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TransDigm Group
TDG

580 hedge funds and large institutions have $29.9B invested in TransDigm Group in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 184 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 49

30% more funds holding in top 10

Funds holding in top 10: 30 → 39 (+9)

18% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 184

8% more capital invested

Capital invested by funds: $27.6B → $29.9B (+$2.26B)

6% more funds holding

Funds holding: 548 → 580 (+32)

4% more call options, than puts

Call options by funds: $256M | Put options by funds: $247M

0.3% less ownership

Funds ownership: 99.71% → 99.41% (-0.3%)

Holders
580
Holders Change
+32
Holders Change %
+5.84%
% of All Funds
11.43%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.77%
New
90
Increased
217
Reduced
184
Closed
49
Calls
$256M
Puts
$247M
Net Calls
+$9.01M
Net Calls Change
+$265M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$161M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$114M
3
Capital World Investors
Capital World Investors
California
+$111M
4
FAM
Fred Alger Management
New York
+$97.3M
5
American Century Companies
American Century Companies
Missouri
+$75.5M

Top Sellers

Rank Fund Capital Flow
1
BP
Berkshire Partners
Massachusetts
-$444M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$147M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$38.2M
4
MG
Meritage Group
California
-$34.8M
5
ECU
Egerton Capital (UK)
United Kingdom
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
301
Rational Advisors
New York
$1.32M -$1.09M -1,992 -46%
TAM
302
Tocqueville Asset Management
New York
$1.3M -$246K -450 -16%
BFIM
303
Beese Fulmer Investment Management
Ohio
$1.29M – – –
CC
304
Chicago Capital
Illinois
$1.29M – – –
EF
305
Empowered Funds
Pennsylvania
$1.24M +$1.22M +2,220 New
V
306
Veritable
Delaware
$1.24M +$19.2K +35 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
307
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.23M -$274K -500 -19%
Two Sigma Advisers
308
Two Sigma Advisers
New York
$1.23M +$1.2M +2,200 New
CIBC World Market
309
CIBC World Market
Ontario, Canada
$1.22M +$380K +694 +47%
HMS
310
Hanseatic Management Services
New Mexico
$1.21M -$2.74K -5 -0.2%
Korea Investment Corp
311
Korea Investment Corp
South Korea
$1.18M -$2.63M -4,800 -70%
DLA
312
Douglas Lane & Associates
New York
$1.17M -$19.2K -35 -2%
Creative Planning
313
Creative Planning
Kansas
$1.16M +$52K +95 +5%
S
314
Seeyond
France
$1.15M -$46K -84 -4%
GT
315
Glenmede Trust
Pennsylvania
$1.13M -$2.19K -4 -0.2%
AC
316
Alexandria Capital
Virginia
$1.11M -$13.1K -24 -1%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$1.1M – – –
CC
318
Centiva Capital
New York
$1.09M +$558K +1,019 +109%
NMIMC
319
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$24.1K +44 +2%
SAM
320
Shell Asset Management
Netherlands
$1.07M -$645K -1,179 -38%
SFA
321
Sequoia Financial Advisors
Ohio
$1.06M +$95.8K +175 +10%
GP
322
Geneva Partners
Wisconsin
$1.04M -$854K -1,561 -46%
FI
323
Fosun International
China
$1.04M – – –
Commonwealth Equity Services
324
Commonwealth Equity Services
Massachusetts
$1.04M +$17.5K +32 +2%
BCM
325
Bayesian Capital Management
New York
$1M -$658K -1,202 -40%
11 12
13
14 15

TDG Hedge Fund Activity: Q4 2019 in Review

580 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2019, worth a combined $29.9B — up 8.2% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TDG positions and 49 closed out — a net gain of 41 holders — while 217 added to existing stakes and 184 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $161M. The largest seller was Berkshire Partners, cutting an estimated $444M.

  • 580 institutional investors held TransDigm Group (TDG) as of Q4 2019, up from 548 in Q3 2019.
  • Funds reported $29.9B of TransDigm Group stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 90 funds opened new TransDigm Group positions in Q4 2019 and 49 closed out, a net change of +41 holders.
  • The largest TransDigm Group buyer in Q4 2019 was Capital Research Global Investors, an estimated $161M added.
  • The largest TransDigm Group seller in Q4 2019 was Berkshire Partners, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2019.