TransDigm Group
297 hedge funds and large institutions have $8.51B invested in TransDigm Group in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 111 reducing their positions, and 44 closing their positions.
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
26% more call options, than puts
Call options by funds: $5.36M | Put options by funds: $4.25M
20% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 44
20% more capital invested
Capital invested by funds: $7.09B → $8.51B (+$1.42B)
3.41% more ownership
Funds ownership: 97.23% → 100.64% (+3.4%)
3% more funds holding
Funds holding: 289 → 297 (+8)
14% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 2 |
Tiger Global Management
New York
|
+$123M |
| 3 |
Morgan Stanley
New York
|
+$122M |
| 4 |
State Street
Boston,
Massachusetts
|
+$89.5M |
| 5 |
VAM
Vontobel Asset Management
New York
|
+$79.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$114M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$88M |
| 3 |
Jennison Associates
New York
|
-$85.5M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$81.7M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$81.3M |
TDG Hedge Fund Activity: Q4 2013 in Review
297 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2013, worth a combined $8.51B — up 20% from $7.09B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new TDG positions and 44 closed out — a net gain of 9 holders — while 95 added to existing stakes and 111 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Bain Capital Public Equity Management, exiting entirely with an estimated $114M sold.
- 297 institutional investors held TransDigm Group (TDG) as of Q4 2013, up from 289 in Q3 2013.
- Funds reported $8.51B of TransDigm Group stock for Q4 2013, up 20% quarter-over-quarter.
- 53 funds opened new TransDigm Group positions in Q4 2013 and 44 closed out, a net change of +9 holders.
- The largest TransDigm Group buyer in Q4 2013 was Fidelity Investments, an estimated $142M added.
- The largest TransDigm Group seller in Q4 2013 was Bain Capital Public Equity Management, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2013.