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TransDigm Group
TDG

Overview Fund Activity

714 hedge funds and large institutions have $38.8B invested in TransDigm Group in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+14
Holders Change %
+2%
% of All Funds
11.43%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.93%
New
80
Increased
262
Reduced
250
Closed
56
Calls
$115M
Puts
$432M
Net Calls
-$317M
Net Calls Change
-$125M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$734M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$677M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$339M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$140M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
-$300M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$289M
3
BP
Berkshire Partners
Massachusetts
-$257M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$226M
5
Principal Financial Group
Principal Financial Group
Iowa
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
326
WoodTrust Financial
Wisconsin
$2.17M – – –
RA
327
Rockingstone Advisors
Massachusetts
$2.12M +$28.7K +39 +1%
CGH
328
Crossmark Global Holdings
Texas
$2.09M +$11.8K +16 +0.6%
AWAP
329
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.04M -$335K -454 -14%
AO
330
Allen Operations
New York
$2.04M – – –
AIMCA
331
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.99M +$1.99M +2,700 New
NG
332
NWK Group
California
$1.96M +$1.96M +2,662 New
WAM
333
Wolverine Asset Management
Illinois
$1.94M -$1.25M -1,700 -39%
CWM
334
CIBC World Markets
New York
$1.93M -$2.54M -3,450 -57%
TYCC
335
Texas Yale Capital Corp
Florida
$1.91M – – –
P8IP
336
Pier 88 Investment Partners
California
$1.84M +$221K +300 +14%
CF
337
Centaurus Financial
California
$1.83M -$22.1K -30 -1%
FRA
338
Frank Rimerman Advisors
California
$1.81M +$1.81M +2,456 New
PFMU
339
Privium Fund Management (UK)
United Kingdom
$1.8M +$1.8M +2,450 New
MML Investors Services
340
MML Investors Services
Massachusetts
$1.79M -$133K -180 -7%
LFAS
341
Level Four Advisory Services
Texas
$1.79M -$86.2K -117 -5%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$1.78M -$296K -402 -14%
PFO
343
Pathstone Family Office
New Jersey
$1.77M -$2.17M -2,940 -55%
NMERB
344
New Mexico Educational Retirement Board
New Mexico
$1.77M -$73.7K -100 -4%
RJT
345
Raymond James Trust
Florida
$1.75M -$18.4K -25 -1%
Creative Planning
346
Creative Planning
Kansas
$1.75M -$192K -261 -10%
MLICM
347
Metropolitan Life Insurance Company (MetLife)
New York
$1.71M -$451K -612 -21%
GT
348
Glenmede Trust
Pennsylvania
$1.69M -$23.6K -32 -1%
LTAS
349
Linden Thomas Advisory Services
North Carolina
$1.69M +$23.6K +32 +1%
OAM
350
Oppenheimer Asset Management
New York
$1.67M +$223K +302 +15%
12 13
14
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