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TransDigm Group
TDG

520 hedge funds and large institutions have $17.5B invested in TransDigm Group in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 214 increasing their positions, 170 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 170

2.15% more ownership

Funds ownership: 99.41% → 101.55% (+2.1%)

10% less funds holding

Funds holding: 580 → 520 (-60)

26% less funds holding in top 10

Funds holding in top 10: 39 → 29 (-10)

39% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 138

40% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $164M

42% less capital invested

Capital invested by funds: $29.9B → $17.5B (-$12.4B)

Holders
520
Holders Change
-60
Holders Change %
-10.34%
% of All Funds
11.46%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.64%
New
84
Increased
214
Reduced
170
Closed
138
Calls
$98.1M
Puts
$164M
Net Calls
-$65.9M
Net Calls Change
-$74.9M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$903M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$612M
3
ACM
Abrams Capital Management
Massachusetts
+$294M
4
BP
Berkshire Partners
Massachusetts
+$277M
5
AP
Altarock Partners
Florida
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$820M
2
ECU
Egerton Capital (UK)
United Kingdom
-$396M
3
Capital World Investors
Capital World Investors
California
-$368M
4
LPC
Lone Pine Capital
Connecticut
-$261M
5
Tiger Global Management
Tiger Global Management
New York
-$168M
Name Holding Trade Value Shares
Change 		Change in
Stake
TEC
526
Tiger Eye Capital
Tennessee
– -$28.6M -51,122 Closed
Point72 Asset Management
527
Point72 Asset Management
Connecticut
– -$23.1M -41,200 Closed
ACP
528
Atalan Capital Partners
New York
– -$22.4M -40,000 Closed
SM
529
Saya Management
New York
– -$21.4M -38,145 Closed
KBC Group
530
KBC Group
Belgium
– -$18M -32,081 Closed
SAM
531
Sandbar Asset Management
United Kingdom
– -$17.7M -31,689 Closed
TG
532
TCW Group
California
– -$17.4M -31,026 Closed
ECM
533
Ensemble Capital Management
California
– -$17.4M -31,017 Closed
GTP
534
Global Thematic Partners
New York
– -$16.7M -29,869 Closed
WIM
535
Weitz Investment Management
Nebraska
– -$15.9M -28,355 Closed
SAM
536
Scopus Asset Management
New York
– -$14.2M -25,300 Closed
CM
537
Churchill Management
California
– -$10.7M -19,075 Closed
IM
538
Islet Management
New York
– -$9.8M -17,500 Closed
RPI
539
Railway Pension Investments
United Kingdom
– -$7.98M -14,250 Closed
RA
540
Riverstone Advisors
Texas
– -$6.99M -12,489 Closed
CCA
541
Catalyst Capital Advisors
New York
– -$6.55M -11,700 Closed
Credit Agricole
542
Credit Agricole
France
– -$6.28M -11,217 Closed
DnB Asset Management
543
DnB Asset Management
Norway
– -$5.99M -10,693 Closed
BP
544
Broadleaf Partners
Ohio
– -$5.59M -9,986 Closed
Renaissance Technologies
545
Renaissance Technologies
New York
– -$5.49M -9,800 Closed
AIM
546
Achmea Investment Management
Netherlands
– -$5.44M -9,709 Closed
SC
547
Sepio Capital
Utah
– -$4.79M -8,557 Closed
BU
548
Brown University
Rhode Island
– -$4.56M -8,143 Closed
LOAMU
549
Lombard Odier Asset Management (USA)
New York
– -$4.48M -8,000 Closed
WCA
550
Waratah Capital Advisors
Ontario, Canada
– -$4.47M -7,989 Closed
20 21
22
23 24

TDG Hedge Fund Activity: Q1 2020 in Review

520 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2020, worth a combined $17.5B — down 42% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of TDG and 84 opened new positions — a net loss of 54 holders — while 170 trimmed existing stakes and 214 added.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $903M. The largest seller was Fidelity Investments, cutting an estimated $820M.

  • 520 institutional investors held TransDigm Group (TDG) as of Q1 2020, down from 580 in Q4 2019.
  • Funds reported $17.5B of TransDigm Group stock for Q1 2020, down 42% quarter-over-quarter.
  • 84 funds opened new TransDigm Group positions in Q1 2020 and 138 closed out, a net change of -54 holders.
  • The largest TransDigm Group buyer in Q1 2020 was WINDACRE PARTNERSHIP LLC, an estimated $903M added.
  • The largest TransDigm Group seller in Q1 2020 was Fidelity Investments, an estimated $820M sold.

Based on aggregated 13F filings for Q1 2020.