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TransDigm Group

516 hedge funds and large institutions have $25.9B invested in TransDigm Group in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 179 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $24.1B → $25.9B (+$1.78B)

0.32% more ownership

Funds ownership: 100.48%100.81% (+0.32%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

4% less funds holding

Funds holding: 536516 (-20)

13% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 205

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

74% less call options, than puts

Call options by funds: $129M | Put options by funds: $507M

Holders
516
Holders Change
-20
Holders Change %
-3.73%
% of All Funds
11.21%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.67%
New
42
Increased
179
Reduced
205
Closed
58
Calls
$129M
Puts
$507M
Net Calls
-$377M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Parallel Advisors
California
$60K -$1.87K -4 -3%
CIA
452
CSat Investment Advisory
Michigan
$60K +$42.6K +91 +276%
IWA
453
IBEX Wealth Advisors
New Jersey
$56K +$54.3K +116 New
NFG
454
Next Financial Group
Texas
$54K -$162K -347 -76%
MAM
455
Meeder Asset Management
Ohio
$54K +$52.4K +112 New
PB
456
Pinnacle Bancorp
Nebraska
$53K
Acadian Asset Management
457
Acadian Asset Management
Massachusetts
$52K
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$49K
WEC
459
Winslow Evans & Crocker
Massachusetts
$46K
CAW
460
Cornerstone Advisors (Washington)
Washington
$45K +$26.2K +56 +147%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$45K +$36K +77 +513%
PCP
462
Proficio Capital Partners
Massachusetts
$43K +$4.21K +9 +11%
CBOA
463
Commonwealth Bank of Australia
Australia
$34K +$13.6K +29 +66%
CFA
464
Carroll Financial Associates
North Carolina
$31K -$22K -47 -42%
VFA
465
Valeo Financial Advisors
Indiana
$29K -$8.89K -19 -24%
LWM
466
Lenox Wealth Management
Ohio
$27K +$936 +2 +4%
BCA
467
Berman Capital Advisors
Georgia
$26K
FANJ
468
Financial Architects (New Jersey)
New Jersey
$24K
ASN
469
Advisory Services Network
Georgia
$24K +$15.4K +33 +194%
ZB
470
Zions Bancorporation
Utah
$23K
PFBT
471
Parkside Financial Bank & Trust
Missouri
$23K +$1.87K +4 +9%
FHA
472
Flagship Harbor Advisors
Massachusetts
$21K +$7.49K +16 +57%
NCM
473
Next Capital Management
New York
$21K +$20.6K +44 New
SF
474
Synovus Financial
Georgia
$20K
SLF
475
Sun Life Financial
Ontario, Canada
$19K -$20.6K -44 -53%

TDG Hedge Fund Activity: Q2 2019 in Review

516 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2019, worth a combined $25.9B — up 7.4% from $24.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of TDG and 42 opened new positions — a net loss of 16 holders — while 205 trimmed existing stakes and 179 added.

The largest buyer was Nuveen, adding an estimated $246M. The largest seller was Principal Financial Group, cutting an estimated $73.5M.

  • 516 institutional investors held TransDigm Group (TDG) as of Q2 2019, down from 536 in Q1 2019.
  • Funds reported $25.9B of TransDigm Group stock for Q2 2019, up 7.4% quarter-over-quarter.
  • 42 funds opened new TransDigm Group positions in Q2 2019 and 58 closed out, a net change of -16 holders.
  • The largest TransDigm Group buyer in Q2 2019 was Nuveen, an estimated $246M added.
  • The largest TransDigm Group seller in Q2 2019 was Principal Financial Group, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2019.