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TransDigm Group
TDG

548 hedge funds and large institutions have $27.6B invested in TransDigm Group in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 208 increasing their positions, 187 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

11% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 187

7% more capital invested

Capital invested by funds: $25.9B → $27.6B (+$1.71B)

6% more funds holding

Funds holding: 516 → 548 (+32)

1.1% less ownership

Funds ownership: 100.81% → 99.71% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 31 → 30 (-1)

63% less call options, than puts

Call options by funds: $150M | Put options by funds: $405M

Holders
548
Holders Change
+32
Holders Change %
+6.2%
% of All Funds
12.02%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.66%
New
69
Increased
208
Reduced
187
Closed
35
Calls
$150M
Puts
$405M
Net Calls
-$256M
Net Calls Change
+$122M

Top Buyers

Rank Fund Capital Flow
1
ECU
Egerton Capital (UK)
United Kingdom
+$187M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$171M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$162M
4
FAM
Fred Alger Management
New York
+$126M
5
SCM
Steadfast Capital Management
New York
+$117M

Top Sellers

Rank Fund Capital Flow
1
BP
Berkshire Partners
Massachusetts
-$425M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$188M
3
LPC
Lone Pine Capital
Connecticut
-$155M
4
SP
Stockbridge Partners
Massachusetts
-$145M
5
TCG
Tremblant Capital Group
Florida
-$64M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
226
LPL Financial
California
$2.88M +$45.1K +88 +2%
HIMCH
227
Hartford Investment Management Co (HIMCO)
Connecticut
$2.8M +$13.3K +26 +0.5%
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$2.77M +$419K +817 +18%
SAM
229
Securian Asset Management
Minnesota
$2.75M – – –
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$2.67M -$1.3M -2,536 -34%
II
231
IFM Investors
Australia
$2.66M +$811K +1,581 +45%
ACA
232
Aptus Capital Advisors
Alabama
$2.66M -$409K -798 -14%
SCP
233
Steamboat Capital Partners
New York
$2.65M +$2.61M +5,092 New
EGM
234
Engineers Gate Manager
New York
$2.63M +$2.59M +5,042 New
B
235
BP
United Kingdom
$2.6M – – –
TRSOTSOK
236
Teachers Retirement System of the State of Kentucky
Kentucky
$2.47M +$154K +300 +7%
TCM
237
Tributary Capital Management
Nebraska
$2.41M +$2.37M +4,630 New
CI
238
Capital International
California
$2.41M +$1.3M +2,537 +122%
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$2.36M -$40K -78 -2%
WBC
240
Westpac Banking Corp
Australia
$2.36M – – –
ARTA
241
A.R.T. Advisors
New York
$2.32M +$2.29M +4,464 New
JG
242
Jefferies Group
New York
$2.32M -$333K -650 -13%
CA
243
Commerzbank Aktiengesellschaft
Germany
$2.27M +$632K +1,233 +40%
RA
244
Rational Advisors
New York
$2.26M -$380K -742 -15%
Rafferty Asset Management
245
Rafferty Asset Management
New York
$2.25M +$438K +855 +25%
AA
246
Ancora Advisors
Ohio
$2.23M -$14.9K -29 -0.7%
TCM
247
Tuttle Capital Management
Connecticut
$2.21M +$2.1M +4,101 New
CSS
248
Cubist Systematic Strategies
Connecticut
$2.18M -$5.3M -10,340 -71%
LSA
249
L & S Advisors
California
$2.18M -$112K -218 -5%
KAS
250
Kemnay Advisory Services
New York
$2.14M -$1.63M -3,174 -44%
8 9
10
11 12

TDG Hedge Fund Activity: Q3 2019 in Review

548 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2019, worth a combined $27.6B — up 6.6% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TDG positions and 35 closed out — a net gain of 34 holders — while 208 added to existing stakes and 187 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $187M. The largest seller was Berkshire Partners, cutting an estimated $425M.

  • 548 institutional investors held TransDigm Group (TDG) as of Q3 2019, up from 516 in Q2 2019.
  • Funds reported $27.6B of TransDigm Group stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 69 funds opened new TransDigm Group positions in Q3 2019 and 35 closed out, a net change of +34 holders.
  • The largest TransDigm Group buyer in Q3 2019 was Egerton Capital (UK), an estimated $187M added.
  • The largest TransDigm Group seller in Q3 2019 was Berkshire Partners, an estimated $425M sold.

Based on aggregated 13F filings for Q3 2019.