TDG icon

TransDigm Group
TDG

Overview Fund Activity

426 hedge funds and large institutions have $13.9B invested in TransDigm Group in 2016 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 163 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+16
Holders Change %
+3.9%
% of All Funds
10.67%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.53%
New
73
Increased
163
Reduced
148
Closed
48
Calls
$82.2M
Puts
$136M
Net Calls
-$53.6M
Net Calls Change
-$109M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$255M
2
JP
Jana Partners
New York
$145M
3
Tiger Global Management
Tiger Global Management
New York
$107M
4
Principal Financial Group
Principal Financial Group
Iowa
$569M
5
Capital World Investors
Capital World Investors
California
$1.04B

Top Sellers

1
TP
Third Point
New York
$62.2M
2
FCM
Farallon Capital Management
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$598M
4
TP
Tesuji Partners
New Jersey
$162M
5
UBS AM
UBS AM
Illinois
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
401
People's United Financial
Connecticut
$19K -$5.07K -20 -21%
LNB
402
Ledyard National Bank
$18K – – –
CFA
403
Carroll Financial Associates
North Carolina
$14K +$1.66K +7 +13%
HNB
404
Huntington National Bank
Ohio
$12K – – –
PCP
405
Proficio Capital Partners
Massachusetts
$12K +$1.22K +5 +11%
PWM
406
Perigon Wealth Management
California
$12K +$12K +50 New
GWM
407
Geneos Wealth Management
Colorado
$10K +$4.88K +20 +95%
PO
408
Private Ocean
California
$9K – – –
VCM
409
Versant Capital Management
Arizona
$8K -$2.67K -12 -25%
PA
410
Parallel Advisors
California
$8K +$8K +31 New
Canada Pension Plan Investment Board
411
Canada Pension Plan Investment Board
Ontario, Canada
$6K – – –
EARNEST Partners
412
EARNEST Partners
Georgia
$5K +$5K +19 New
WT
413
Washington Trust
Rhode Island
$4K – – –
PMFA
414
Plante Moran Financial Advisors
Michigan
$3K -$692 -3 -19%
CAW
415
Cornerstone Advisors (Washington)
Washington
$2K -$17K -68 -89%
SA
416
SRH Advisors
Kansas
$2K – – –
TFO
417
Tarbox Family Office
California
$2K +$2K +9 New
SPIA
418
Steward Partners Investment Advisory
New York
$2K +$2K +10 New
WTB
419
Washington Trust Bank
Washington
$1K -$28.8K -115 -97%
KT
420
Kanaly Trust
Texas
$1K – – –
CFD
421
Creative Financial Designs
Indiana
$1K +$1K +3 New
OFW
422
Omnia Family Wealth
Florida
$1K +$1K +5 New
LS
423
Livforsakringsbolaget Skandia
Sweden
$981 +$88 +353 +10%
TP
424
Truvvo Partners
New York
$690 – – –
SLF
425
Sun Life Financial
Ontario, Canada
$27 +$27 +7 New
15 16
17
18 19