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TransDigm Group

553 hedge funds and large institutions have $25.3B invested in TransDigm Group in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 168 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

24% more call options, than puts

Call options by funds: $285M | Put options by funds: $231M

21% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 168

6% more capital invested

Capital invested by funds: $23.8B → $25.3B (+$1.5B)

4% more funds holding

Funds holding: 532553 (+21)

1.22% less ownership

Funds ownership: 99.5%98.29% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
553
Holders Change
+21
Holders Change %
+3.95%
% of All Funds
11.16%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
82
Increased
203
Reduced
168
Closed
60
Calls
$285M
Puts
$231M
Net Calls
+$54.9M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
476
TCI Wealth Advisors
Arizona
$63K
PB
477
Pinnacle Bancorp
Nebraska
$63K +$10.3K +22 +20%
C
478
Cerebellum
California
$62K +$61.6K +131 New
TPCW
479
TD Private Client Wealth
New York
$61K -$10.8K -23 -15%
APA
480
American Portfolios Advisors
New York
$54.4K -$31K -66 -36%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$49K
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.5K -$61.6K -131 -56%
LWA
483
Lenox Wealth Advisors
New York
$48K
HFM
484
Harvest Fund Management
China
$46K -$126K -267 -74%
PGAM
485
Princeton Global Asset Management
New Jersey
$45K -$20.2K -43 -31%
CAW
486
Cornerstone Advisors (Washington)
Washington
$45K -$470 -1 -1%
BCA
487
Berman Capital Advisors
Georgia
$41K
WT
488
Whittier Trust
California
$39K +$2.82K +6 +8%
CT
489
Caldwell Trust
Florida
$37.1K
PFBT
490
Parkside Financial Bank & Trust
Missouri
$37K +$470 +1 +1%
Millennium Management
491
Millennium Management
New York
$28.9K +$10.9M +23,190 +62%
CFGS
492
Concourse Financial Group Securities
Alabama
$28K +$2.82K +6 +12%
PMFA
493
Plante Moran Financial Advisors
Michigan
$28K +$27.3K +58 New
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$27K +$8.93K +19 +50%
CFA
495
Carroll Financial Associates
North Carolina
$25K -$9.4K -20 -27%
Loomis, Sayles & Company
496
Loomis, Sayles & Company
Massachusetts
$25K +$24.4K +52 New
SL
497
Savior LLC
Massachusetts
$21K
FHC
498
First Horizon Corporation
Tennessee
$20K +$20.2K +43 New
CI
499
CX Institutional
Indiana
$19K +$2.35K +5 +15%
LC
500
Lindbrook Capital
California
$18K +$470 +1 +3%

TDG Hedge Fund Activity: Q3 2020 in Review

553 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2020, worth a combined $25.3B — up 6.3% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new TDG positions and 60 closed out — a net gain of 22 holders — while 203 added to existing stakes and 168 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $390M. The largest seller was Capital World Investors, cutting an estimated $510M.

  • 553 institutional investors held TransDigm Group (TDG) as of Q3 2020, up from 532 in Q2 2020.
  • Funds reported $25.3B of TransDigm Group stock for Q3 2020, up 6.3% quarter-over-quarter.
  • 82 funds opened new TransDigm Group positions in Q3 2020 and 60 closed out, a net change of +22 holders.
  • The largest TransDigm Group buyer in Q3 2020 was Vulcan Value Partners, an estimated $390M added.
  • The largest TransDigm Group seller in Q3 2020 was Capital World Investors, an estimated $510M sold.

Based on aggregated 13F filings for Q3 2020.