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TransDigm Group
TDG

Overview Fund Activity

714 hedge funds and large institutions have $38.8B invested in TransDigm Group in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+14
Holders Change %
+2%
% of All Funds
11.43%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.93%
New
80
Increased
262
Reduced
250
Closed
56
Calls
$115M
Puts
$432M
Net Calls
-$317M
Net Calls Change
-$125M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$734M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$677M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$339M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$140M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
-$300M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$289M
3
BP
Berkshire Partners
Massachusetts
-$257M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$226M
5
Principal Financial Group
Principal Financial Group
Iowa
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
476
YHB Investment Advisors
Connecticut
$489K – – –
AG
477
AIA Group
Hong Kong
$488K +$34.6K +47 +8%
BAMF
478
BI Asset Management Fondsmaeglerselskab
Denmark
$487K +$81.8K +111 +20%
BRWA
479
B. Riley Wealth Advisors
Florida
$481K +$44.2K +60 +10%
CWM
480
Circle Wealth Management
New Jersey
$478K +$4.42K +6 +0.9%
AIM
481
Achmea Investment Management
Netherlands
$478K -$1.62M -2,202 -77%
FBFS
482
First Business Financial Services
Wisconsin
$478K – – –
STA
483
Summit Trail Advisors
New York
$474K +$31.7K +43 +7%
AIP
484
Ameritas Investment Partners
Nebraska
$467K – – –
SP
485
Symmetry Partners
Connecticut
$467K – – –
Carson Wealth (CWM LLC)
486
Carson Wealth (CWM LLC)
Nebraska
$467K +$89.9K +122 +24%
TSS
487
Two Sigma Securities
New York
$466K -$318K -432 -41%
CI
488
Cigna Investments
Connecticut
$464K -$10.3K -14 -2%
FMAEN1
489
Fund Management at Engine No 1
California
$464K +$44.2K +60 +11%
AF
490
Advisornet Financial
Minnesota
$461K – – –
TP
491
Tranquility Partners
Tennessee
$449K +$449K +609 New
XT
492
XTX Topco
Cayman Islands
$449K +$449K +609 New
MLL
493
Moody Lynn & Lieberson
Massachusetts
$446K – – –
ADL
494
Asset Dedication LLC
California
$445K – – –
NFA
495
Northern Financial Advisors
Michigan
$428K – – –
STAS
496
Strong Tower Advisory Services
Minnesota
$428K -$29.5K -40 -6%
MCM
497
MAI Capital Management
Ohio
$424K -$274K -372 -39%
CA
498
Clearstead Advisors
Ohio
$422K +$27.3K +37 +7%
FTDI
499
First Trust Direct Indexing
Massachusetts
$419K +$5.9K +8 +1%
PA
500
Profund Advisors
Maryland
$417K +$17.7K +24 +4%
18 19
20
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