We are live on ! Find out more
TT icon

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
APWM
826
Atlas Private Wealth Management
New York
$36K -$13.9K -90 -30%
AWA
827
Arkadios Wealth Advisors
Georgia
$36K +$6.04K +39 +21%
SWA
828
Sutton Wealth Advisors
Florida
$33.1K +$155 +1 +0.5%
AW
829
Avion Wealth
Texas
$33K -$62.4K -403 -67%
OC
830
Oakworth Capital
Alabama
$33K – – –
AP
831
Atwood & Palmer
Missouri
$33K +$31K +200 New
CAL
832
Capital Analysts LLC
Pennsylvania
$32K – – –
WPA
833
West Paces Advisors
Georgia
$31.3K -$15K -97 -34%
SL
834
Savior LLC
Massachusetts
$31K – – –
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$30K +$20.1K +130 +265%
SFP
836
Sterling Financial Planning
New Jersey
$29K – – –
TCOV
837
Trust Company of Vermont
Vermont
$28K +$2.79K +18 +12%
GWSG
838
GPS Wealth Strategies Group
Colorado
$28K +$27.1K +175 New
DAM
839
Delta Asset Management
Tennessee
$27K – – –
TFO
840
Tarbox Family Office
California
$27K – – –
EWA
841
Evolution Wealth Advisors
Florida
$26K +$17K +110 +239%
MF
842
Manchester Financial
California
$26K +$18.3K +118 +311%
AWM
843
Avior Wealth Management
Nebraska
$25K – – –
CA
844
Crewe Advisors
Utah
$25K – – –
KC
845
Knuff & Co
California
$25K – – –
TFIPS
846
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.8K – – –
EARNEST Partners
847
EARNEST Partners
Georgia
$24K – – –
HCP
848
Hexagon Capital Partners
Arkansas
$22K – – –
BWM
849
Baystate Wealth Management
Massachusetts
$21K – – –
FMII
850
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
32 33
34
35 36

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.