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TransDigm Group
TDG

580 hedge funds and large institutions have $29.9B invested in TransDigm Group in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 184 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 49

30% more funds holding in top 10

Funds holding in top 10: 30 → 39 (+9)

18% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 184

8% more capital invested

Capital invested by funds: $27.6B → $29.9B (+$2.26B)

6% more funds holding

Funds holding: 548 → 580 (+32)

4% more call options, than puts

Call options by funds: $256M | Put options by funds: $247M

0.3% less ownership

Funds ownership: 99.71% → 99.41% (-0.3%)

Holders
580
Holders Change
+32
Holders Change %
+5.84%
% of All Funds
11.43%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.77%
New
90
Increased
217
Reduced
184
Closed
49
Calls
$256M
Puts
$247M
Net Calls
+$9.01M
Net Calls Change
+$265M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$161M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$114M
3
Capital World Investors
Capital World Investors
California
+$111M
4
FAM
Fred Alger Management
New York
+$97.3M
5
American Century Companies
American Century Companies
Missouri
+$75.5M

Top Sellers

Rank Fund Capital Flow
1
BP
Berkshire Partners
Massachusetts
-$444M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$147M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$38.2M
4
MG
Meritage Group
California
-$34.8M
5
ECU
Egerton Capital (UK)
United Kingdom
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
226
Barbara Oil Co
Illinois
$3.36M – – –
CWM
227
CIBC World Markets
New York
$3.3M -$820K -1,498 -20%
Ensign Peak Advisors
228
Ensign Peak Advisors
Utah
$3.28M +$3.2M +5,850 New
M&T Bank
229
M&T Bank
New York
$3.24M +$18.1K +33 +0.6%
CGH
230
Crossmark Global Holdings
Texas
$3.12M -$227K -415 -7%
CG
231
Colony Group
Massachusetts
$3.11M -$57.5K -105 -2%
FL
232
Fort LP
Maryland
$3.08M -$430K -786 -12%
Arrowstreet Capital
233
Arrowstreet Capital
Massachusetts
$3.08M +$2.13M +3,900 +244%
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$2.96M -$54.7K -100 -2%
SAM
235
Securian Asset Management
Minnesota
$2.83M -$121K -221 -4%
SICM
236
Sustainable Insight Capital Management
New York
$2.82M -$696K -1,272 -20%
SCP
237
Steamboat Capital Partners
New York
$2.8M -$49.8K -91 -2%
B
238
BP
United Kingdom
$2.8M – – –
TAF
239
Tredje AP-fonden
Sweden
$2.75M +$972K +1,776 +62%
II
240
IFM Investors
Australia
$2.71M -$156K -285 -6%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$2.68M +$1.44M +2,628 +122%
TRSOTSOK
242
Teachers Retirement System of the State of Kentucky
Kentucky
$2.66M – – –
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$2.61M +$71.2K +130 +3%
AAF
244
Andra AP-fonden
Sweden
$2.58M -$1.31M -2,400 -34%
WBC
245
Westpac Banking Corp
Australia
$2.54M – – –
TCM
246
Tributary Capital Management
Nebraska
$2.54M -$54.7K -100 -2%
AA
247
Ancora Advisors
Ohio
$2.51M +$111K +202 +5%
NG
248
NWK Group
California
$2.47M +$2.42M +4,416 New
LSA
249
L & S Advisors
California
$2.42M +$77.7K +142 +3%
FC
250
FORA Capital
Florida
$2.33M +$2.27M +4,153 New
8 9
10
11 12

TDG Hedge Fund Activity: Q4 2019 in Review

580 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2019, worth a combined $29.9B — up 8.2% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TDG positions and 49 closed out — a net gain of 41 holders — while 217 added to existing stakes and 184 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $161M. The largest seller was Berkshire Partners, cutting an estimated $444M.

  • 580 institutional investors held TransDigm Group (TDG) as of Q4 2019, up from 548 in Q3 2019.
  • Funds reported $29.9B of TransDigm Group stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 90 funds opened new TransDigm Group positions in Q4 2019 and 49 closed out, a net change of +41 holders.
  • The largest TransDigm Group buyer in Q4 2019 was Capital Research Global Investors, an estimated $161M added.
  • The largest TransDigm Group seller in Q4 2019 was Berkshire Partners, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2019.