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Trane Technologies

1,004 hedge funds and large institutions have $35.3B invested in Trane Technologies in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 337 increasing their positions, 358 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

42% more call options, than puts

Call options by funds: $42.5M | Put options by funds: $29.9M

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

9% more capital invested

Capital invested by funds: $32.4B → $35.3B (+$2.96B)

4% more funds holding

Funds holding: 9671,004 (+37)

1.9% more ownership

Funds ownership: 81.59%83.49% (+1.9%)

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 358

Holders
1,004
Holders Change
+37
Holders Change %
+3.83%
% of All Funds
16%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
110
Increased
337
Reduced
358
Closed
55
Calls
$42.5M
Puts
$29.9M
Net Calls
+$12.6M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
76
Axa
France
$54.2M +$10.7M +58,907 +25%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$53.4M -$3.69M -20,348 -7%
MHC
78
Meyer Handelman Company
New York
$52.9M -$2.52M -13,900 -5%
ACA
79
Anchor Capital Advisors
Massachusetts
$52.8M -$514K -2,831 -1%
AllianceBernstein
80
AllianceBernstein
Tennessee
$52.6M -$20.8M -114,833 -29%
Citigroup
81
Citigroup
New York
$52.2M +$11.7M +64,496 +29%
TAM
82
Trillium Asset Management
Massachusetts
$52M -$7.43M -40,919 -13%
ClearBridge Investments
83
ClearBridge Investments
New York
$52M -$5.19M -28,568 -9%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$51.1M -$984K -5,420 -2%
Aviva
85
Aviva
United Kingdom
$49.5M +$6.77M +37,314 +16%
Vontobel Holding
86
Vontobel Holding
Switzerland
$46.8M +$118K +649 +0.3%
AIM
87
Achmea Investment Management
Netherlands
$44.4M +$871K +4,800 +2%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$44.1M -$775K -4,272 -2%
AAP
89
Aristotle Atlantic Partners
Florida
$44M -$266K -1,463 -0.6%
BCIM
90
British Columbia Investment Management
British Columbia, Canada
$42.7M +$2.13M +11,744 +5%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$41.8M -$1.05M -5,790 -2%
Acadian Asset Management
92
Acadian Asset Management
Massachusetts
$40.2M +$16.9M +93,119 +74%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$40.1M +$8.89M +48,988 +23%
ACM
94
Advisors Capital Management
New Jersey
$39.2M -$1.1M -6,066 -3%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.1M -$10.5M -58,078 -21%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$39M +$19.4M +106,705 +101%
MWM
97
Moran Wealth Management
Florida
$37.8M -$265K -1,458 -0.7%
Corient Private Wealth
98
Corient Private Wealth
Florida
$36.7M +$2.1M +11,566 +6%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$36.3M +$5.07M +27,939 +16%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$33.9M +$12.6M +69,280 +60%

TT Hedge Fund Activity: Q1 2023 in Review

1,004 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q1 2023, worth a combined $35.3B — up 9.1% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new TT positions and 55 closed out — a net gain of 55 holders — while 337 added to existing stakes and 358 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $722M. The largest seller was Massachusetts Financial Services, cutting an estimated $246M.

  • 1,004 institutional investors held Trane Technologies (TT) as of Q1 2023, up from 967 in Q4 2022.
  • Funds reported $35.3B of Trane Technologies stock for Q1 2023, up 9.1% quarter-over-quarter.
  • 110 funds opened new Trane Technologies positions in Q1 2023 and 55 closed out, a net change of +55 holders.
  • The largest Trane Technologies buyer in Q1 2023 was Fidelity Investments, an estimated $722M added.
  • The largest Trane Technologies seller in Q1 2023 was Massachusetts Financial Services, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2023.