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
DLA
301
Douglas Lane & Associates
New York
$770K
GH
302
GAM Holding
Switzerland
$767K +$730K +2,222 New
Pacer Advisors
303
Pacer Advisors
Pennsylvania
$766K +$122K +372 +20%
AG
304
Advisor Group
Arizona
$748K -$134K -407 -16%
BAS
305
Brown Advisory Securities
Maryland
$724K +$4.93K +15 +0.7%
KRS
306
Kentucky Retirement Systems
Kentucky
$714K -$152K -463 -18%
AC
307
Alexandria Capital
Virginia
$702K
Cerity Partners
308
Cerity Partners
New York
$692K +$13.5K +41 +2%
AAMA
309
Advanced Asset Management Advisors
Ohio
$690K
SB
310
Suntrust Banks
Georgia
$688K -$143K -434 -18%
Caisse de Depot et Placement du Quebec (CDPQ)
311
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$676K -$131K -400 -17%
LMGAM
312
Liberty Mutual Group Asset Management
Massachusetts
$673K +$8.21K +25 +1%
DWA
313
Douglass Winthrop Advisors
New York
$667K
Creative Planning
314
Creative Planning
Kansas
$663K +$3.61K +11 +0.6%
GHCM
315
Glen Harbor Capital Management
California
$648K -$82.8K -252 -12%
LIA
316
LS Investment Advisors
Michigan
$641K -$61.8K -188 -9%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$633K
Jennison Associates
318
Jennison Associates
New York
$632K -$110K -335 -15%
NA
319
Navellier & Associates
Nevada
$613K
Wolverine Trading
320
Wolverine Trading
Illinois
$613K
SFA
321
Sequoia Financial Advisors
Ohio
$611K
RCM
322
Riverhead Capital Management
Delaware
$587K -$92K -280 -14%
B
323
Barings
North Carolina
$580K +$276K +840 +100%
AR
324
Advisory Research
Illinois
$576K +$548K +1,668 New
BNP Paribas Asset Management
325
BNP Paribas Asset Management
France
$562K -$11.2K -34 -2%

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.