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TransDigm Group
TDG

332 hedge funds and large institutions have $10.3B invested in TransDigm Group in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

2% more funds holding

Funds holding: 324 → 332 (+8)

5% more capital invested

Capital invested by funds: $9.81B → $10.3B (+$463M)

1.63% less ownership

Funds ownership: 101.72% → 100.09% (-1.6%)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

12% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 129

95% less call options, than puts

Call options by funds: $6.37M | Put options by funds: $130M

Holders
332
Holders Change
+8
Holders Change %
+2.47%
% of All Funds
8.86%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.48%
New
37
Increased
113
Reduced
129
Closed
27
Calls
$6.37M
Puts
$130M
Net Calls
-$124M
Net Calls Change
-$118M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$125M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Renaissance Technologies
Renaissance Technologies
New York
+$71.2M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
+$49.2M
5
Capital World Investors
Capital World Investors
California
+$40.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$132M
2
BP
Berkshire Partners
Massachusetts
-$130M
3
TCIM
TIAA CREF Investment Management
New York
-$56.4M
4
T
TOBAM
France
-$46.3M
5
PCM
Pennant Capital Management
New Jersey
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCPEM
26
Bain Capital Public Equity Management
Massachusetts
$111M +$49.2M +260,922 +85%
WCM
27
Wedge Capital Management
North Carolina
$106M -$2.43M -12,874 -2%
ACM
28
Atlanta Capital Management
Georgia
$100M -$16.7M -88,429 -15%
BFA
29
BlackRock Fund Advisors
California
$92.5M +$2.58M +13,669 +3%
Deutsche Bank
30
Deutsche Bank
Germany
$89.5M +$18M +95,290 +26%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$86.4M +$203K +1,079 +0.2%
AllianceBernstein
32
AllianceBernstein
Tennessee
$83.6M -$5.37M -28,490 -6%
Renaissance Technologies
33
Renaissance Technologies
New York
$78.3M +$71.2M +377,700 +1,773%
Northern Trust
34
Northern Trust
Illinois
$78.3M -$2.34M -12,423 -3%
Jennison Associates
35
Jennison Associates
New York
$75.5M -$42.1M -223,536 -37%
MVIP
36
Mar Vista Investment Partners
California
$75M -$1.03M -5,466 -1%
Norges Bank
37
Norges Bank
Norway
$73.2M +$2.03M +10,782 +3%
ESG
38
Emerging Sovereign Group
New York
$72.7M -$21.6M -114,300 -24%
Invesco
39
Invesco
Georgia
$71.4M +$1.68M +8,885 +3%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$71.4M -$1.4M -7,446 -2%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$68.9M -$4.27M -22,632 -6%
HP
42
Hound Partners
New York
$65.3M +$1.38M +7,307 +2%
BG
43
BlackRock Group
United Kingdom
$60M +$2.77M +14,675 +5%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$58.9M +$23M +121,734 +68%
TCIM
45
TIAA CREF Investment Management
New York
$58M -$56.4M -299,225 -50%
MAI
46
Marble Arch Investments
New York
$56.7M +$3.77M +20,000 +7%
CIC
47
Chilton Investment Company
Connecticut
$53M -$5.29M -28,076 -9%
TCM
48
TimesSquare Capital Management
New York
$52.2M -$1.12M -5,950 -2%
TCG
49
Tremblant Capital Group
Florida
$52.1M -$12.7M -67,304 -20%
Geode Capital Management
50
Geode Capital Management
Massachusetts
$48.9M +$393K +2,086 +0.8%
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TDG Hedge Fund Activity: Q4 2014 in Review

332 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2014, worth a combined $10.3B — up 4.7% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TDG positions and 27 closed out — a net gain of 10 holders — while 113 added to existing stakes and 129 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $132M.

  • 332 institutional investors held TransDigm Group (TDG) as of Q4 2014, up from 324 in Q3 2014.
  • Funds reported $10.3B of TransDigm Group stock for Q4 2014, up 4.7% quarter-over-quarter.
  • 37 funds opened new TransDigm Group positions in Q4 2014 and 27 closed out, a net change of +10 holders.
  • The largest TransDigm Group buyer in Q4 2014 was Lord, Abbett & Co, an estimated $125M added.
  • The largest TransDigm Group seller in Q4 2014 was Morgan Stanley, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2014.