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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 %
BFIM
401
Beese Fulmer Investment Management
Ohio
$2.48M -$143K -116 -5%
MAM
402
Morse Asset Management
Connecticut
$2.46M +$1.28M +1,042 +109%
IC
403
IEQ Capital
California
$2.44M +$200K +162 +9%
BBHC
404
Brown Brothers Harriman & Co
New York
$2.44M -$62.9M -51,067 -96%
CPIG
405
Chicago Partners Investment Group
Illinois
$2.42M +$276K +222 +13%
XSC
406
X-Square Capital
Puerto Rico
$2.41M +$2.41M +1,955 New
CG
407
Caprock Group
Idaho
$2.4M +$17.3K +14 +0.7%
Osaic Holdings
408
Osaic Holdings
Arizona
$2.4M -$8.35M -6,759 -78%
BSW
409
Buckingham Strategic Wealth
Missouri
$2.36M +$83.8K +68 +4%
SFG
410
Snider Financial Group
Washington
$2.34M +$650K +528 +38%
EF
411
Empirical Finance
Pennsylvania
$2.33M +$85K +69 +4%
KRSITF
412
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.26M -$167K -136 -7%
Commonwealth Equity Services
413
Commonwealth Equity Services
Massachusetts
$2.23M +$156K +127 +8%
CI
414
Cavalier Investments
Georgia
$2.22M -$2.89M -2,348 -57%
NMIMC
415
Northwestern Mutual Investment Management Company
Wisconsin
$2.17M +$16K +13 +0.7%
PA
416
Procyon Advisors
Connecticut
$2.17M -$249K -202 -10%
MGP
417
Metis Global Partners
California
$2.16M -$35.7K -29 -2%
FMI
418
F/M Investments
District of Columbia
$2.16M -$11.1K -9 -0.5%
CA
419
Cetera Advisors
Colorado
$2.15M +$1.35M +1,092 +167%
LTAS
420
Linden Thomas Advisory Services
North Carolina
$2.15M -$2.46K -2 -0.1%
ECM
421
Element Capital Management
New York
$2.1M +$2.1M +1,706 New
PCM
422
Palisade Capital Management
New Jersey
$2.09M – – –
BBVA
423
Banco Bilbao Vizcaya Argentaria
Spain
$2.08M +$64K +52 +3%
MFAM
424
Motley Fool Asset Management
Virginia
$2.02M +$147K +119 +8%
CTA
425
Chesley Taft & Associates
Illinois
$1.98M +$1.98M +1,611 New
15 16
17
18 19