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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
LIA
926
LBMC Investment Advisors
Tennessee
$244K +$219K +1,000 New
SRC
927
Shufro Rose & Co
New York
$243K – – –
HCM
928
Hollencrest Capital Management
California
$242K – – –
GWM
929
GSB Wealth Management
Connecticut
$242K -$20.3K -93 -9%
RCM
930
Radnor Capital Management
Pennsylvania
$240K – – –
LFG
931
Lockerman Financial Group
California
$240K +$215K +982 New
QWP
932
Quotient Wealth Partners
Texas
$239K +$214K +979 New
WE
933
Wealth Effects
Massachusetts
$239K +$214K +979 New
RCAG
934
Rehmann Capital Advisory Group
Michigan
$237K -$20.6K -94 -9%
PPP
935
Private Portfolio Partners
New Jersey
$235K +$211K +965 New
MSFS
936
Main Street Financial Solutions
Pennsylvania
$235K +$211K +964 New
LWM
937
Liberty Wealth Management
California
$235K -$12.7K -58 -6%
WPA
938
West Paces Advisors
Georgia
$235K +$5.03K +23 +2%
C
939
Certuity
Florida
$234K -$129K -588 -38%
TSWM
940
Triangle Securities Wealth Management
North Carolina
$233K +$209K +955 New
Capstone Investment Advisors
941
Capstone Investment Advisors
New York
$230K +$207K +945 New
EFG
942
Everhart Financial Group
Ohio
$230K +$207K +945 New
WB
943
Webster Bank
Connecticut
$228K – – –
AC
944
Allstate Corporation
Illinois
$227K +$203K +930 New
HR
945
Howe & Rusling
New York
$226K -$13.3K -61 -6%
P
946
&Partners
Tennessee
$226K +$203K +927 New
FPFS
947
First Personal Financial Services
North Carolina
$225K -$21K -96 -9%
TIMH
948
Tilt Investment Management Holdings
New York
$225K -$62.6K -286 -24%
PP
949
Patron Partners
Texas
$223K -$22.5K -103 -10%
TPWA
950
TRUE Private Wealth Advisors
Oregon
$223K -$44.4K -203 -18%
36 37
38
39 40

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.