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TransDigm Group
TDG

409 hedge funds and large institutions have $15.1B invested in TransDigm Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 151 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

3% more funds holding

Funds holding: 397 → 409 (+12)

1.46% less ownership

Funds ownership: 115.39% → 113.94% (-1.5%)

7% less capital invested

Capital invested by funds: $16.1B → $15.1B (-$1.06B)

13% less call options, than puts

Call options by funds: $163M | Put options by funds: $187M

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 151

25% less funds holding in top 10

Funds holding in top 10: 28 → 21 (-7)

Holders
409
Holders Change
+12
Holders Change %
+3.02%
% of All Funds
10.2%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
47
Increased
128
Reduced
151
Closed
28
Calls
$163M
Puts
$187M
Net Calls
-$24.6M
Net Calls Change
+$37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$478M
2
DCP
Darsana Capital Partners
New York
+$49.8M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$49.2M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$35.5M
5
BlackRock
BlackRock
New York
+$31.1M

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
-$200M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$155M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$144M
4
Citigroup
Citigroup
New York
-$94.8M
5
MRCP
Manor Road Capital Partners
New York
-$74.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
251
Global Endowment Management
North Carolina
$747K +$81.2K +300 +11%
LPL Financial
252
LPL Financial
California
$743K +$297K +1,099 +61%
SAA
253
Southeast Asset Advisors
Georgia
$700K -$14.3K -53 -2%
Rafferty Asset Management
254
Rafferty Asset Management
New York
$697K +$738K +2,727 New
LFAS
255
Level Four Advisory Services
Texas
$691K +$290K +1,072 +66%
BFIM
256
Beese Fulmer Investment Management
Ohio
$681K +$12.7K +47 +2%
V
257
Veritable
Delaware
$666K -$2.71K -10 -0.4%
TYCC
258
Texas Yale Capital Corp
Florida
$662K – – –
DLA
259
Douglas Lane & Associates
New York
$647K -$20.3K -75 -3%
EP
260
Elkfork Partners
Oregon
$643K +$46K +170 +7%
PP
261
Paloma Partners
Connecticut
$640K -$613K -2,266 -48%
MERSOM
262
Municipal Employees' Retirement System of Michigan
Michigan
$632K -$94.7K -350 -12%
PAM
263
Panagora Asset Management
Massachusetts
$627K +$60.6K +224 +10%
Nomura Holdings
264
Nomura Holdings
Japan
$625K -$323K -1,194 -33%
SAM
265
Shell Asset Management
Netherlands
$624K -$194K -718 -23%
CSS
266
Cubist Systematic Strategies
Connecticut
$623K +$660K +2,437 New
AIM
267
Achmea Investment Management
Netherlands
$621K – – –
LSA
268
L & S Advisors
California
$619K -$24.4K -90 -4%
AAF
269
Andra AP-fonden
Sweden
$614K -$217K -800 -25%
JMPWA
270
JP Morgan Private Wealth Advisors
California
$612K – – –
LIA
271
LS Investment Advisors
Michigan
$607K +$29.8K +110 +5%
Bessemer Group
272
Bessemer Group
New Jersey
$597K -$41.1K -152 -6%
CG
273
Cutler Group
California
$595K -$2.05M -7,577 -76%
PCIG
274
Partners Capital Investment Group
Massachusetts
$574K +$608K +2,246 New
Cerity Partners
275
Cerity Partners
New York
$567K -$953K -3,520 -61%
9 10
11
12 13

TDG Hedge Fund Activity: Q3 2017 in Review

409 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2017, worth a combined $15.1B — down 6.6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TDG positions and 28 closed out — a net gain of 19 holders — while 128 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $478M. The largest seller was Tiger Global Management, cutting an estimated $200M.

  • 409 institutional investors held TransDigm Group (TDG) as of Q3 2017, up from 397 in Q2 2017.
  • Funds reported $15.1B of TransDigm Group stock for Q3 2017, down 6.6% quarter-over-quarter.
  • 47 funds opened new TransDigm Group positions in Q3 2017 and 28 closed out, a net change of +19 holders.
  • The largest TransDigm Group buyer in Q3 2017 was Morgan Stanley, an estimated $478M added.
  • The largest TransDigm Group seller in Q3 2017 was Tiger Global Management, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2017.