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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
TCWA
1126
Turtle Creek Wealth Advisors
Texas
$11.7K +$10.5K +48 New
BWL
1127
Bogart Wealth LLC
Virginia
$11.5K – – –
IPW
1128
Impact Partnership Wealth
Georgia
$11.2K -$14.4K -66 -59%
EC
1129
EdgeRock Capital
Colorado
$10.8K +$8.53K +39 New
FGAM
1130
Financial Gravity Asset Management
Texas
$9.76K +$8.75K +40 New
AGWCA
1131
Annis Gardner Whiting Capital Advisors
Florida
$9.51K – – –
HWA
1132
HHM Wealth Advisors
Tennessee
$9.27K – – –
BG
1133
Bollard Group
Massachusetts
$9K – – –
LIWM
1134
Long Island Wealth Management
New York
$9K +$8.31K +38 New
SWA
1135
SOA Wealth Advisors
New York
$8.78K -$21.2K -97 -73%
PC
1136
Pier Capital
Connecticut
$8.78K – – –
EAM
1137
Eukles Asset Management
Ohio
$8.54K – – –
GA
1138
GoalVest Advisory
New York
$8.54K +$5.47K +25 +250%
MSFP
1139
Mark Sheptoff Financial Planning
Connecticut
$8.29K – – –
IGWM
1140
ICA Group Wealth Management
Colorado
$8.05K +$7.22K +33 New
AP
1141
Aspect Partners
Virginia
$7.8K +$7K +32 New
AWM
1142
Abound Wealth Management
Tennessee
$7.08K -$875 -4 -12%
SIC
1143
SJS Investment Consulting
Ohio
$7.07K -$875 -4 -12%
PPC
1144
Park Place Capital
Alabama
$7.07K -$88.8K -406 -93%
NCM
1145
Northwest Capital Management
Oregon
$7.07K – – –
AWM
1146
Able Wealth Management
New Jersey
$7.07K +$6.34K +29 New
AW
1147
Avion Wealth
Texas
$7K -$656 -3 -9%
CSC
1148
Caldwell Sutter Capital
California
$6.1K – – –
DPW
1149
DiNuzzo Private Wealth
Pennsylvania
$5.85K +$5.25K +24 New
DF
1150
Dunhill Financial
United Kingdom
$5.69K +$5.03K +23 New
44 45
46
47 48

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.