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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
TFM
1051
TFC Financial Management
Massachusetts
$59.5K +$438 +2 +0.8%
SAM
1052
Smartleaf Asset Management
Massachusetts
$59.5K +$53.4K +244 New
AF
1053
Advisornet Financial
Minnesota
$56.3K +$875 +4 +2%
RWM
1054
Ruedi Wealth Management
Illinois
$53.9K – – –
OC
1055
Oakworth Capital
Alabama
$51.5K – – –
AWM
1056
Avondale Wealth Management
Texas
$48.8K – – –
FP
1057
Financial Perspectives
Minnesota
$48.8K – – –
RAM
1058
Riggs Asset Management
Pennsylvania
$48.8K – – –
CAL
1059
Capital Analysts LLC
Pennsylvania
$48K – – –
SWS
1060
SYSTM Wealth Solutions
Illinois
$47.7K +$42.7K +195 New
AA
1061
Ancora Advisors
Ohio
$47.6K – – –
MHR
1062
Matthew Hamilton Rosenberg
$46.8K +$8.97K +41 +27%
FMII
1063
Farmers & Merchants Investments Inc
Nebraska
$45.6K – – –
GCM
1064
Gables Capital Management
Florida
$45.1K +$16.4K +75 +68%
MCM
1065
MV Capital Management
Maryland
$44.9K +$656 +3 +2%
PP
1066
PFS Partners
New Jersey
$44.7K – – –
DCM
1067
Davis Capital Management
Florida
$44.4K +$39.8K +182 New
SC
1068
SouthState Corp
Florida
$43.2K – – –
LOIP
1069
Live Oak Investment Partners
Texas
$42.9K – – –
HCP
1070
Hexagon Capital Partners
Arkansas
$42.2K +$3.94K +18 +12%
GKIM
1071
GW&K Investment Management
Massachusetts
$42K +$875 +4 +2%
CAL
1072
Capital Advisors Ltd
Ohio
$38K – – –
RFG
1073
RFP Financial Group
Georgia
$37.1K – – –
WBC
1074
West Branch Capital
Massachusetts
$36.6K – – –
JWA
1075
JFS Wealth Advisors
Pennsylvania
$36.1K +$2.63K +12 +9%
41 42
43
44 45

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.