management
Pennsylvania
$18K
WTB
740
Washington Trust Bank
Washington
$18K
WANY
741
Wealthspire Advisors (New York)
New York
$17K +$18.1K +184 New
MNBTD
742
Moody National Bank Trust Division
Texas
$17K +$18.7K +190 New
VFA
743
Valeo Financial Advisors
Indiana
$16K -$1.97K -20 -10%
CJA
744
C-J Advisory
California
$16K
DAM
745
Delta Asset Management
Tennessee
$16K
CA
746
Claro Advisors
Massachusetts
$16K +$15.5K +158 New
CAC
747
Certified Advisory Corp
Florida
$15K -$9.24K -94 -36%
AF
748
Advisornet Financial
Minnesota
$15K
THWM
749
Taylor Hoffman Wealth Management
Virginia
$15K
M
750
MOTCO
Texas
$15K +$1.97K +20 +13%

TT Hedge Fund Activity: Q4 2018 in Review

807 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q4 2018, worth a combined $17.6B — down 14% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new TT positions and 84 closed out — a net gain of 27 holders — while 282 added to existing stakes and 268 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $100M. The largest seller was Citadel Advisors, cutting an estimated $138M.

  • 807 institutional investors held Trane Technologies (TT) as of Q4 2018, up from 790 in Q3 2018.
  • Funds reported $17.6B of Trane Technologies stock for Q4 2018, down 14% quarter-over-quarter.
  • 111 funds opened new Trane Technologies positions in Q4 2018 and 84 closed out, a net change of +27 holders.
  • The largest Trane Technologies buyer in Q4 2018 was Teachers Advisors, an estimated $100M added.
  • The largest Trane Technologies seller in Q4 2018 was Citadel Advisors, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2018.