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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
MCIM
301
Meadow Creek Investment Management
Georgia
$416K +$29.8K +110 +7%
EMG
302
ETF Managers Group
New Jersey
$405K +$203K +750 +90%
Daiwa Securities Group
303
Daiwa Securities Group
Japan
$402K +$5.68K +21 +1%
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$389K +$17.3K +64 +4%
II
305
IFM Investors
Australia
$386K +$3.52K +13 +0.9%
TP
306
Truvvo Partners
New York
$377K – – –
SFP
307
Shepherd Financial Partners
Massachusetts
$373K +$379K +1,400 New
PTC
308
Private Trust Company
Ohio
$369K +$391K +1,444 New
SWP
309
Stratos Wealth Partners
Ohio
$345K -$7.31K -27 -2%
PCM
310
Prelude Capital Management
New York
$343K +$363K +1,342 New
RJT
311
Raymond James Trust
Florida
$342K – – –
PA
312
Profund Advisors
Maryland
$341K – – –
KRSITF
313
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$331K -$12.4K -46 -3%
CC
314
ClearArc Capital
Ohio
$322K +$22.5K +83 +7%
MYAM
315
Meiji Yasuda Asset Management
Japan
$317K -$514K -1,901 -61%
EWM
316
Evercore Wealth Management
New York
$316K – – –
AT
317
Arden Trust
Delaware
$312K -$4.06K -15 -1%
FCM
318
Flinton Capital Management
Pennsylvania
$303K +$21.6K +80 +7%
VIA
319
Vident Investment Advisory
Georgia
$301K +$137K +507 +75%
WG
320
Winton Group
United Kingdom
$290K -$722K -2,667 -70%
AIP
321
Ameritas Investment Partners
Nebraska
$287K – – –
First Manhattan
322
First Manhattan
New York
$286K – – –
NI
323
Numeric Investors
Massachusetts
$281K +$298K +1,100 New
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$267K +$46.8K +173 +20%
LS
325
Livforsakringsbolaget Skandia
Sweden
$266K – – –
11 12
13
14 15

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.