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TransDigm Group

516 hedge funds and large institutions have $25.9B invested in TransDigm Group in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 179 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $24.1B → $25.9B (+$1.78B)

0.32% more ownership

Funds ownership: 100.48%100.81% (+0.32%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

4% less funds holding

Funds holding: 536516 (-20)

13% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 205

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

74% less call options, than puts

Call options by funds: $129M | Put options by funds: $507M

Holders
516
Holders Change
-20
Holders Change %
-3.73%
% of All Funds
11.21%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.67%
New
42
Increased
179
Reduced
205
Closed
58
Calls
$129M
Puts
$507M
Net Calls
-$377M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
301
Neuberger Berman Group
New York
$1.1M +$25.7K +55 +2%
Wealthfront Advisers
302
Wealthfront Advisers
California
$1.1M +$98.2K +210 +10%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$1.1M -$15.9K -34 -1%
HMS
304
Hanseatic Management Services
New Mexico
$1.05M -$5.61K -12 -0.5%
SB
305
Suntrust Banks
Georgia
$1.05M +$25.7K +55 +3%
V
306
Veritable
Delaware
$1.04M -$52.4K -112 -5%
DLA
307
Douglas Lane & Associates
New York
$1.03M -$23.4K -50 -2%
CI
308
Capital International
California
$1.01M -$369K -789 -27%
GCA
309
Gideon Capital Advisors
New York
$1.01M +$975K +2,085 New
SWP
310
Stratos Wealth Partners
Ohio
$972K +$392K +838 +72%
Hudson Bay Capital Management
311
Hudson Bay Capital Management
Connecticut
$968K +$936K +2,000 New
AC
312
Alexandria Capital
Virginia
$967K -$4.68K -10 -0.5%
LFAS
313
Level Four Advisory Services
Texas
$952K -$12.6K -27 -1%
Daiwa Securities Group
314
Daiwa Securities Group
Japan
$906K
HI
315
Horizon Investments
North Carolina
$900K +$871K +1,861 New
NMIMC
316
Northwestern Mutual Investment Management Company
Wisconsin
$898K -$2.59M -5,538 -75%
CB
317
Commerce Bank
Missouri
$897K +$266K +569 +44%
MME
318
Meag Munich Ergo
Germany
$896K
DC
319
Diametric Capital
Massachusetts
$893K -$794K -1,697 -48%
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$873K -$5.61K -12 -0.7%
Cerity Partners
321
Cerity Partners
New York
$868K -$92.2K -197 -10%
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
$864K +$836K +1,786 New
NA
323
Navellier & Associates
Nevada
$859K
Bessemer Group
324
Bessemer Group
New Jersey
$854K -$22K -47 -3%
MIFH
325
Migdal Insurance & Financial Holdings
Israel
$850K -$244K -522 -23%

TDG Hedge Fund Activity: Q2 2019 in Review

516 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2019, worth a combined $25.9B — up 7.4% from $24.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of TDG and 42 opened new positions — a net loss of 16 holders — while 205 trimmed existing stakes and 179 added.

The largest buyer was Nuveen, adding an estimated $246M. The largest seller was Principal Financial Group, cutting an estimated $73.5M.

  • 516 institutional investors held TransDigm Group (TDG) as of Q2 2019, down from 536 in Q1 2019.
  • Funds reported $25.9B of TransDigm Group stock for Q2 2019, up 7.4% quarter-over-quarter.
  • 42 funds opened new TransDigm Group positions in Q2 2019 and 58 closed out, a net change of -16 holders.
  • The largest TransDigm Group buyer in Q2 2019 was Nuveen, an estimated $246M added.
  • The largest TransDigm Group seller in Q2 2019 was Principal Financial Group, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2019.