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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
AA
1001
Alta Advisers
United Kingdom
$171K – – –
AP
1002
Atwood & Palmer
Missouri
$171K – – –
CWM
1003
Compass Wealth Management
Connecticut
$171K – – –
Fuller & Thaler Asset Management
1004
Fuller & Thaler Asset Management
California
$165K +$133K +610 +938%
PMFA
1005
Plante Moran Financial Advisors
Michigan
$163K +$656 +3 +0.5%
AAM
1006
Advisors Asset Management
Colorado
$160K +$144K +658 New
FMP
1007
Financial Management Professionals
Texas
$159K – – –
ST
1008
Smithfield Trust
Pennsylvania
$155K – – –
DSC
1009
Duncker Streett & Co
Missouri
$146K – – –
PAS
1010
Point72 Asia (Singapore)
Singapore
$142K +$128K +583 New
TWM
1011
Tradition Wealth Management
Minnesota
$140K -$875 -4 -0.7%
GWM
1012
Geneos Wealth Management
Colorado
$140K +$656 +3 +0.5%
ICM
1013
Intrepid Capital Management
Florida
$139K – – –
NSIM
1014
North Star Investment Management
Illinois
$137K – – –
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
$136K +$17.7K +81 +17%
VWM
1016
Venturi Wealth Management
Texas
$131K +$84.2K +385 +255%
GIA
1017
GHP Investment Advisors
Colorado
$128K -$26.9K -123 -19%
HI
1018
Harbour Investments
Wisconsin
$126K +$1.53K +7 +1%
LCM
1019
Logan Capital Management
Pennsylvania
$122K – – –
MA
1020
MCF Advisors
Kentucky
$122K – – –
VAG
1021
VisionPoint Advisory Group
Texas
$120K +$89.3K +408 +492%
SPWM
1022
Spartan Planning & Wealth Management
North Carolina
$119K -$378K -1,730 -78%
ACA
1023
Atlas Capital Advisors
Wyoming
$117K – – –
PP
1024
Pacifica Partners
Canada
$115K – – –
CSB
1025
City State Bank
Iowa
$110K – – –
39 40
41
42 43

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.