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TransDigm Group
TDG

409 hedge funds and large institutions have $13.3B invested in TransDigm Group in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 167 increasing their positions, 133 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 133

10.45% more ownership

Funds ownership: 104.71% → 115.17% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

4% less capital invested

Capital invested by funds: $13.9B → $13.3B (-$614M)

4% less funds holding

Funds holding: 426 → 409 (-17)

11% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 76

62% less call options, than puts

Call options by funds: $224M | Put options by funds: $584M

Holders
409
Holders Change
-17
Holders Change %
-3.99%
% of All Funds
10.18%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
68
Increased
167
Reduced
133
Closed
76
Calls
$224M
Puts
$584M
Net Calls
-$359M
Net Calls Change
-$306M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$918M
2
Tiger Global Management
Tiger Global Management
New York
+$504M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$375M
4
Capital World Investors
Capital World Investors
California
+$325M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$189M

Top Sellers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$202M
4
MC
Maverick Capital
Texas
-$193M
5
JP
Jana Partners
New York
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
26
Brown Brothers Harriman & Co
New York
$119M – – –
AP
27
Altarock Partners
Florida
$118M -$13.2M -55,434 -9%
Northern Trust
28
Northern Trust
Illinois
$118M -$672K -2,817 -0.5%
WPL
29
WINDACRE PARTNERSHIP LLC
Texas
$116M +$126M +527,200 New
VM
30
Valinor Management
New York
$113M +$123M +514,263 New
CRCM
31
Cat Rock Capital Management
Connecticut
$109M +$33.7M +141,366 +40%
TFP
32
Triple Frond Partners
California
$106M +$36M +150,850 +46%
Invesco
33
Invesco
Georgia
$105M +$7.39M +30,976 +7%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$103M +$8.18M +34,268 +8%
CGT
35
Capital Guardian Trust
California
$102M +$5.14M +21,526 +5%
Goldman Sachs
36
Goldman Sachs
New York
$95.4M +$6.82M +28,597 +7%
MRCP
37
Manor Road Capital Partners
New York
$93.6M +$101M +425,000 New
Norges Bank
38
Norges Bank
Norway
$85.1M +$18.7M +78,332 +25%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$80.1M -$403K -1,689 -0.5%
Jennison Associates
40
Jennison Associates
New York
$77.9M -$31M -129,872 -27%
AllianceBernstein
41
AllianceBernstein
Tennessee
$77M +$5.35M +22,429 +7%
Wells Fargo
42
Wells Fargo
California
$76.1M +$9.43M +39,499 +13%
UBS AM
43
UBS AM
Illinois
$72.1M -$39.7M -166,344 -34%
AIM
44
Allen Investment Management
New York
$72M +$17.1M +71,822 +28%
Westfield Capital Management
45
Westfield Capital Management
Massachusetts
$71.6M +$4.41M +18,463 +6%
MAI
46
Marble Arch Investments
New York
$70.6M +$37.2M +155,700 +94%
TCIM
47
TIAA CREF Investment Management
New York
$69.3M -$14.5M -60,815 -16%
SO
48
STRS Ohio
Ohio
$60.1M +$48.4M +202,677 +289%
William Blair Investment Management
49
William Blair Investment Management
Illinois
$53.9M -$202M -846,941 -78%
GC
50
Guggenheim Capital
Illinois
$53.1M +$5.29M +22,173 +10%
1
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TDG Hedge Fund Activity: Q1 2017 in Review

409 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2017, worth a combined $13.3B — down 4.4% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TDG and 68 opened new positions — a net loss of 8 holders — while 133 trimmed existing stakes and 167 added.

The largest buyer was BlackRock, adding an estimated $918M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $505M sold.

  • 409 institutional investors held TransDigm Group (TDG) as of Q1 2017, down from 426 in Q4 2016.
  • Funds reported $13.3B of TransDigm Group stock for Q1 2017, down 4.4% quarter-over-quarter.
  • 68 funds opened new TransDigm Group positions in Q1 2017 and 76 closed out, a net change of -8 holders.
  • The largest TransDigm Group buyer in Q1 2017 was BlackRock, an estimated $918M added.
  • The largest TransDigm Group seller in Q1 2017 was Lone Pine Capital, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2017.