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TransDigm Group
TDG

Overview Fund Activity

927 hedge funds and large institutions have $65.7B invested in TransDigm Group in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 319 increasing their positions, 315 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+71
Holders Change %
+8.29%
% of All Funds
13.44%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.74%
New
135
Increased
319
Reduced
315
Closed
57
Calls
$180M
Puts
$141M
Net Calls
+$39.7M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$545M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
3
UBS Group
UBS Group
Switzerland
+$183M
4
Franklin Resources
Franklin Resources
California
+$170M
5
Millennium Management
Millennium Management
New York
+$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.2B
2
SP
Stockbridge Partners
Massachusetts
-$313M
3
Cerity Partners
Cerity Partners
New York
-$246M
4
Principal Financial Group
Principal Financial Group
Iowa
-$207M
5
MG
Meritage Group
California
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMP
351
Polar Asset Management Partners
Ontario, Canada
$4.04M +$4.04M +3,280 New
Luther King Capital Management (LKCM)
352
Luther King Capital Management (LKCM)
Texas
$3.98M +$116K +94 +3%
SIC
353
Sigma Investment Counselors
Michigan
$3.98M +$3.98M +3,231 New
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$3.94M -$123K -100 -3%
AP
355
Americana Partners
Texas
$3.88M +$344K +279 +10%
GLA
356
Great Lakes Advisors
Illinois
$3.79M +$1.46M +1,182 +62%
Marshall Wace
357
Marshall Wace
United Kingdom
$3.77M +$3.77M +3,062 New
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
$3.74M +$628K +510 +20%
RA
359
Rockingstone Advisors
Massachusetts
$3.71M -$111K -90 -3%
Thrivent Financial for Lutherans
360
Thrivent Financial for Lutherans
Minnesota
$3.69M +$91.2K +74 +3%
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
$3.67M +$2.35M +1,908 +178%
NG
362
NWK Group
California
$3.53M +$108K +88 +3%
KCM
363
Kornitzer Capital Management
Kansas
$3.51M – – –
EML
364
Eos Management LP
New York
$3.46M – – –
NMERB
365
New Mexico Educational Retirement Board
New Mexico
$3.45M +$123K +100 +4%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$3.45M +$557K +452 +19%
AO
367
Allen Operations
New York
$3.4M – – –
PI
368
PGGM Investments
Netherlands
$3.4M – – –
CGH
369
Crossmark Global Holdings
Texas
$3.36M -$159K -129 -5%
TYCC
370
Texas Yale Capital Corp
Florida
$3.22M +$19.7K +16 +0.6%
A
371
Allianz
Germany
$3.19M +$3.19M +2,594 New
RJFSA
372
Raymond James Financial Services Advisors
Florida
$3.09M +$179K +145 +6%
CCM
373
Candelo Capital Management
New York
$3.05M -$616K -500 -17%
KAS
374
Kestra Advisory Services
Texas
$3.01M +$23.4K +19 +0.8%
SW
375
Solidarity Wealth
Utah
$2.99M -$1.48M -1,199 -33%
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