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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
SB
276
Suntrust Banks
Georgia
$557K +$119K +440 +25%
ST
277
Spot Trading
Illinois
$557K +$590K +2,180 New
Creative Planning
278
Creative Planning
Kansas
$553K +$71.4K +264 +14%
BAS
279
Brown Advisory Securities
Maryland
$546K – – –
VIA
280
Virtus Investment Advisers
Connecticut
$538K -$64.1K -237 -10%
GHCM
281
Glen Harbor Capital Management
California
$530K +$37.9K +140 +7%
FC
282
FIC Capital
New York
$520K -$6.77K -25 -1%
VFPI
283
Vantage Financial Partners (Illinois)
Illinois
$513K – – –
HTC
284
Haverford Trust Company
Pennsylvania
$511K – – –
Allianz Asset Management
285
Allianz Asset Management
Germany
$511K +$540K +1,996 New
LMGAM
286
Liberty Mutual Group Asset Management
Massachusetts
$506K -$355K -1,312 -40%
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$488K +$16.2K +60 +3%
CI
288
Cigna Investments
Connecticut
$486K -$7.85K -29 -2%
RCM
289
Riverhead Capital Management
Delaware
$486K +$54.1K +200 +12%
O
290
OppenheimerFunds
New York
$481K +$70.1K +259 +16%
PAG
291
Private Advisor Group
New Jersey
$467K +$474K +1,753 New
JG
292
Jefferies Group
New York
$456K -$3.61M -13,334 -88%
NA
293
Navellier & Associates
Nevada
$454K – – –
SFA
294
Sequoia Financial Advisors
Ohio
$452K +$195K +719 +68%
Envestnet Asset Management
295
Envestnet Asset Management
Illinois
$451K -$10.8K -40 -2%
JIP
296
Jaffetilchin Investment Partners
Florida
$442K +$468K +1,729 New
OMCS
297
Old Mutual Customised Solutions
South Africa
$440K – – –
IPAM
298
ICICI Prudential Asset Management
India
$435K – – –
PP
299
Prudential plc
United Kingdom
$435K – – –
AC
300
Addison Capital
Pennsylvania
$432K -$86.3K -319 -16%
10 11
12
13 14

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.