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TransDigm Group

553 hedge funds and large institutions have $25.3B invested in TransDigm Group in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 168 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

24% more call options, than puts

Call options by funds: $285M | Put options by funds: $231M

21% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 168

6% more capital invested

Capital invested by funds: $23.8B → $25.3B (+$1.5B)

4% more funds holding

Funds holding: 532553 (+21)

1.22% less ownership

Funds ownership: 99.5%98.29% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
553
Holders Change
+21
Holders Change %
+3.95%
% of All Funds
11.16%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
82
Increased
203
Reduced
168
Closed
60
Calls
$285M
Puts
$231M
Net Calls
+$54.9M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
401
YHB Investment Advisors
Connecticut
$311K
SP
402
Symmetry Partners
Connecticut
$301K +$298K +633 New
ADL
403
Asset Dedication LLC
California
$300K +$30.6K +65 +12%
LWAC
404
Laurel Wealth Advisors (California)
California
$297K +$47K +100 +19%
BJL
405
Brighton Jones LLC
Washington
$292K +$3.29K +7 +1%
GLA
406
Great Lakes Advisors
Illinois
$291K -$470 -1 -0.2%
VIA
407
Vident Investment Advisory
Georgia
$288K -$65.8K -140 -19%
MCP
408
Mirador Capital Partners
California
$288K +$28.2K +60 +11%
AP
409
Advisor Partners
California
$287K +$28.2K +60 +11%
ECM
410
ETrade Capital Management
Virginia
$286K +$40K +85 +16%
QCM
411
Quantinno Capital Management
New York
$285K -$180K -383 -39%
FC
412
FORA Capital
Florida
$283K +$280K +595 New
SO
413
STRS Ohio
Ohio
$281K
PFA
414
Professional Financial Advisors
Nebraska
$281K +$277K +589 New
MYIA
415
Mount Yale Investment Advisors
Colorado
$281K +$278K +592 New
DILIC
416
Dai-ichi Life Insurance Company
Japan
$280K
TC
417
Telemus Capital
Michigan
$279K -$12.2K -26 -4%
CA
418
Clearstead Advisors
Ohio
$278K
P
419
&Partners
Tennessee
$278K
First Manhattan
420
First Manhattan
New York
$270K -$470 -1 -0.2%
JFG
421
JMG Financial Group
Illinois
$270K
MMA
422
Miracle Mile Advisors
California
$268K +$265K +564 New
GTCM
423
Gyon Technologies Capital Management
New Jersey
$267K +$265K +563 New
CBA
424
Coastal Bridge Advisors
Connecticut
$262K
LS
425
Livforsakringsbolaget Skandia
Sweden
$256K

TDG Hedge Fund Activity: Q3 2020 in Review

553 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2020, worth a combined $25.3B — up 6.3% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new TDG positions and 60 closed out — a net gain of 22 holders — while 203 added to existing stakes and 168 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $390M. The largest seller was Capital World Investors, cutting an estimated $510M.

  • 553 institutional investors held TransDigm Group (TDG) as of Q3 2020, up from 532 in Q2 2020.
  • Funds reported $25.3B of TransDigm Group stock for Q3 2020, up 6.3% quarter-over-quarter.
  • 82 funds opened new TransDigm Group positions in Q3 2020 and 60 closed out, a net change of +22 holders.
  • The largest TransDigm Group buyer in Q3 2020 was Vulcan Value Partners, an estimated $390M added.
  • The largest TransDigm Group seller in Q3 2020 was Capital World Investors, an estimated $510M sold.

Based on aggregated 13F filings for Q3 2020.