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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
AIC
826
Ameritas Investment Company
Nebraska
$33K +$25.9K +204 +474%
PFSC
827
Peoples Financial Services Corp
Pennsylvania
$32K
PCM
828
Penserra Capital Management
California
$31K +$8.36K +66 +40%
EWM
829
EPG Wealth Management
Georgia
$31K +$30K +237 New
MAM
830
Marquette Asset Management
Minnesota
$30K
AWA
831
Arkadios Wealth Advisors
Georgia
$29.7K +$25.9K +204 New
WPA
832
West Paces Advisors
Georgia
$29.5K
QAM
833
QCI Asset Management
New York
$27K -$17.9K -141 -41%
RAM
834
Riggs Asset Management
Pennsylvania
$27K
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$27K +$25.3K +200 New
AA
836
Advisory Alpha
Michigan
$26.3K +$23.6K +186 +1,329%
EFSCE
837
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$1.01K -8 -4%
CAL
838
Capital Analysts LLC
Pennsylvania
$26K
JFA
839
JNBA Financial Advisors
Minnesota
$26K
OC
840
Oakworth Capital
Alabama
$26K
EWP
841
Engrave Wealth Partners
Texas
$26K +$25.2K +199 New
SL
842
Savior LLC
Massachusetts
$25K +$23.8K +188 New
DAM
843
Delta Asset Management
Tennessee
$22K -$1.9K -15 -8%
THWM
844
Taylor Hoffman Wealth Management
Virginia
$22K
PA
845
Procyon Advisors
Connecticut
$22K +$20.8K +164 New
Lazard Asset Management
846
Lazard Asset Management
New York
$21K -$1.28M -10,108 -98%
TFO
847
Tarbox Family Office
California
$20K +$634 +5 +3%
ME
848
McIlrath & Eck
Washington
$20K +$19K +150 New
TPWA
849
TRUE Private Wealth Advisors
Oregon
$20K +$19.8K +156 New
EARNEST Partners
850
EARNEST Partners
Georgia
$19K

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.