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Trane Technologies

897 hedge funds and large institutions have $28.3B invested in Trane Technologies in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 272 increasing their positions, 299 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $23.8B → $28.3B (+$4.47B)

14% more funds holding

Funds holding: 790897 (+107)

9% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 299

2.19% less ownership

Funds ownership: 82.26%80.07% (-2.2%)

26% less call options, than puts

Call options by funds: $54M | Put options by funds: $72.9M

Holders
897
Holders Change
+107
Holders Change %
+13.54%
% of All Funds
15.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
162
Increased
272
Reduced
299
Closed
47
Calls
$54M
Puts
$72.9M
Net Calls
-$19M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.6B +$110M +798,631 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.59B -$12.3M -88,857 -0.5%
State Street
3
State Street
Massachusetts
$1.7B +$7.6M +55,007 +0.5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.64B -$721M -5,218,688 -32%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.56B -$7.88M -57,026 -0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.45B +$472M +3,421,200 +52%
Ameriprise
7
Ameriprise
Minnesota
$1.07B -$36.3M -262,765 -3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.03B +$4.26M +30,822 +0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$639M -$87.5M -633,376 -13%
N
10
Nuveen
North Carolina
$591M -$32.7M -236,443 -5%
Invesco
11
Invesco
Georgia
$588M -$78.4M -567,604 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$587M +$26.4M +190,966 +5%
Bank of America
13
Bank of America
North Carolina
$564M -$62.1M -449,510 -10%
KBC Group
14
KBC Group
Belgium
$525M +$15.8M +114,562 +21%
Northern Trust
15
Northern Trust
Illinois
$415M -$3.24M -23,451 -0.8%
Norges Bank
16
Norges Bank
Norway
$410M -$10.7M -77,340 -3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$326M +$1.59M +11,506 +0.5%
Legal & General Group
18
Legal & General Group
United Kingdom
$309M +$22M +159,290 +8%
GIM
19
Generation Investment Management
United Kingdom
$306M -$173M -1,251,965 -37%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$303M -$31M -224,365 -10%
UBS AM
21
UBS AM
Illinois
$270M -$165M -1,195,070 -39%
Federated Hermes
22
Federated Hermes
Pennsylvania
$270M +$42.3M +306,090 +20%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$255M +$16M +115,934 +7%
Morgan Stanley
24
Morgan Stanley
New York
$207M +$15.5M +112,133 +9%
Impax Asset Management Group
25
Impax Asset Management Group
United Kingdom
$179M +$23.1M +167,103 +16%

TT Hedge Fund Activity: Q4 2020 in Review

897 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Trane Technologies (TT) for Q4 2020, worth a combined $28.3B — up 19% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TT positions and 47 closed out — a net gain of 115 holders — while 272 added to existing stakes and 299 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $472M. The largest seller was Wellington Management Group, cutting an estimated $721M.

  • 897 institutional investors held Trane Technologies (TT) as of Q4 2020, up from 790 in Q3 2020.
  • Funds reported $28.3B of Trane Technologies stock for Q4 2020, up 19% quarter-over-quarter.
  • 162 funds opened new Trane Technologies positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Trane Technologies buyer in Q4 2020 was Fidelity Investments, an estimated $472M added.
  • The largest Trane Technologies seller in Q4 2020 was Wellington Management Group, an estimated $721M sold.

Based on aggregated 13F filings for Q4 2020.