We are live on ! Find out more
TDG icon

TransDigm Group

647 hedge funds and large institutions have $27.5B invested in TransDigm Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 228 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.16% more ownership

Funds ownership: 94.6%96.76% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 228

1% less capital invested

Capital invested by funds: $27.7B → $27.5B (-$194M)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

1% less funds holding

Funds holding: 655647 (-8)

13% less funds holding in top 10

Funds holding in top 10: 5346 (-7)

65% less call options, than puts

Call options by funds: $144M | Put options by funds: $406M

Holders
647
Holders Change
-8
Holders Change %
-1.22%
% of All Funds
11.15%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.79%
New
50
Increased
237
Reduced
228
Closed
53
Calls
$144M
Puts
$406M
Net Calls
-$262M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CSI
401
Cross Staff Investments
New York
$492K
Federated Hermes
402
Federated Hermes
Pennsylvania
$490K +$360K +604 +183%
MGWM
403
Marks Group Wealth Management
Minnesota
$480K +$14.9K +25 +3%
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$469K +$39.4K +66 +8%
SIA
405
SkyView Investment Advisors
New Jersey
$465K -$20.3K -34 -4%
SLAM
406
Swiss Life Asset Management
$463K -$32.2K -54 -6%
SG
407
Stonnington Group
California
$460K
AS
408
Altshuler Shaham
Israel
$459K
Skandinaviska Enskilda Banken (SEB)
409
Skandinaviska Enskilda Banken (SEB)
Sweden
$454K -$69.2K -116 -12%
FC
410
Financial Consulate
Maryland
$452K +$16.7K +28 +3%
Wolverine Trading
411
Wolverine Trading
Illinois
$442K +$6.56K +11 +1%
CCA
412
Checchi Capital Advisers
California
$440K +$15.5K +26 +3%
SC
413
Sepio Capital
Utah
$436K +$1.19K +2 +0.2%
OQS
414
Occudo Quantitative Strategies
Florida
$433K
ACM
415
Allred Capital Management
Texas
$432K
TMAM
416
Tokio Marine Asset Management
Japan
$429K +$25.1K +42 +5%
IMRF
417
Illinois Municipal Retirement Fund
Illinois
$424K
IAN
418
Integrated Advisors Network
Texas
$424K
BPA
419
Beacon Pointe Advisors
California
$422K +$14.9K +25 +3%
Assenagon Asset Management
420
Assenagon Asset Management
Luxembourg
$422K +$480K +804 New
PP
421
Prudential plc
United Kingdom
$418K +$68K +114 +17%
SAM
422
Silvercrest Asset Management
New York
$417K
PAS
423
Park Avenue Securities
New York
$417K +$17.3K +29 +4%
CWM
424
CIBC World Markets
New York
$410K -$1.69M -2,838 -78%
IC
425
IEQ Capital
California
$407K +$129K +216 +39%

TDG Hedge Fund Activity: Q3 2022 in Review

647 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2022, worth a combined $27.5B — down 0.7% from $27.7B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TDG and 50 opened new positions — a net loss of 3 holders — while 228 trimmed existing stakes and 237 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $440M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $181M sold.

  • 647 institutional investors held TransDigm Group (TDG) as of Q3 2022, down from 655 in Q2 2022.
  • Funds reported $27.5B of TransDigm Group stock for Q3 2022, down 0.7% quarter-over-quarter.
  • 50 funds opened new TransDigm Group positions in Q3 2022 and 53 closed out, a net change of -3 holders.
  • The largest TransDigm Group buyer in Q3 2022 was Lone Pine Capital, an estimated $440M added.
  • The largest TransDigm Group seller in Q3 2022 was Balyasny Asset Management, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2022.