We are live on ! Find out more
TT icon

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
VAS
976
Valicenti Advisory Services
New York
$207K +$186K +850 New
QC
977
Quent Capital
New York
$207K +$5.91K +27 +3%
LWM
978
Lyell Wealth Management
California
$206K +$184K +843 New
WSTAM
979
Wilbanks Smith & Thomas Asset Management
Virginia
$205K +$184K +842 New
QFA
980
Quantum Financial Advisors
California
$205K +$184K +841 New
LAS
981
LWM Advisory Services
Florida
$205K +$184K +840 New
FCP
982
Fidelis Capital Partners
Florida
$205K +$184K +839 New
BB
983
Busey Bank
Illinois
$204K +$183K +836 New
GVAG
984
Great Valley Advisor Group
Delaware
$203K +$183K +835 New
AWM
985
Avior Wealth Management
Nebraska
$203K +$143K +654 +369%
SWM
986
SilverOak Wealth Management
Minnesota
$202K +$182K +830 New
DI
987
DFPG Investments
Utah
$202K +$187K +857 New
LAM
988
L2 Asset Management
Massachusetts
$200K +$180K +821 New
HBW
989
Hazlett, Burt & Watson
West Virginia
$198K – – –
AA
990
Addison Advisors
Vermont
$195K – – –
WTA
991
Washington Trust Advisors
Massachusetts
$195K – – –
UIA
992
Ulland Investment Advisors
Minnesota
$195K – – –
CT
993
Cambridge Trust
Massachusetts
$183K -$5.47K -25 -3%
WT
994
Washington Trust
Rhode Island
$183K – – –
CFO
995
CVA Family Office
Colorado
$182K +$164K +748 New
PFBT
996
Parkside Financial Bank & Trust
Missouri
$180K +$19.3K +88 +14%
BWP
997
Baldwin Wealth Partners
Massachusetts
$178K – – –
SS
998
Sunbelt Securities
Texas
$178K +$875 +4 +0.6%
LFA
999
LGT Financial Advisors
Texas
$176K +$5.25K +24 +3%
MCM
1000
Manchester Capital Management
Vermont
$171K +$7K +32 +5%
38 39
40
41 42

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.