TransDigm Group
332 hedge funds and large institutions have $10.3B invested in TransDigm Group in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 27 closing their positions.
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
2% more funds holding
Funds holding: 324 → 332 (+8)
5% more capital invested
Capital invested by funds: $9.81B → $10.3B (+$463M)
1.63% less ownership
Funds ownership: 101.72% → 100.09% (-1.6%)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
12% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 129
95% less call options, than puts
Call options by funds: $6.37M | Put options by funds: $130M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$125M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$119M |
| 3 |
Renaissance Technologies
New York
|
+$71.2M |
| 4 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
+$49.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$132M |
| 2 |
BP
Berkshire Partners
Boston,
Massachusetts
|
-$130M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$56.4M |
| 4 |
T
TOBAM
Paris,
France
|
-$46.3M |
| 5 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$45.3M |
TDG Hedge Fund Activity: Q4 2014 in Review
332 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2014, worth a combined $10.3B — up 4.7% from $9.81B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new TDG positions and 27 closed out — a net gain of 10 holders — while 113 added to existing stakes and 129 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $132M.
- 332 institutional investors held TransDigm Group (TDG) as of Q4 2014, up from 324 in Q3 2014.
- Funds reported $10.3B of TransDigm Group stock for Q4 2014, up 4.7% quarter-over-quarter.
- 37 funds opened new TransDigm Group positions in Q4 2014 and 27 closed out, a net change of +10 holders.
- The largest TransDigm Group buyer in Q4 2014 was Lord, Abbett & Co, an estimated $125M added.
- The largest TransDigm Group seller in Q4 2014 was Morgan Stanley, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2014.