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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
TWM
951
Thrive Wealth Management
Pennsylvania
$222K +$200K +912 New
CL
952
CIM LLC
New York
$222K +$172K +785 New
CB
953
Community Bank
New York
$220K -$43.8K -200 -18%
PAM
954
Paradigm Asset Management
New York
$220K – – –
AWAP
955
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$220K +$197K +900 New
JWCA
956
J.W. Coons Advisors
Ohio
$220K +$197K +900 New
MFWP
957
Mosaic Family Wealth Partners
Missouri
$220K +$197K +900 New
QPW
958
Quantum Private Wealth
Florida
$220K +$197K +900 New
WFI
959
West Family Investments
California
$220K +$197K +900 New
MWA
960
Muirfield Wealth Advisors
North Carolina
$219K +$197K +899 New
BOM
961
Bank of Marin
California
$217K -$67.4K -308 -26%
PRS
962
Pinkerton Retirement Specialists
Idaho
$217K +$194K +888 New
RWM
963
Ritholtz Wealth Management
New York
$216K +$194K +887 New
CWM
964
Cornerstone Wealth Management
Missouri
$216K +$194K +885 New
SHFA
965
SC&H Financial Advisors
Maryland
$215K +$193K +881 New
OAM
966
Oppenheimer Asset Management
New York
$214K +$192K +878 New
BTI
967
Blue Trust Inc
Georgia
$214K -$869K -3,971 -79%
TFA
968
Tobias Financial Advisors
Florida
$214K +$192K +876 New
FCFC
969
First Citizens Financial Corp
Iowa
$213K -$545K -2,490 -74%
GC
970
Garde Capital
Washington
$210K +$3.94K +18 +2%
MBTD
971
Mechanics Bank - Trust Department
California
$210K +$188K +860 New
EWA
972
EverSource Wealth Advisors
Alabama
$209K +$29.5K +135 +19%
GWM
973
Gitterman Wealth Management
New Jersey
$208K +$187K +853 New
VV
974
Verity & Verity
South Carolina
$207K +$186K +849 New
IFWM
975
Institute for Wealth Management
Colorado
$207K +$210K +958 New
37 38
39
40 41

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.