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TransDigm Group

647 hedge funds and large institutions have $27.5B invested in TransDigm Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 228 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.16% more ownership

Funds ownership: 94.6%96.76% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 228

1% less capital invested

Capital invested by funds: $27.7B → $27.5B (-$194M)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

1% less funds holding

Funds holding: 655647 (-8)

13% less funds holding in top 10

Funds holding in top 10: 5346 (-7)

65% less call options, than puts

Call options by funds: $144M | Put options by funds: $406M

Holders
647
Holders Change
-8
Holders Change %
-1.22%
% of All Funds
11.15%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.79%
New
50
Increased
237
Reduced
228
Closed
53
Calls
$144M
Puts
$406M
Net Calls
-$262M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
451
BOK Financial
Oklahoma
$319K -$2.98K -5 -0.8%
MLL
452
Moody Lynn & Lieberson
Massachusetts
$318K
STAS
453
Strong Tower Advisory Services
Minnesota
$318K +$597 +1 +0.2%
MC
454
Machina Capital
France
$318K +$35.8K +60 +11%
RC
455
RegentAtlantic Capital
New Jersey
$317K -$68K -114 -16%
ADL
456
Asset Dedication LLC
California
$317K +$361K +605 New
QI
457
Qtron Investments
Massachusetts
$313K
SS
458
Simplicity Solutions
Minnesota
$312K +$82.3K +138 +30%
AG
459
AIA Group
Hong Kong
$309K +$21.5K +36 +7%
RIA
460
Regal Investment Advisors
Michigan
$304K +$3.58K +6 +1%
UB
461
UMB Bank
Missouri
$303K -$202K -339 -37%
ESCM
462
Echo Street Capital Management
New York
$302K +$343K +575 New
BRWA
463
B. Riley Wealth Advisors
Florida
$299K +$4.18K +7 +1%
MMA
464
Miracle Mile Advisors
California
$296K +$1.79K +3 +0.5%
BMSSC
465
B. Metzler seel. Sohn & Co
Germany
$294K
II
466
Inspire Investing
Idaho
$292K -$14.9K -25 -4%
CGL
467
Clarius Group LLC
Washington
$292K +$37.6K +63 +13%
CA
468
Clearstead Advisors
Ohio
$290K -$12.5K -21 -4%
CBA
469
Coastal Bridge Advisors
Connecticut
$290K
DZ Bank
470
DZ Bank
Germany
$289K
BFEC
471
Benjamin F. Edwards & Company
Missouri
$288K +$8.95K +15 +3%
MYAM
472
Meiji Yasuda Asset Management
Japan
$287K -$47.7K -80 -13%
STA
473
Summit Trail Advisors
New York
$287K -$3.58K -6 -1%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$284K +$193K +323 +148%
OA
475
Oak Associates
Ohio
$281K

TDG Hedge Fund Activity: Q3 2022 in Review

647 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2022, worth a combined $27.5B — down 0.7% from $27.7B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TDG and 50 opened new positions — a net loss of 3 holders — while 228 trimmed existing stakes and 237 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $440M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $181M sold.

  • 647 institutional investors held TransDigm Group (TDG) as of Q3 2022, down from 655 in Q2 2022.
  • Funds reported $27.5B of TransDigm Group stock for Q3 2022, down 0.7% quarter-over-quarter.
  • 50 funds opened new TransDigm Group positions in Q3 2022 and 53 closed out, a net change of -3 holders.
  • The largest TransDigm Group buyer in Q3 2022 was Lone Pine Capital, an estimated $440M added.
  • The largest TransDigm Group seller in Q3 2022 was Balyasny Asset Management, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2022.