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Trane Technologies
TT

922 hedge funds and large institutions have $31.9B invested in Trane Technologies in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 296 increasing their positions, 311 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $26.4M

52% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 67

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more capital invested

Capital invested by funds: $28.3B → $31.9B (+$3.57B)

3% more funds holding

Funds holding: 897 → 922 (+25)

0.89% more ownership

Funds ownership: 80.07% → 80.96% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 311

Holders
922
Holders Change
+25
Holders Change %
+2.79%
% of All Funds
16.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
102
Increased
296
Reduced
311
Closed
67
Calls
$41.7M
Puts
$26.4M
Net Calls
+$15.3M
Net Calls Change
+$34.2M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$279M
2
BlackRock
BlackRock
New York
+$240M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$115M
5
KBC Group
KBC Group
Belgium
+$85.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$660M
2
Invesco
Invesco
Georgia
-$150M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$86.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.8M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$69.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
801
Sowell Financial Services
Arkansas
$60K -$8.98K -58 -15%
APP
802
Alpha Paradigm Partners
Illinois
$60K – – –
GRP
803
Global Retirement Partners
California
$60K +$20.9K +135 +59%
PFBT
804
Parkside Financial Bank & Trust
Missouri
$59K +$774 +5 +1%
NSIM
805
North Star Investment Management
Illinois
$58K – – –
MWM
806
Mascoma Wealth Management
New Hampshire
$58K +$54.2K +350 New
SWA
807
SOA Wealth Advisors
New York
$57K -$8.98K -58 -14%
HIA
808
Harbor Investment Advisory
Maryland
$56K – – –
VCM
809
Versant Capital Management
Arizona
$56K +$774 +5 +1%
HWMA
810
Heritage Wealth Management (Arizona)
Arizona
$56K +$52.6K +340 New
NIC
811
Northwest Investment Counselors
Oregon
$54K +$50.3K +325 New
AIM
812
Anchor Investment Management
South Carolina
$52K – – –
SC
813
Solstein Capital
California
$50K +$46.6K +301 New
CT
814
Caldwell Trust
Florida
$48.3K – – –
FCA
815
FinTrust Capital Advisors
South Carolina
$47K -$30.7K -198 -41%
ME
816
McIlrath & Eck
Washington
$46K +$19.4K +125 +83%
DWP
817
Destiny Wealth Partners
Florida
$45K – – –
Jones Financial Companies
818
Jones Financial Companies
Missouri
$44K +$2.32K +15 +6%
KFS
819
Kelly Financial Services
Massachusetts
$43K +$155 +1 +0.4%
SPWG
820
Sage Private Wealth Group
Illinois
$41K – – –
VRM
821
Vectors Research Management
New York
$41K – – –
TFM
822
TFC Financial Management
Massachusetts
$40K – – –
NIM
823
NuWave Investment Management
New Jersey
$39K -$4.8K -31 -12%
KFP
824
KB Financial Partners
New Jersey
$39K +$36.8K +238 New
MAM
825
Marquette Asset Management
Minnesota
$37K – – –
31 32
33
34 35

TT Hedge Fund Activity: Q1 2021 in Review

922 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q1 2021, worth a combined $31.9B — up 13% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new TT positions and 67 closed out — a net gain of 35 holders — while 296 added to existing stakes and 311 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $279M. The largest seller was Wellington Management Group, cutting an estimated $660M.

  • 922 institutional investors held Trane Technologies (TT) as of Q1 2021, up from 897 in Q4 2020.
  • Funds reported $31.9B of Trane Technologies stock for Q1 2021, up 13% quarter-over-quarter.
  • 102 funds opened new Trane Technologies positions in Q1 2021 and 67 closed out, a net change of +35 holders.
  • The largest Trane Technologies buyer in Q1 2021 was JP Morgan Chase, an estimated $279M added.
  • The largest Trane Technologies seller in Q1 2021 was Wellington Management Group, an estimated $660M sold.

Based on aggregated 13F filings for Q1 2021.