We are live on ! Find out more
TDG icon

TransDigm Group

484 hedge funds and large institutions have $19.1B invested in TransDigm Group in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 196 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $17.3B → $19.1B (+$1.75B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 455484 (+29)

0% less call options, than puts

Call options by funds: $130M | Put options by funds: $131M

2.42% less ownership

Funds ownership: 108.24%105.82% (-2.4%)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 196

Holders
484
Holders Change
+29
Holders Change %
+6.37%
% of All Funds
11.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
55
Increased
141
Reduced
196
Closed
24
Calls
$130M
Puts
$131M
Net Calls
-$538K
Net Calls Change
-$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
251
Neuberger Berman Group
New York
$1.34M
LPL Financial
252
LPL Financial
California
$1.34M +$58.2K +177 +5%
UH
253
Unigestion Holding
Switzerland
$1.28M +$1.22M +3,705 New
AA
254
Ancora Advisors
Ohio
$1.27M -$36.1K -110 -3%
BRC
255
Bishop Rock Capital
New York
$1.26M -$1.21M -3,696 -50%
PMAM
256
Picton Mahoney Asset Management
Ontario, Canada
$1.24M
NAM
257
Nissay Asset Management
Japan
$1.24M +$16.1K +49 +1%
Stifel Financial
258
Stifel Financial
Missouri
$1.24M +$57.5K +175 +5%
PCM
259
Prelude Capital Management
New York
$1.24M +$1.18M +3,586 New
WAM
260
World Asset Management
Michigan
$1.19M +$29.6K +90 +3%
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$1.13M
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$1.13M -$125K -381 -10%
SAM
263
Shell Asset Management
Netherlands
$1.13M -$118K -358 -10%
Baird Financial Group
264
Baird Financial Group
Wisconsin
$1.12M -$6.24K -19 -0.6%
HI
265
Horizon Investments
North Carolina
$1.12M +$1.07M +3,251 New
SIM
266
Sentry Investment Management
Wisconsin
$1.11M -$41.4K -126 -4%
WBC
267
Westpac Banking Corp
Australia
$1.1M
MCM
268
Mainstay Capital Management
Michigan
$1.1M -$42.7K -130 -4%
GCM
269
Graham Capital Management
Connecticut
$1.05M +$999K +3,041 New
MERSOM
270
Municipal Employees' Retirement System of Michigan
Michigan
$1.03M -$92K -280 -9%
ERSOT
271
Employees Retirement System of Texas
Texas
$1.03M
DC
272
Diametric Capital
Massachusetts
$1.02M +$975K +2,966 New
LSERS
273
Louisiana State Employees Retirement System
Louisiana
$1M -$32.9K -100 -3%
Jane Street
274
Jane Street
New York
$985K -$3.43M -10,454 -79%
PAM
275
Panagora Asset Management
Massachusetts
$977K +$284K +863 +44%

TDG Hedge Fund Activity: Q2 2018 in Review

484 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2018, worth a combined $19.1B — up 10% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TDG positions and 24 closed out — a net gain of 31 holders — while 141 added to existing stakes and 196 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Viking Global Investors, exiting entirely with an estimated $322M sold.

  • 484 institutional investors held TransDigm Group (TDG) as of Q2 2018, up from 455 in Q1 2018.
  • Funds reported $19.1B of TransDigm Group stock for Q2 2018, up 10% quarter-over-quarter.
  • 55 funds opened new TransDigm Group positions in Q2 2018 and 24 closed out, a net change of +31 holders.
  • The largest TransDigm Group buyer in Q2 2018 was Fidelity Investments, an estimated $124M added.
  • The largest TransDigm Group seller in Q2 2018 was Viking Global Investors, an estimated $322M sold.

Based on aggregated 13F filings for Q2 2018.