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TransDigm Group
TDG

Overview Fund Activity

529 hedge funds and large institutions have $23.8B invested in TransDigm Group in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 192 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+12
Holders Change %
+2.32%
% of All Funds
10.87%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.7%
New
100
Increased
170
Reduced
192
Closed
86
Calls
$285M
Puts
$191M
Net Calls
+$94.1M
Net Calls Change
+$160M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$458M
2
LPC
Lone Pine Capital
Connecticut
$774M
3
Principal Financial Group
Principal Financial Group
Iowa
$1.4B
4
SP
Stockbridge Partners
Massachusetts
$628M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$113M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$649M
2
Select Equity Group
Select Equity Group
New York
$79.1M
3
WPL
WINDACRE PARTNERSHIP LLC
Texas
$778M
4
BlackRock
BlackRock
New York
$1.59B
5
Capital International Investors
Capital International Investors
California
$2.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
501
Walled Lake Planning & Wealth Management
Illinois
$6K – – –
EW
502
Evoke Wealth
California
$6K +$1.85K +4 +44%
TFS
503
TrustCore Financial Services
Tennessee
$5K – – –
GAM
504
Gemmer Asset Management
California
$5K +$5K +11 New
AWA
505
Arkadios Wealth Advisors
Georgia
$4.23K +$3.8K +9 +900%
EC
506
Estate Counselors
Wisconsin
$4K -$320K -800 -99%
SA
507
SRH Advisors
Kansas
$4K – – –
BAM
508
Bellevue Asset Management
Washington
$4K +$400 +1 +11%
EWA
509
Evolution Wealth Advisors
Florida
$4K +$4K +8 New
GRP
510
Global Retirement Partners
California
$4K +$4K +10 New
SFA
511
Semmax Financial Advisors
North Carolina
$3K – – –
JCM
512
Jacobi Capital Management
Pennsylvania
$3K – – –
FMP
513
Financial Management Professionals
Texas
$3K +$3K +7 New
AWM
514
Apollon Wealth Management
South Carolina
$3K +$3K +7 New
APC
515
Aspire Private Capital
North Carolina
$2K – – –
AWM
516
Avior Wealth Management
Nebraska
$2K – – –
CWC
517
Carolinas Wealth Consulting
North Carolina
$2K +$2K +4 New
GI
518
Gradient Investments
Minnesota
$1K – – –
PWMG
519
Prestige Wealth Management Group
New Jersey
$1K – – –
HI
520
Hudock Inc
Pennsylvania
$1K – – –
KTC
521
Kistler-Tiffany Companies
Pennsylvania
$1K +$1K +2 New
HIA
522
Harbor Investment Advisory
Maryland
$1K +$1K +3 New
CFD
523
Creative Financial Designs
Indiana
$1K +$1K +3 New
JG
524
Jefferies Group
New York
$210 -$1.26K -2,857 -86%
TI
525
tru Independence
Oregon
$182 +$182 +411 New
19 20
21
22 23