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TransDigm Group

532 hedge funds and large institutions have $23.8B invested in TransDigm Group in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 194 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $285M | Put options by funds: $191M

36% more capital invested

Capital invested by funds: $17.5B → $23.8B (+$6.31B)

17% more funds holding in top 10

Funds holding in top 10: 2934 (+5)

16% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 86

2% more funds holding

Funds holding: 520532 (+12)

2.05% less ownership

Funds ownership: 101.55%99.5% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 194

Holders
532
Holders Change
+12
Holders Change %
+2.31%
% of All Funds
10.91%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.7%
New
100
Increased
170
Reduced
194
Closed
86
Calls
$285M
Puts
$191M
Net Calls
+$94.1M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
476
Harel Insurance Investments & Financial Services
Israel
$24K +$20.8K +55 New
CFGS
477
Concourse Financial Group Securities
Alabama
$23K -$47.7K -126 -71%
SL
478
Savior LLC
Massachusetts
$20K
SF
479
Synovus Financial
Georgia
$18K -$13.6K -36 -47%
BWM
480
BerganKDV Wealth Management
Minnesota
$17K +$7.57K +20 +111%
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$17K +$14.4K +38 New
ZB
482
Zions Bancorporation
Utah
$16K -$757 -2 -5%
LC
483
Lindbrook Capital
California
$16K
FANJ
484
Financial Architects (New Jersey)
New Jersey
$15K
BL
485
Balentine LLC
Georgia
$15K +$1.51K +4 +13%
CI
486
CX Institutional
Indiana
$15K +$11.4K +30 +750%
ST
487
Smithfield Trust
Pennsylvania
$14K +$2.27K +6 +23%
SLF
488
Sun Life Financial
Ontario, Canada
$13K +$378 +1 +4%
WT
489
Washington Trust
Rhode Island
$13K +$757 +2 +8%
EWP
490
Engrave Wealth Partners
Texas
$13K +$2.27K +6 +24%
CWP
491
CFM Wealth Partners
Texas
$11K
HR
492
Howe & Rusling
New York
$11K
SPIA
493
Steward Partners Investment Advisory
New York
$11K
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$11K +$378 +1 +4%
GWS
495
Glassman Wealth Services
Virginia
$11K +$4.92K +13 +108%
TFO
496
Tarbox Family Office
California
$10K -$5.68K -15 -39%
AF
497
Allworth Financial
California
$10K
EARNEST Partners
498
EARNEST Partners
Georgia
$10K
VCM
499
Versant Capital Management
Arizona
$10K +$757 +2 +10%
PCG
500
Private Capital Group
Connecticut
$9K -$1.14K -3 -13%

TDG Hedge Fund Activity: Q2 2020 in Review

532 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2020, worth a combined $23.8B — up 36% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new TDG positions and 86 closed out — a net gain of 14 holders — while 170 added to existing stakes and 194 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $392M. The largest seller was Capital Research Global Investors, cutting an estimated $727M.

  • 532 institutional investors held TransDigm Group (TDG) as of Q2 2020, up from 520 in Q1 2020.
  • Funds reported $23.8B of TransDigm Group stock for Q2 2020, up 36% quarter-over-quarter.
  • 100 funds opened new TransDigm Group positions in Q2 2020 and 86 closed out, a net change of +14 holders.
  • The largest TransDigm Group buyer in Q2 2020 was Vulcan Value Partners, an estimated $392M added.
  • The largest TransDigm Group seller in Q2 2020 was Capital Research Global Investors, an estimated $727M sold.

Based on aggregated 13F filings for Q2 2020.