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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
CIA
451
CSat Investment Advisory
Michigan
$86K +$7.19K +19 +11%
CAN
452
Cetera Advisor Networks
California
$82K +$70.4K +186 New
APA
453
American Portfolios Advisors
New York
$79.8K -$13.6K -36 -17%
SFS
454
Sowell Financial Services
Arkansas
$69K -$157K -414 -73%
CDIA
455
Capital Directions Investment Advisors
Georgia
$69K
TPCW
456
TD Private Client Wealth
New York
$66.9K +$757 +2 +1%
WEC
457
Winslow Evans & Crocker
Massachusetts
$61K -$378 -1 -0.7%
PGAM
458
Princeton Global Asset Management
New Jersey
$61K
TWA
459
TCI Wealth Advisors
Arizona
$58K -$3.79K -10 -7%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$49K
PB
461
Pinnacle Bancorp
Nebraska
$49K
TAIM
462
TD Ameritrade Investment Management
Nebraska
$48K -$17K -45 -29%
MAM
463
Meeder Asset Management
Ohio
$48K -$10.6K -28 -21%
FWM
464
FSA Wealth Management
Massachusetts
$46K
VFA
465
Valeo Financial Advisors
Indiana
$46K +$9.46K +25 +32%
LWA
466
Lenox Wealth Advisors
New York
$44K +$37.8K +100 New
OPS
467
Orion Portfolio Solutions
Nebraska
$43K -$11.4K -30 -24%
CAW
468
Cornerstone Advisors (Washington)
Washington
$42K -$8.33K -22 -19%
BCA
469
Berman Capital Advisors
Georgia
$38K +$2.27K +6 +7%
CT
470
Caldwell Trust
Florida
$34.5K
PFBT
471
Parkside Financial Bank & Trust
Missouri
$34K -$10.2K -27 -26%
WT
472
Whittier Trust
California
$33K -$757 -2 -3%
CFA
473
Carroll Financial Associates
North Carolina
$32K +$4.16K +11 +18%
MC
474
Maverick Capital
Texas
$27K +$22.7K +60 New
FHA
475
Flagship Harbor Advisors
Massachusetts
$24K -$378 -1 -2%

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.