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Trane Technologies

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: 1620 (+4)

22% more capital invested

Capital invested by funds: $38.6B → $47.1B (+$8.53B)

13% more funds holding

Funds holding: 1,0511,189 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.82B -$196M -897,498 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.56B +$19.5M +89,351 +0.5%
JP Morgan Chase
3
JP Morgan Chase
New York
$4.22B +$49.8M +227,535 +1%
State Street
4
State Street
Massachusetts
$2.44B +$71.8M +328,256 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.84B +$394M +1,798,880 +31%
Morgan Stanley
6
Morgan Stanley
New York
$1.45B +$686M +3,135,464 +112%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.24B +$25.9M +118,193 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$966M -$78M -356,475 -8%
Ameriprise
9
Ameriprise
Minnesota
$922M -$59.7M -272,720 -7%
N
10
Nuveen
North Carolina
$748M +$115M +524,361 +21%
GIM
11
Generation Investment Management
United Kingdom
$738M -$206M -943,549 -24%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$661M -$104M -476,305 -15%
Norges Bank
13
Norges Bank
Norway
$656M +$8.3M +37,923 +1%
Northern Trust
14
Northern Trust
Illinois
$581M -$30.3M -138,380 -5%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$564M -$61.5M -280,994 -11%
Capital World Investors
16
Capital World Investors
California
$531M +$2.61M +11,930 +0.6%
Fisher Asset Management
17
Fisher Asset Management
Washington
$508M -$8.58M -39,235 -2%
AIM
18
Alphinity Investment Management
Australia
$492M +$45M +205,882 +11%
UBS AM
19
UBS AM
Illinois
$473M +$10.9M +49,652 +3%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$467M -$32M -146,286 -7%
Invesco
21
Invesco
Georgia
$467M -$108M -492,196 -20%
Legal & General Group
22
Legal & General Group
United Kingdom
$429M +$394K +1,801 +0.1%
OTPPB
23
Ontario Teachers' Pension Plan Board
Ontario, Canada
$428M -$90.8M -415,034 -19%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$415M -$42.6M -194,900 -10%
Bank of America
25
Bank of America
North Carolina
$414M -$25.3M -115,425 -6%

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.