We are live on ! Find out more
TDG icon

TransDigm Group

516 hedge funds and large institutions have $25.9B invested in TransDigm Group in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 179 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $24.1B → $25.9B (+$1.78B)

0.32% more ownership

Funds ownership: 100.48%100.81% (+0.32%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

4% less funds holding

Funds holding: 536516 (-20)

13% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 205

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

74% less call options, than puts

Call options by funds: $129M | Put options by funds: $507M

Holders
516
Holders Change
-20
Holders Change %
-3.73%
% of All Funds
11.21%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.67%
New
42
Increased
179
Reduced
205
Closed
58
Calls
$129M
Puts
$507M
Net Calls
-$377M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
501
Evolution Wealth Advisors
Florida
$4K +$3.74K +8 New
TRCT
502
Tower Research Capital (TRC)
New York
$3K -$460K -983 -99%
JCM
503
Jacobi Capital Management
Pennsylvania
$3K
SFA
504
Semmax Financial Advisors
North Carolina
$3K
PMFA
505
Plante Moran Financial Advisors
Michigan
$3K +$1.4K +3 +75%
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.27K +7 New
MWM
507
Meridian Wealth Management
Kentucky
$2.15K +$208K +444 New
AWM
508
Avior Wealth Management
Nebraska
$2K -$455K -972 -99%
EI
509
Ellevest Inc
New York
$2K -$2.34K -5 -50%
APC
510
Aspire Private Capital
North Carolina
$2K
WT
511
Whittier Trust
California
$2K
Fidelity International
512
Fidelity International
Bermuda
$1K -$4.67M -9,992 -100%
TFO
513
Tarbox Family Office
California
$1K
AS
514
Altshuler Shaham
Israel
$1K +$1.4K +3 New
GT
515
Glenmede Trust
Pennsylvania
$757 +$683K +1,460 +1,377%
LHC
516
Little House Capital
Massachusetts
$247
EMR
517
Errol M. Rudman
-$36.2M -79,736 Closed
CCM
518
Clearfield Capital Management
New York
-$22.7M -50,024 Closed
GAM
519
Gotham Asset Management
New York
-$14.2M -31,387 Closed
SAM
520
Scopus Asset Management
New York
-$13.6M -30,000 Closed
Renaissance Technologies
521
Renaissance Technologies
New York
-$11.9M -26,200 Closed
MC
522
Maverick Capital
Texas
-$7.15M -15,750 Closed
Mackenzie Financial
523
Mackenzie Financial
Ontario, Canada
-$6.13M -13,501 Closed
Capital Fund Management (CFM)
524
Capital Fund Management (CFM)
France
-$5.13M -11,293 Closed
XK
525
Xact Kapitalforvaltning
Sweden
-$3.58M -7,877 Closed

TDG Hedge Fund Activity: Q2 2019 in Review

516 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2019, worth a combined $25.9B — up 7.4% from $24.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of TDG and 42 opened new positions — a net loss of 16 holders — while 205 trimmed existing stakes and 179 added.

The largest buyer was Nuveen, adding an estimated $246M. The largest seller was Principal Financial Group, cutting an estimated $73.5M.

  • 516 institutional investors held TransDigm Group (TDG) as of Q2 2019, down from 536 in Q1 2019.
  • Funds reported $25.9B of TransDigm Group stock for Q2 2019, up 7.4% quarter-over-quarter.
  • 42 funds opened new TransDigm Group positions in Q2 2019 and 58 closed out, a net change of -16 holders.
  • The largest TransDigm Group buyer in Q2 2019 was Nuveen, an estimated $246M added.
  • The largest TransDigm Group seller in Q2 2019 was Principal Financial Group, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2019.