We are live on ! Find out more
TDG icon

TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
276
Verition Fund Management
Connecticut
$8.81M +$4.77M +3,667 +146%
AA
277
Ancora Advisors
Ohio
$8.8M +$913K +702 +13%
EP
278
Edgestream Partners
New Jersey
$8.73M +$1.19M +918 +18%
SA
279
Sanctuary Advisors
Indiana
$8.65M +$5.79M +4,452 +185%
BP
280
Broadleaf Partners
Ohio
$8.54M -$37.7K -29 -0.5%
KCM
281
Kennedy Capital Management
Missouri
$8.53M +$2.38M +1,828 +44%
Pacer Advisors
282
Pacer Advisors
Pennsylvania
$8.51M +$1.7M +1,311 +28%
Creative Planning
283
Creative Planning
Kansas
$8.34M +$289K +222 +4%
Walleye Trading
284
Walleye Trading
New York
$8.3M +$529K +407 +8%
KeyBank National Association
285
KeyBank National Association
Ohio
$8.23M +$196K +151 +3%
GP
286
Geneva Partners
Wisconsin
$8.19M +$49.4K +38 +0.7%
NG
287
NatWest Group
United Kingdom
$8.11M +$1.55M +1,189 +26%
ASN
288
Advisory Services Network
Georgia
$8.06M
MIF
289
Mediolanum International Funds
Ireland
$8.06M +$1.23M +944 +20%
II
290
IFM Investors
Australia
$7.96M -$75.4K -58 -1%
BOC
291
Barbara Oil Co
Illinois
$7.94M
Thrivent Financial for Lutherans
292
Thrivent Financial for Lutherans
Minnesota
$7.92M -$3.99M -3,069 -36%
SWM
293
Spire Wealth Management
Virginia
$7.89M +$6.9M +5,309 +2,381%
ET
294
Equitable Trust
Tennessee
$7.87M -$440K -338 -6%
Wealthfront Advisers
295
Wealthfront Advisers
California
$7.73M -$109K -84 -2%
QT
296
Quantbot Technologies
New York
$7.67M -$8.32M -6,402 -54%
Wealth Enhancement Advisory Services
297
Wealth Enhancement Advisory Services
Minnesota
$7.45M +$1.72M +1,322 +34%
MML Investors Services
298
MML Investors Services
Massachusetts
$7.45M +$494K +380 +8%
CIBC World Market
299
CIBC World Market
Ontario, Canada
$7.43M +$185K +142 +3%
ClearBridge Investments
300
ClearBridge Investments
New York
$7.3M +$493K +379 +8%

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.