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TransDigm Group
TDG

Overview Fund Activity

714 hedge funds and large institutions have $38.8B invested in TransDigm Group in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+14
Holders Change %
+2%
% of All Funds
11.43%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.93%
New
80
Increased
262
Reduced
250
Closed
56
Calls
$115M
Puts
$432M
Net Calls
-$317M
Net Calls Change
-$125M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.38B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$988M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.46B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$603M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$177M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
$881M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
$0
3
BP
Berkshire Partners
Massachusetts
$0
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$9.58K
5
Principal Financial Group
Principal Financial Group
Iowa
$2.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
501
Miracle Mile Advisors
California
$416K – – –
CGL
502
Clarius Group LLC
Washington
$410K -$3.69K -5 -0.9%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$409K -$1.47K -2 -0.4%
BCV
504
Banque Cantonale Vaudoise
Switzerland
$407K – – –
Cambridge Investment Research Advisors
505
Cambridge Investment Research Advisors
Iowa
$407K +$12.5K +17 +3%
CBA
506
Coastal Bridge Advisors
Connecticut
$407K – – –
BFC
507
Blue Fin Capital
Rhode Island
$403K +$6.84K +9 +2%
OA
508
Oak Associates
Ohio
$394K – – –
PCM
509
Prelude Capital Management
New York
$394K -$11.8K -16 -3%
SPIA
510
Steward Partners Investment Advisory
New York
$393K +$47.2K +64 +14%
First Manhattan
511
First Manhattan
New York
$391K – – –
QPWM
512
Quadrant Private Wealth Management
Pennsylvania
$388K – – –
GF
513
Gries Financial
Ohio
$388K +$388K +526 New
PCP
514
Proficio Capital Partners
Massachusetts
$384K +$1.47K +2 +0.4%
WJWM
515
Williams Jones Wealth Management
New York
$382K – – –
CAM
516
Cresset Asset Management
Illinois
$380K +$25.8K +35 +7%
MYAM
517
Meiji Yasuda Asset Management
Japan
$380K – – –
WT
518
Whittier Trust
California
$380K +$196K +266 +107%
JFG
519
JMG Financial Group
Illinois
$378K – – –
II
520
Inspire Investing
Idaho
$376K -$25.8K -35 -6%
CBFP
521
Cedar Brook Financial Partners
Ohio
$375K +$2.95K +4 +0.8%
IWC
522
Integrated Wealth Concepts
Massachusetts
$373K +$373K +507 New
CAIMH
523
Central Asset Investments & Management Holdings
Hong Kong
$372K +$372K +505 New
MNBTD
524
Moody National Bank Trust Division
Texas
$371K – – –
PAG
525
Private Advisor Group
New Jersey
$371K +$371K +503 New
19 20
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