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Trane Technologies
TT

1,189 hedge funds and large institutions have $47.1B invested in Trane Technologies in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 372 increasing their positions, 398 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $444M | Put options by funds: $76.5M

274% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 54

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

22% more capital invested

Capital invested by funds: $38.6B → $47.1B (+$8.53B)

13% more funds holding

Funds holding: 1,051 → 1,189 (+138)

2.07% more ownership

Funds ownership: 82.77% → 84.84% (+2.1%)

7% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 398

Holders
1,189
Holders Change
+138
Holders Change %
+13.13%
% of All Funds
17.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
202
Increased
372
Reduced
398
Closed
54
Calls
$444M
Puts
$76.5M
Net Calls
+$367M
Net Calls Change
+$57.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$686M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$394M
3
Man Group
Man Group
United Kingdom
+$171M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$144M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$144M

Top Sellers

Rank Fund Capital Flow
1
GIM
Generation Investment Management
United Kingdom
-$206M
2
BlackRock
BlackRock
New York
-$196M
3
Millennium Management
Millennium Management
New York
-$160M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$119M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
776
GAMMA Investing
California
$395K +$343K +1,568 New
ZB
777
Zions Bancorporation
Utah
$395K +$296K +1,352 +504%
LNC
778
Lincoln National Corp
Pennsylvania
$394K -$5.69K -26 -2%
CP
779
Cumberland Partners
Ontario, Canada
$393K +$358K +1,635 New
CC
780
Callan Capital
California
$393K -$97.1K -444 -22%
EFSCE
781
Enterprise Financial Services Corp (EFSC)
Missouri
$392K +$875 +4 +0.2%
CPA
782
Court Place Advisors
Maryland
$391K – – –
PWS
783
Peterson Wealth Services
Utah
$391K +$351K +1,605 New
KFS
784
Kurt F. Somerville
$390K – – –
CBTWT
785
Community Bank & Trust (Waco, Texas)
Texas
$390K -$84K -384 -19%
MA
786
Mutual Advisors
Nebraska
$389K +$349K +1,593 New
SAM
787
Sompo Asset Management
Japan
$385K – – –
JGIA
788
Jackson Grant Investment Advisers
Connecticut
$382K – – –
IA
789
IAM Advisory
Pennsylvania
$381K +$1.31K +6 +0.4%
WQ
790
Wealth Quarterback
New Jersey
$381K -$10.1K -46 -3%
FG
791
Fiduciary Group
Georgia
$379K -$16.4K -75 -5%
MAG
792
MRA Advisory Group
New Jersey
$379K +$340K +1,553 New
TFG
793
Taylor Financial Group
Virginia
$379K +$340K +1,552 New
FNT
794
First National Trust
Pennsylvania
$378K – – –
CGL
795
Clarius Group LLC
Washington
$378K -$28.9K -132 -8%
JIC
796
Johnson Investment Counsel
Ohio
$374K +$2.41K +11 +0.7%
ATC
797
Argent Trust Co
Tennessee
$373K +$1.09K +5 +0.3%
GLR
798
Great Lakes Retirement
Ohio
$373K +$334K +1,528 New
JWCA
799
J.W. Cole Advisors
Florida
$370K +$41.8K +191 +14%
FFO
800
Fiduciary Family Office
Florida
$370K +$332K +1,516 New
30 31
32
33 34

TT Hedge Fund Activity: Q4 2023 in Review

1,189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q4 2023, worth a combined $47.1B — up 22% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new TT positions and 54 closed out — a net gain of 148 holders — while 372 added to existing stakes and 398 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $686M. The largest seller was Generation Investment Management, cutting an estimated $206M.

  • 1,189 institutional investors held Trane Technologies (TT) as of Q4 2023, up from 1,051 in Q3 2023.
  • Funds reported $47.1B of Trane Technologies stock for Q4 2023, up 22% quarter-over-quarter.
  • 202 funds opened new Trane Technologies positions in Q4 2023 and 54 closed out, a net change of +148 holders.
  • The largest Trane Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $686M added.
  • The largest Trane Technologies seller in Q4 2023 was Generation Investment Management, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2023.