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TransDigm Group
TDG

Overview Fund Activity

550 hedge funds and large institutions have $25.3B invested in TransDigm Group in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 202 increasing their positions, 168 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+21
Holders Change %
+3.97%
% of All Funds
11.13%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
82
Increased
202
Reduced
168
Closed
60
Calls
$285M
Puts
$231M
Net Calls
+$54.9M
Net Calls Change
-$39.2M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$887M
2
Capital International Investors
Capital International Investors
California
$2.72B
3
TP
Third Point
New York
$207M
4
FAM
Fred Alger Management
New York
$155M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$70.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$449M
2
LPC
Lone Pine Capital
Connecticut
$358M
3
WPL
WINDACRE PARTNERSHIP LLC
Texas
$558M
4
Capital Research Global Investors
Capital Research Global Investors
California
$443M
5
SFM
Soros Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLF
501
Sun Life Financial
Ontario, Canada
$15K +$1.41K +3 +10%
GWS
502
Glassman Wealth Services
Virginia
$14K +$2.33K +5 +20%
TFO
503
Tarbox Family Office
California
$14K +$3.27K +7 +30%
WT
504
Washington Trust
Rhode Island
$13K -$481 -1 -4%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$13K +$963 +2 +8%
HR
506
Howe & Rusling
New York
$12K – – –
EARNEST Partners
507
EARNEST Partners
Georgia
$11K – – –
AF
508
Allworth Financial
California
$11K – – –
RA
509
Rational Advisors
New York
$11K +$11K +24 New
PW
510
Price Wealth
Texas
$11K +$11K +24 New
VCM
511
Versant Capital Management
Arizona
$10K – – –
SPIA
512
Steward Partners Investment Advisory
New York
$9K -$2.84K -6 -24%
CAGAS
513
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
VFA
514
Valeo Financial Advisors
Indiana
$8K -$40.9K -87 -84%
PCG
515
Private Capital Group
Connecticut
$8K -$2K -4 -20%
BHWM
516
Bay Harbor Wealth Management
Maryland
$7K +$7K +15 New
TFS
517
TrustCore Financial Services
Tennessee
$6K – – –
EW
518
Evoke Wealth
California
$6K – – –
WLPWM
519
Walled Lake Planning & Wealth Management
Illinois
$6K – – –
BWM
520
BerganKDV Wealth Management
Minnesota
$5K -$12.3K -27 -71%
GAM
521
Gemmer Asset Management
California
$5K – – –
BAM
522
Bellevue Asset Management
Washington
$5K – – –
SA
523
SRH Advisors
Kansas
$4K – – –
EWA
524
Evolution Wealth Advisors
Florida
$4K – – –
CHAM
525
Clear Harbor Asset Management
Connecticut
$3.33K +$3.33K +7 New
19 20
21
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