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Trane Technologies

833 hedge funds and large institutions have $23.8B invested in Trane Technologies in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 279 increasing their positions, 311 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 80.36%80.5% (+0.14%)

1% less funds holding

Funds holding: 842833 (-9)

6% less capital invested

Capital invested by funds: $25.3B → $23.8B (-$1.58B)

10% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 311

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

33% less call options, than puts

Call options by funds: $81.4M | Put options by funds: $122M

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
833
Holders Change
-9
Holders Change %
-1.07%
% of All Funds
18.27%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
64
Increased
279
Reduced
311
Closed
72
Calls
$81.4M
Puts
$122M
Net Calls
-$40.7M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
876
Duncker Streett & Co
Missouri
-$101K -800 Closed
W
877
WealthStone
Ohio
-$97.8K -772 Closed
CAW
878
Cornerstone Advisors (Washington)
Washington
-$79K -624 Closed
IWA
879
IBEX Wealth Advisors
New Jersey
-$66K -525 Closed
TIM
880
Tortoise Investment Management
New York
-$63K -500 Closed
ESB
881
Essex Savings Bank
Connecticut
-$41K -384 Closed
PCP
882
Proficio Capital Partners
Massachusetts
-$47K -368 Closed
MWM
883
Mascoma Wealth Management
New Hampshire
-$44K -350 Closed
SHJ
884
Sharkey, Howes & Javer
Colorado
-$32K -250 Closed
KPCM
885
Kings Point Capital Management
New York
-$21K -163 Closed
LA
886
Legacy Advisors
Pennsylvania
-$20K -161 Closed
TPWA
887
TRUE Private Wealth Advisors
Oregon
-$19K -156 Closed
DWM
888
Doyle Wealth Management
Florida
-$19K -150 Closed
ME
889
McIlrath & Eck
Washington
-$16K -150 Closed
AC
890
Avestar Capital
New York
-$15K -124 Closed
EWM
891
Executive Wealth Management
Michigan
-$15K -120 Closed
JWM
892
Janiczek Wealth Management
Colorado
-$15K -117 Closed
HI
893
Hudock Inc
Pennsylvania
-$12K -100 Closed
BEI
894
Benjamin Edwards Inc
Missouri
-$9K -69 Closed
SQA
895
Simon Quick Advisors
New Jersey
-$6.84K -54 Closed
AS
896
Altshuler Shaham
Israel
-$6K -44 Closed
MIM
897
Macroview Investment Management
Maryland
-$4K -32 Closed
SMFS
898
Squar Milner Financial Services
California
-$4K -32 Closed
AOWM
899
Alpha Omega Wealth Management
Virginia
-$3K -24 Closed
FBT
900
First Bank & Trust
South Dakota
-$2K -16 Closed

TT Hedge Fund Activity: Q3 2019 in Review

833 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q3 2019, worth a combined $23.8B — down 6.2% from $25.3B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of TT and 64 opened new positions — a net loss of 8 holders — while 311 trimmed existing stakes and 279 added.

The largest buyer was Wellington Management Group, adding an estimated $226M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $96M sold.

  • 833 institutional investors held Trane Technologies (TT) as of Q3 2019, down from 842 in Q2 2019.
  • Funds reported $23.8B of Trane Technologies stock for Q3 2019, down 6.2% quarter-over-quarter.
  • 64 funds opened new Trane Technologies positions in Q3 2019 and 72 closed out, a net change of -8 holders.
  • The largest Trane Technologies buyer in Q3 2019 was Wellington Management Group, an estimated $226M added.
  • The largest Trane Technologies seller in Q3 2019 was Suvretta Capital Management, an estimated $96M sold.

Based on aggregated 13F filings for Q3 2019.