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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
FCAS
1151
First Command Advisory Services
Texas
$5.61K +$5.03K +23 New
LF
1152
Lee Financial
Texas
$5.37K – – –
CWM
1153
Cedar Wealth Management
California
$5.12K – – –
HIA
1154
Harbor Investment Advisory
Maryland
$5.12K – – –
CHA
1155
Carmichael Hill & Associates
Maryland
$4.88K – – –
CPG
1156
Cornerstone Planning Group
New Jersey
$4.63K -$1.31K -6 -24%
DAC
1157
Dividend Assets Capital
South Carolina
$4K – – –
TFA
1158
Transamerica Financial Advisors
Florida
$4K +$219 +1 +6%
RS
1159
Rakuten Securities
Japan
$3.9K +$3.5K +16 New
BAM
1160
Byrne Asset Management
New Jersey
$3.58K – – –
OLVIG
1161
Oliver Lagore Vanvalin Investment Group
Michigan
$3.42K – – –
PVH
1162
Psagot Value Holdings
Israel
$3K – – –
VF
1163
VitalStone Financial
Texas
$3K +$2.41K +11 New
CTB
1164
Country Trust Bank
Illinois
$2.93K – – –
UFF
1165
USA Financial Formulas
Michigan
$2.93K – – –
BC
1166
Broadwater Capital
Massachusetts
$2.68K +$2.41K +11 New
FRA
1167
Frank Rimerman Advisors
California
$2.68K +$2.41K +11 New
KFI
1168
Key Financial Inc
Pennsylvania
$2.44K – – –
PIS
1169
POM Investment Strategies
North Carolina
$2.44K +$2.19K +10 New
FFA
1170
Frazier Financial Advisors
Ohio
$1.71K +$1.53K +7 New
JFGIW
1171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.71K +$1.53K +7 New
SIS
1172
Sound Income Strategies
Florida
$1.71K – – –
VWA
1173
Valued Wealth Advisors
Utah
$1.42K +$1.53K +7 New
TWD
1174
True Wealth Design
Ohio
$1.22K – – –
WWM
1175
Wolff Wiese Magana
California
$1.22K – – –
45 46
47
48 49

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.