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TransDigm Group
TDG

Overview Fund Activity

762 hedge funds and large institutions have $44.7B invested in TransDigm Group in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 271 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+22
Holders Change %
+2.97%
% of All Funds
12.15%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.75%
New
77
Increased
269
Reduced
271
Closed
49
Calls
$189M
Puts
$342M
Net Calls
-$153M
Net Calls Change
+$61.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$646M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$295M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
4
Norges Bank
Norges Bank
Norway
+$106M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$88.1M

Top Sellers

1
ACM
Abrams Capital Management
Massachusetts
-$280M
2
VVP
Vulcan Value Partners
Alabama
-$164M
3
DVI
Deccan Value Investors
Connecticut
-$141M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$141M
5
LPC
Lone Pine Capital
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
476
Castleark Management
Illinois
$649K – – –
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$649K +$71.6K +85 +12%
NP
478
Ninepoint Partners
Ontario, Canada
$644K – – –
BRWA
479
B. Riley Wealth Advisors
Florida
$643K +$7.59K +9 +1%
BTWM
480
Baker Tilly Wealth Management
Wisconsin
$626K -$1.3M -1,537 -67%
HI
481
Horizon Investments
North Carolina
$626K +$9.27K +11 +2%
Verition Fund Management
482
Verition Fund Management
Connecticut
$618K -$2.18M -2,589 -78%
BFC
483
Blue Fin Capital
Rhode Island
$614K +$157K +186 +34%
BCV
484
Banque Cantonale Vaudoise
Switzerland
$612K +$146K +173 +31%
MAS
485
Meeder Advisory Services
Ohio
$609K -$64.9K -77 -10%
Citadel Advisors
486
Citadel Advisors
Florida
$605K -$5.17M -6,135 -90%
SFA
487
Souders Financial Advisors
Ohio
$605K -$43.8K -52 -7%
TFA
488
Toth Financial Advisory
Virginia
$590K – – –
AS
489
Altshuler Shaham
Israel
$589K -$141K -167 -19%
GS
490
GTS Securities
New York
$588K +$350K +415 +147%
NRS
491
Neville Rodie & Shaw
New York
$586K – – –
FTDI
492
First Trust Direct Indexing
Massachusetts
$585K +$59K +70 +11%
Capstone Investment Advisors
493
Capstone Investment Advisors
New York
$585K +$93.6K +111 +19%
WT
494
Whittier Trust
California
$581K +$185K +220 +47%
Vontobel Holding
495
Vontobel Holding
Switzerland
$572K +$572K +679 New
OIS
496
Okabena Investment Services
Minnesota
$571K -$182K -216 -24%
BL
497
BFSG LLC
California
$570K -$292K -346 -34%
FIM
498
Fruth Investment Management
Texas
$569K -$8.43K -10 -1%
YIA
499
YHB Investment Advisors
Connecticut
$560K – – –
Los Angeles Capital Management
500
Los Angeles Capital Management
California
$551K -$19.6M -23,270 -97%
18 19
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