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TransDigm Group

532 hedge funds and large institutions have $23.8B invested in TransDigm Group in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 194 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $285M | Put options by funds: $191M

36% more capital invested

Capital invested by funds: $17.5B → $23.8B (+$6.31B)

17% more funds holding in top 10

Funds holding in top 10: 2934 (+5)

16% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 86

2% more funds holding

Funds holding: 520532 (+12)

2.05% less ownership

Funds ownership: 101.55%99.5% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 194

Holders
532
Holders Change
+12
Holders Change %
+2.31%
% of All Funds
10.91%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.7%
New
100
Increased
170
Reduced
194
Closed
86
Calls
$285M
Puts
$191M
Net Calls
+$94.1M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Clearstead Advisors
Ohio
$259K +$1.89K +5 +0.9%
P
402
&Partners
Tennessee
$258K +$221K +585 New
Franklin Resources
403
Franklin Resources
California
$257K +$218K +575 New
BF
404
BOK Financial
Oklahoma
$256K +$219K +579 New
First Manhattan
405
First Manhattan
New York
$252K
JFG
406
JMG Financial Group
Illinois
$251K +$215K +568 New
TC
407
Telemus Capital
Michigan
$250K +$5.68K +15 +3%
ADL
408
Asset Dedication LLC
California
$250K +$61.3K +162 +40%
AWM
409
AE Wealth Management
Kansas
$250K +$214K +566 New
MGIM
410
M&G Investment Management
United Kingdom
$245K +$210K +554 New
CBA
411
Coastal Bridge Advisors
Connecticut
$244K +$209K +552 New
MCP
412
Mirador Capital Partners
California
$242K +$207K +547 New
AP
413
Advisor Partners
California
$241K +$206K +545 New
LS
414
Livforsakringsbolaget Skandia
Sweden
$238K
BRWA
415
B. Riley Wealth Advisors
Florida
$235K +$200K +529 New
LWAC
416
Laurel Wealth Advisors (California)
California
$233K +$199K +526 New
S
417
Seeyond
France
$231K -$230K -607 -54%
ECM
418
ETrade Capital Management
Virginia
$228K -$140K -369 -42%
RE
419
RBC Europe
United Kingdom
$228K
WJWM
420
Williams Jones Wealth Management
New York
$226K +$194K +512 New
BPA
421
Beacon Pointe Advisors
California
$225K +$192K +506 New
STA
422
Summit Trail Advisors
New York
$225K +$193K +509 New
CCP
423
Corient Capital Partners
California
$224K +$192K +507 New
GIA
424
GHP Investment Advisors
Colorado
$222K +$190K +502 New
D.E. Shaw & Co
425
D.E. Shaw & Co
New York
$221K -$1.22M -3,230 -87%

TDG Hedge Fund Activity: Q2 2020 in Review

532 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2020, worth a combined $23.8B — up 36% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new TDG positions and 86 closed out — a net gain of 14 holders — while 170 added to existing stakes and 194 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $392M. The largest seller was Capital Research Global Investors, cutting an estimated $727M.

  • 532 institutional investors held TransDigm Group (TDG) as of Q2 2020, up from 520 in Q1 2020.
  • Funds reported $23.8B of TransDigm Group stock for Q2 2020, up 36% quarter-over-quarter.
  • 100 funds opened new TransDigm Group positions in Q2 2020 and 86 closed out, a net change of +14 holders.
  • The largest TransDigm Group buyer in Q2 2020 was Vulcan Value Partners, an estimated $392M added.
  • The largest TransDigm Group seller in Q2 2020 was Capital Research Global Investors, an estimated $727M sold.

Based on aggregated 13F filings for Q2 2020.