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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
BFC
751
Bedel Financial Consulting
Indiana
$152K
WAP
752
Wealthcare Advisory Partners
Pennsylvania
$147K +$127 +1 +0.1%
Acadian Asset Management
753
Acadian Asset Management
Massachusetts
$144K +$138K +1,087 New
Bessemer Group
754
Bessemer Group
New Jersey
$141K -$44.4K -350 -25%
RE
755
RBC Europe
United Kingdom
$141K
FP
756
Financial Perspectives
Minnesota
$138K +$132K +1,039 New
RWB
757
RMR Wealth Builders
New Jersey
$136K +$129K +1,020 New
FGAM
758
Financial Gravity Asset Management
Texas
$133K -$93K -734 -99%
KTC
759
Kistler-Tiffany Companies
Pennsylvania
$128K +$63.4K +500 +100%
HR
760
Howe & Rusling
New York
$126K -$1.52K -12 -1%
GC
761
Grace Capital
Massachusetts
$120K
ACA
762
Atlas Capital Advisors
Wyoming
$119K
CCM
763
Cribstone Capital Management
Maine
$116K
GDP
764
Great Diamond Partners
Maine
$116K +$111K +875 New
WCM
765
Wunderlich Capital Managemnt
Tennessee
$114K +$109K +857 New
CQS
766
Credential Qtrade Securities
$112K +$107K +845 New
BBA
767
Braun-Bostich & Associates
Pennsylvania
$111K +$105K +825 New
ACM
768
Allred Capital Management
Texas
$108K +$103K +810 New
DSC
769
Duncker Streett & Co
Missouri
$106K +$101K +800 New
CFA
770
Carroll Financial Associates
North Carolina
$100K +$12.7K +100 +15%
LWM
771
Liberty Wealth Management
California
$98K -$43.7K -345 -32%
LC
772
Lindbrook Capital
California
$98K
LWCFA
773
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97K
NFG
774
Next Financial Group
Texas
$95K -$294K -2,317 -76%
AssetMark Inc
775
AssetMark Inc
California
$95K +$14.8K +117 +20%

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.