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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
476
Sit Investment Associates
Minnesota
$2.14M +$1.92M +1,480 +7,400%
SCP
477
Steamboat Capital Partners
New York
$2.13M +$1.95M +1,496 New
WFC
478
Western Financial Corp
California
$2.13M +$52K +40 +3%
GT
479
Greenleaf Trust
Michigan
$2.11M +$49.4K +38 +3%
YIH
480
Y-Intercept (HK)
Hong Kong
$2.06M -$490K -377 -21%
JFG
481
Jefferies Financial Group
New York
$2.04M -$10.4K -8 -0.6%
P
482
&Partners
Tennessee
$2.04M +$1.83M +1,407 New
NA
483
NewEdge Advisors
Louisiana
$2.03M -$545K -419 -23%
TI
484
Tidal Investments
Wisconsin
$1.99M -$447K -344 -20%
IAN
485
Integrated Advisors Network
Texas
$1.96M +$27.3K +21 +2%
WAM
486
Wolverine Asset Management
Illinois
$1.94M +$160K +123 +10%
GVAG
487
Great Valley Advisor Group
Delaware
$1.94M +$155K +119 +10%
LTAS
488
Linden Thomas Advisory Services
North Carolina
$1.9M
OAM
489
Oppenheimer Asset Management
New York
$1.9M -$291K -224 -14%
AWP
490
Accretive Wealth Partners
New Jersey
$1.89M -$50.7K -39 -3%
RC
491
Roundview Capital
New Jersey
$1.89M +$546K +420 +47%
DAS
492
Dynamic Advisor Solutions
Arizona
$1.88M +$144K +111 +9%
AIM
493
Aigen Investment Management
New York
$1.87M +$1.7M +1,308 New
MA
494
Montag & Associates
Georgia
$1.85M +$122K +94 +8%
BFC
495
Blue Fin Capital
Rhode Island
$1.84M +$98.8K +76 +6%
TC
496
TownSquare Capital
Utah
$1.82M +$332K +255 +25%
HI
497
Horizon Investments
North Carolina
$1.8M +$636K +489 +58%
GCM
498
Graham Capital Management
Connecticut
$1.77M -$130K -100 -7%
AAP
499
Arax Advisory Partners
Colorado
$1.77M -$67.6K -52 -4%
PAM
500
Panagora Asset Management
Massachusetts
$1.76M -$670K -515 -29%

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.