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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$3.09M +$1.89M +1,456 +206%
FLI
427
Family Legacy Inc
South Carolina
$3.07M +$84.5K +65 +3%
CGH
428
Crossmark Global Holdings
Texas
$3.07M -$581K -447 -17%
LFAS
429
Level Four Advisory Services
Texas
$3.04M -$185K -142 -6%
A
430
AlphaQuest
New York
$3.02M +$1.1M +847 +67%
Commonwealth Equity Services
431
Commonwealth Equity Services
Massachusetts
$3M +$118K +91 +5%
CWP
432
Cyndeo Wealth Partners
Florida
$3M +$935K +719 +52%
XSC
433
X-Square Capital
Puerto Rico
$2.94M +$117K +90 +5%
RJT
434
Raymond James Trust
Florida
$2.93M -$33.8K -26 -1%
IMRF
435
Illinois Municipal Retirement Fund
Illinois
$2.89M
AL
436
Aspiriant LLC
California
$2.86M +$2.6M +2,001 New
MGM
437
Miura Global Management
New York
$2.85M -$2.6M -2,000 -50%
SLI
438
Sumitomo Life Insurance
Japan
$2.84M +$61.1K +47 +2%
BFIM
439
Beese Fulmer Investment Management
Ohio
$2.83M +$62.4K +48 +2%
KWA
440
Kingswood Wealth Advisors
California
$2.82M -$177K -136 -6%
HCMT
441
Highland Capital Management (Tennessee)
Tennessee
$2.78M -$94.9K -73 -4%
SCA
442
Snowden Capital Advisors
New York
$2.77M +$2.2M +1,691 +676%
CF
443
Centaurus Financial
California
$2.75M -$205K -158 -8%
Wellington Management Group
444
Wellington Management Group
Massachusetts
$2.73M +$14.3K +11 +0.6%
CI
445
Cavalier Investments
Georgia
$2.72M +$89.7K +69 +4%
FTDI
446
First Trust Direct Indexing
Massachusetts
$2.72M +$458K +352 +23%
HZ
447
Hixon Zuercher
Ohio
$2.71M -$37.7K -29 -2%
BBHC
448
Brown Brothers Harriman & Co
New York
$2.7M -$18.2K -14 -0.7%
MAM
449
Morse Asset Management
Connecticut
$2.69M -$5.2K -4 -0.2%
EF
450
Empirical Finance
Pennsylvania
$2.63M +$61.1K +47 +3%

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.