We are live on ! Find out more
TDG icon

TransDigm Group

607 hedge funds and large institutions have $31B invested in TransDigm Group in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 236 increasing their positions, 183 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $244M | Put options by funds: $105M

29% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 183

6% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 68

0.11% less ownership

Funds ownership: 96.74%96.64% (-0.11%)

0% less funds holding

Funds holding: 609607 (-2)

5% less capital invested

Capital invested by funds: $32.5B → $31B (-$1.57B)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
10.66%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.7%
New
72
Increased
236
Reduced
183
Closed
68
Calls
$244M
Puts
$105M
Net Calls
+$138M
Net Calls Change
+$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
501
Point72 Hong Kong
Hong Kong
$150K +$150K +255 New
Federated Hermes
502
Federated Hermes
Pennsylvania
$135K -$11.8K -20 -8%
SPIA
503
Steward Partners Investment Advisory
New York
$131K +$82.5K +140 +169%
PA
504
Parallel Advisors
California
$126K +$7.07K +12 +6%
QCG
505
Quadrant Capital Group
Ohio
$113K +$13K +22 +13%
TSW
506
Thompson Siegel & Walmsley
Virginia
$105K -$7.66K -13 -7%
FPS
507
Fieldpoint Private Securities
Connecticut
$101K -$589 -1 -0.6%
SFS
508
Sowell Financial Services
Arkansas
$93K -$4.13K -7 -4%
PB
509
Pinnacle Bancorp
Nebraska
$84K
WT
510
Whittier Trust
California
$84K +$9.43K +16 +13%
BCA
511
Berman Capital Advisors
Georgia
$84K +$26.5K +45 +45%
TWA
512
TCI Wealth Advisors
Arizona
$83K +$5.89K +10 +8%
NIM
513
NuWave Investment Management
New Jersey
$82K +$81.9K +139 New
AP
514
Arlington Partners
Alabama
$78K +$56.6K +96 +259%
TPCW
515
TD Private Client Wealth
New York
$73.1K +$2.95K +5 +4%
APA
516
American Portfolios Advisors
New York
$70.3K -$589 -1 -0.8%
HWA
517
HHM Wealth Advisors
Tennessee
$69K
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$65K +$18.3K +31 +39%
HI
519
Harbour Investments
Wisconsin
$63K +$63.1K +107 New
BBHC
520
Brown Brothers Harriman & Co
New York
$61.2K -$7.02M -11,921 -10%
LWA
521
Lenox Wealth Advisors
New York
$59K
RWB
522
RMR Wealth Builders
New Jersey
$58K +$58.3K +99 New
PFBT
523
Parkside Financial Bank & Trust
Missouri
$52K +$1.77K +3 +3%
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$49K
FF
525
FourThought Financial
Florida
$42K

TDG Hedge Fund Activity: Q1 2021 in Review

607 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2021, worth a combined $31B — down 4.8% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new TDG positions and 68 closed out — a net gain of 4 holders — while 236 added to existing stakes and 183 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Steadfast Capital Management, exiting entirely with an estimated $151M sold.

  • 607 institutional investors held TransDigm Group (TDG) as of Q1 2021, down from 609 in Q4 2020.
  • Funds reported $31B of TransDigm Group stock for Q1 2021, down 4.8% quarter-over-quarter.
  • 72 funds opened new TransDigm Group positions in Q1 2021 and 68 closed out, a net change of +4 holders.
  • The largest TransDigm Group buyer in Q1 2021 was BlackRock, an estimated $214M added.
  • The largest TransDigm Group seller in Q1 2021 was Steadfast Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2021.