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TransDigm Group
TDG

Overview Fund Activity

927 hedge funds and large institutions have $65.7B invested in TransDigm Group in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 319 increasing their positions, 315 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+71
Holders Change %
+8.29%
% of All Funds
13.44%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.74%
New
135
Increased
319
Reduced
315
Closed
57
Calls
$180M
Puts
$141M
Net Calls
+$39.7M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$545M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
3
UBS Group
UBS Group
Switzerland
+$183M
4
Franklin Resources
Franklin Resources
California
+$170M
5
Millennium Management
Millennium Management
New York
+$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.2B
2
SP
Stockbridge Partners
Massachusetts
-$313M
3
Cerity Partners
Cerity Partners
New York
-$246M
4
Principal Financial Group
Principal Financial Group
Iowa
-$207M
5
MG
Meritage Group
California
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
451
CAPTRUST Financial Advisors
North Carolina
$1.63M -$553K -449 -25%
OAM
452
Oppenheimer Asset Management
New York
$1.63M -$568K -461 -26%
GC
453
Gilbert & Cook
Iowa
$1.6M -$197K -160 -11%
BNP Paribas Asset Management
454
BNP Paribas Asset Management
France
$1.6M -$371K -301 -19%
LSPW
455
Lake Street Private Wealth
Illinois
$1.59M +$642K +521 +68%
BAMF
456
BI Asset Management Fondsmaeglerselskab
Denmark
$1.59M -$834K -677 -34%
MA
457
Mezzasalma Advisors
New Jersey
$1.59M +$1.25M +1,013 +366%
GIA
458
Gateway Investment Advisers
Ohio
$1.56M -$140K -114 -8%
AF
459
Allworth Financial
California
$1.54M +$105K +85 +7%
UCFA
460
United Capital Financial Advisors
Texas
$1.53M -$54.2K -44 -3%
PFMU
461
Privium Fund Management (UK)
United Kingdom
$1.53M -$1.42M -1,180 -48%
VA
462
Valmark Advisers
Ohio
$1.52M +$1.52M +1,231 New
Public Sector Pension Investment Board (PSP Investments)
463
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M – – –
EGM
464
Engineers Gate Manager
New York
$1.49M -$4.87M -3,956 -77%
RA
465
Rational Advisors
New York
$1.48M -$1.11M -900 -43%
SPS
466
Susquehanna Portfolio Strategies
Pennsylvania
$1.48M – – –
GEM
467
Global Endowment Management
North Carolina
$1.45M +$96.1K +78 +7%
O
468
Ossiam
France
$1.41M -$288K -234 -17%
CAN
469
Cetera Advisor Networks
California
$1.4M +$97.3K +79 +7%
BFEC
470
Benjamin F. Edwards & Company
Missouri
$1.4M -$32K -26 -2%
DAS
471
Dynamic Advisor Solutions
Arizona
$1.4M +$285K +231 +26%
HTC
472
Haverford Trust Company
Pennsylvania
$1.38M – – –
TSS
473
Two Sigma Securities
New York
$1.36M -$281K -228 -17%
Two Sigma Advisers
474
Two Sigma Advisers
New York
$1.35M -$8.99M -7,300 -87%
HS
475
HighVista Strategies
Massachusetts
$1.35M +$1.35M +1,100 New
17 18
19
20 21