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Trane Technologies
TT

1,012 hedge funds and large institutions have $38.4B invested in Trane Technologies in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 320 increasing their positions, 330 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $82M | Put options by funds: $24.8M

80% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 79

16% more capital invested

Capital invested by funds: $33.2B → $38.4B (+$5.21B)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more funds holding

Funds holding: 962 → 1,012 (+50)

0.77% less ownership

Funds ownership: 81.02% → 80.25% (-0.77%)

3% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 330

Holders
1,012
Holders Change
+50
Holders Change %
+5.2%
% of All Funds
15.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
142
Increased
320
Reduced
330
Closed
79
Calls
$82M
Puts
$24.8M
Net Calls
+$57.2M
Net Calls Change
+$36.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$317M
2
JP Morgan Chase
JP Morgan Chase
New York
+$221M
3
Ameriprise
Ameriprise
Minnesota
+$171M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$124M
5
Norges Bank
Norges Bank
Norway
+$106M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$255M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$151M
3
BlackRock
BlackRock
New York
-$126M
4
APG Asset Management
APG Asset Management
Netherlands
-$104M
5
Invesco
Invesco
Georgia
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
901
Sutton Wealth Advisors
Florida
$40.8K – – –
FP
902
Financial Perspectives
Minnesota
$40.4K – – –
AWM
903
Avondale Wealth Management
Texas
$40K -$37.6K -200 -50%
ANBT
904
American National Bank & Trust
Texas
$40K – – –
AP
905
Atwood & Palmer
Missouri
$40K – – –
CAL
906
Capital Analysts LLC
Pennsylvania
$39K – – –
DWA
907
Delos Wealth Advisors
Texas
$38K +$19.8K +105 +130%
NFSG
908
Newbridge Financial Services Group
Florida
$37K +$24.7K +131 +247%
EWA
909
EverSource Wealth Advisors
Alabama
$37K +$34.8K +185 New
HIA
910
Harbor Investment Advisory
Maryland
$36K – – –
BAM
911
Bellevue Asset Management
Washington
$36K +$33.9K +180 New
TFO
912
Tarbox Family Office
California
$34K +$1.5K +8 +5%
AWM
913
Avior Wealth Management
Nebraska
$33K – – –
DAM
914
Delta Asset Management
Tennessee
$33K – – –
KC
915
Knuff & Co
California
$30K – – –
TFS
916
TrustCore Financial Services
Tennessee
$30K – – –
WBC
917
West Branch Capital
Massachusetts
$30K – – –
EARNEST Partners
918
EARNEST Partners
Georgia
$29K – – –
HCP
919
Hexagon Capital Partners
Arkansas
$27K – – –
BWM
920
Baystate Wealth Management
Massachusetts
$26K – – –
M
921
MOTCO
Texas
$25K – – –
SBL
922
Sargent Bickham Lagudis
Colorado
$25K – – –
CH
923
Canton Hathaway
Rhode Island
$25K +$23.1K +123 New
AP
924
Arlington Partners
Alabama
$25K +$23.7K +126 New
KA
925
Kozak & Associates
Colorado
$24K -$12.6K -67 -29%
35 36
37
38 39

TT Hedge Fund Activity: Q4 2021 in Review

1,012 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q4 2021, worth a combined $38.4B — up 16% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new TT positions and 79 closed out — a net gain of 63 holders — while 320 added to existing stakes and 330 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $317M. The largest seller was UBS AM, cutting an estimated $255M.

  • 1,012 institutional investors held Trane Technologies (TT) as of Q4 2021, up from 962 in Q3 2021.
  • Funds reported $38.4B of Trane Technologies stock for Q4 2021, up 16% quarter-over-quarter.
  • 142 funds opened new Trane Technologies positions in Q4 2021 and 79 closed out, a net change of +63 holders.
  • The largest Trane Technologies buyer in Q4 2021 was Capital World Investors, an estimated $317M added.
  • The largest Trane Technologies seller in Q4 2021 was UBS AM, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2021.