We are live on ! Find out more
TDG icon

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
AA
426
Argent Advisors
Louisiana
$221K +$189K +500 New
LI
427
Leap Investments
Illinois
$221K +$189K +500 New
ODCM
428
Old Dominion Capital Management
Virginia
$221K +$189K +500 New
Holocene Advisors
429
Holocene Advisors
New York
$220K +$188K +497 New
CF
430
Centaurus Financial
California
$219K +$187K +495 New
RIA
431
Regal Investment Advisors
Michigan
$213K +$182K +482 New
BSW
432
Buckingham Strategic Wealth
Missouri
$211K +$181K +478 New
PCM
433
Parsons Capital Management
Rhode Island
$210K +$179K +474 New
WB
434
Webster Bank
Connecticut
$203K
PSUF
435
People's United Financial
Connecticut
$203K +$174K +460 New
SWA
436
Sutton Wealth Advisors
Florida
$200K -$1.14K -3 -0.7%
CAPTRUST Financial Advisors
437
CAPTRUST Financial Advisors
North Carolina
$190K -$210K -555 -56%
AAP
438
Arax Advisory Partners
Colorado
$177K +$41.6K +110 +38%
RIM
439
Rampart Investment Management
Connecticut
$164K -$14K -37 -9%
HNB
440
Huntington National Bank
Ohio
$160K
HFM
441
Harvest Fund Management
China
$159K -$22K -58 -14%
Lazard Asset Management
442
Lazard Asset Management
New York
$152K +$130K +344 New
BFEC
443
Benjamin F. Edwards & Company
Missouri
$150K -$7.57K -20 -6%
THWM
444
Taylor Hoffman Wealth Management
Virginia
$123K +$105K +278 New
QCG
445
Quadrant Capital Group
Ohio
$117K -$101K -268 -50%
SAM
446
Shell Asset Management
Netherlands
$108K -$557K -1,471 -86%
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K
Federated Hermes
448
Federated Hermes
Pennsylvania
$101K +$13.6K +36 +19%
S
449
SignatureFD
Georgia
$100K -$71.5K -189 -46%
PA
450
Parallel Advisors
California
$90K -$34.4K -91 -31%

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.