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TransDigm Group

681 hedge funds and large institutions have $33.7B invested in TransDigm Group in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 274 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

32% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 208

4% more funds holding

Funds holding: 657681 (+24)

2% more capital invested

Capital invested by funds: $33.2B → $33.7B (+$511M)

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

1.38% less ownership

Funds ownership: 94.69%93.31% (-1.4%)

72% less call options, than puts

Call options by funds: $157M | Put options by funds: $568M

Holders
681
Holders Change
+24
Holders Change %
+3.65%
% of All Funds
10.74%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
79
Increased
274
Reduced
208
Closed
51
Calls
$157M
Puts
$568M
Net Calls
-$411M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
326
Panagora Asset Management
Massachusetts
$1.52M +$747K +1,163 +99%
CC
327
Chicago Capital
Illinois
$1.5M
BFIM
328
Beese Fulmer Investment Management
Ohio
$1.49M +$30.8K +48 +2%
OC
329
Oppenheimer & Co
New York
$1.47M +$653K +1,016 +82%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$1.45M -$1.28K -2 -0.1%
Robeco Institutional Asset Management
331
Robeco Institutional Asset Management
Netherlands
$1.44M +$579K +901 +69%
HF
332
HRT Financial
New York
$1.43M +$1.41M +2,202 New
MCM
333
Mainstay Capital Management
Michigan
$1.41M -$12.8K -20 -0.9%
SLI
334
Sumitomo Life Insurance
Japan
$1.38M -$50.1K -78 -4%
BPA
335
Beacon Pointe Advisors
California
$1.38M +$700K +1,089 +106%
NMIMC
336
Northwestern Mutual Investment Management Company
Wisconsin
$1.37M -$166K -259 -11%
GT
337
Glenmede Trust
Pennsylvania
$1.36M +$18K +28 +1%
FHB
338
First Hawaiian Bank
Hawaii
$1.34M -$372K -579 -22%
FAM
339
Fulcrum Asset Management
United Kingdom
$1.31M
SWP
340
Stratos Wealth Partners
Ohio
$1.29M -$125K -195 -9%
TI
341
Trexquant Investment
Connecticut
$1.29M +$1.28M +1,986 New
VPIM
342
Vanguard Personalized Indexing Management
California
$1.29M +$718K +1,117 +129%
BTWM
343
Baker Tilly Wealth Management
Wisconsin
$1.28M +$274K +427 +28%
BCV
344
Banque Cantonale Vaudoise
Switzerland
$1.27M -$128K -200 -9%
CB
345
Commerce Bank
Missouri
$1.25M +$34.7K +54 +3%
PCM
346
Prelude Capital Management
New York
$1.24M -$389K -605 -24%
TC
347
TwinBeech Capital
New York
$1.23M +$1.21M +1,880 New
PRC
348
Pearl River Capital
Michigan
$1.22M +$741K +1,153 +159%
GSWM
349
Golden State Wealth Management
California
$1.21M +$30.2K +47 +3%
PFO
350
Pathstone Family Office
New Jersey
$1.2M -$28.9K -45 -2%

TDG Hedge Fund Activity: Q1 2022 in Review

681 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2022, worth a combined $33.7B — up 1.5% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new TDG positions and 51 closed out — a net gain of 28 holders — while 274 added to existing stakes and 208 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $101M. The largest seller was Select Equity Group, cutting an estimated $182M.

  • 681 institutional investors held TransDigm Group (TDG) as of Q1 2022, up from 657 in Q4 2021.
  • Funds reported $33.7B of TransDigm Group stock for Q1 2022, up 1.5% quarter-over-quarter.
  • 79 funds opened new TransDigm Group positions in Q1 2022 and 51 closed out, a net change of +28 holders.
  • The largest TransDigm Group buyer in Q1 2022 was Principal Financial Group, an estimated $101M added.
  • The largest TransDigm Group seller in Q1 2022 was Select Equity Group, an estimated $182M sold.

Based on aggregated 13F filings for Q1 2022.