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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
CFO
851
Collective Family Office
Pennsylvania
$312K -$3.94K -18 -1%
CBFP
852
Cedar Brook Financial Partners
Ohio
$309K +$11.8K +54 +4%
BAM
853
Belpointe Asset Management
Nevada
$309K +$277K +1,265 New
CPRC
854
Consolidated Portfolio Review Corp
New York
$309K -$1.97K -9 -0.7%
FCCM
855
First City Capital Management
Georgia
$308K – – –
MIC
856
Means Investment Company
Maine
$307K – – –
PWM
857
Perigon Wealth Management
California
$307K +$2.84K +13 +1%
TPCW
858
TD Private Client Wealth
New York
$306K +$20.3K +93 +8%
RP
859
Raelipskie Partnership
Ontario, Canada
$303K +$272K +1,243 New
BIA
860
Bigelow Investment Advisors
Maine
$302K -$14.4K -66 -5%
FMLI
861
Fukoku Mutual Life Insurance
Japan
$302K – – –
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$301K +$656 +3 +0.2%
First Manhattan
863
First Manhattan
New York
$299K -$86.6K -396 -24%
PWP
864
Phillips Wealth Planners
Mississippi
$299K -$875 -4 -0.3%
IPW
865
Inlet Private Wealth
Florida
$294K – – –
GWSG
866
GPS Wealth Strategies Group
Colorado
$293K +$247K +1,130 +1,569%
LJHT
867
Laurie J. Hall Trustee
$293K – – –
PWLP
868
Prio Wealth Limited Partnership
Massachusetts
$293K – – –
SIM
869
Sentry Investment Management
Wisconsin
$292K -$28.2K -129 -10%
BC
870
Barnett & Company
Tennessee
$288K – – –
GB
871
Goepper Burkhardt
South Carolina
$287K – – –
SYBT
872
Stock Yards Bank & Trust
Kentucky
$286K -$109K -497 -30%
I
873
IMPACTfolio
Colorado
$285K +$2.63K +12 +1%
SFG
874
Sovereign Financial Group
Connecticut
$284K +$6.78K +31 +3%
HFM
875
Harvest Fund Management
China
$282K +$107K +487 +73%
33 34
35
36 37

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.