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TransDigm Group
TDG

Overview Fund Activity

740 hedge funds and large institutions have $47.7B invested in TransDigm Group in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 262 increasing their positions, 243 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+26
Holders Change %
+3.64%
% of All Funds
11.67%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.8%
New
88
Increased
262
Reduced
243
Closed
59
Calls
$158M
Puts
$372M
Net Calls
-$214M
Net Calls Change
+$103M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$576M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$479M
3
Capital World Investors
Capital World Investors
California
+$300M
4
Norges Bank
Norges Bank
Norway
+$172M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$155M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$203M
2
Citadel Advisors
Citadel Advisors
Florida
-$176M
3
Millennium Management
Millennium Management
New York
-$114M
4
LPC
Lone Pine Capital
Connecticut
-$104M
5
XL
XN LP
New York
-$86.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
451
Altshuler Shaham
Israel
$773K – – –
BJL
452
Brighton Jones LLC
Washington
$749K +$7.15K +8 +1%
CPIG
453
Chicago Partners Investment Group
Illinois
$745K +$168K +189 +29%
IAN
454
Integrated Advisors Network
Texas
$741K +$9.84K +11 +1%
SC
455
Sepio Capital
Utah
$735K +$12.5K +14 +2%
CCA
456
Checchi Capital Advisers
California
$735K -$894 -1 -0.1%
Assenagon Asset Management
457
Assenagon Asset Management
Luxembourg
$733K +$58.1K +65 +9%
MGWM
458
Marks Group Wealth Management
Minnesota
$732K -$34K -38 -4%
ACM
459
Allred Capital Management
Texas
$732K -$3.58K -4 -0.5%
AG
460
Ascent Group
Virginia
$730K -$164K -184 -18%
AF
461
Advisornet Financial
Minnesota
$719K +$159K +178 +28%
CFM
462
Coronation Fund Managers
South Africa
$717K -$58.1K -65 -7%
MAS
463
Meeder Advisory Services
Ohio
$714K +$31.3K +35 +5%
FBA
464
Front Barnett Associates
Illinois
$714K -$689K -770 -49%
SAM
465
Silvercrest Asset Management
New York
$711K – – –
FCAG
466
First Capital Advisors Group
New Jersey
$689K – – –
CM
467
Castleark Management
Illinois
$689K – – –
SFA
468
Souders Financial Advisors
Ohio
$689K +$689K +770 New
NP
469
Ninepoint Partners
Ontario, Canada
$683K +$683K +764 New
STA
470
Summit Trail Advisors
New York
$681K +$106K +119 +19%
Mercer Global Advisors
471
Mercer Global Advisors
Colorado
$680K -$21.4K -24 -3%
HS
472
HighVista Strategies
Massachusetts
$679K +$679K +759 New
BRWA
473
B. Riley Wealth Advisors
Florida
$674K +$90.3K +101 +15%
CA
474
Clearstead Advisors
Ohio
$667K +$155K +173 +30%
AIM
475
Achmea Investment Management
Netherlands
$666K +$85.9K +96 +15%
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