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TransDigm Group

553 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, 203 increasing their positions, 168 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

24% more call options, than puts

Call options by funds: $285M | Put options by funds: $231M

21% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 168

6% more capital invested

Capital invested by funds: $23.8B → $25.3B (+$1.5B)

4% more funds holding

Funds holding: 532553 (+21)

1.22% less ownership

Funds ownership: 99.5%98.29% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
553
Holders Change
+21
Holders Change %
+3.95%
% of All Funds
11.16%
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
203
Reduced
168
Closed
60
Calls
$285M
Puts
$231M
Net Calls
+$54.9M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
Evolution Wealth Advisors
Florida
$4K
SA
527
SRH Advisors
Kansas
$4K
CHAM
528
Clear Harbor Asset Management
Connecticut
$3.33K +$3.29K +7 New
TAIM
529
TD Ameritrade Investment Management
Nebraska
$3K -$47.5K -101 -94%
FMP
530
Financial Management Professionals
Texas
$3K
JCM
531
Jacobi Capital Management
Pennsylvania
$3K
SFA
532
Semmax Financial Advisors
North Carolina
$3K
BWA
533
BDO Wealth Advisors
Florida
$3K +$3.29K +7 New
FHA
534
Flagship Harbor Advisors
Massachusetts
$2K -$23K -49 -91%
APC
535
Aspire Private Capital
North Carolina
$2K
AWM
536
Avior Wealth Management
Nebraska
$2K
CWC
537
Carolinas Wealth Consulting
North Carolina
$2K
NFG
538
Next Financial Group
Texas
$2K +$1.88K +4 New
PFWA
539
Paces Ferry Wealth Advisors
Georgia
$2K +$1.88K +4 New
SXL
540
Summit X LLC
Missouri
$1.43K +$31.5K +67 New
AssetMark Inc
541
AssetMark Inc
California
$1K -$6.58K -14 -88%
CFD
542
Creative Financial Designs
Indiana
$1K
GI
543
Gradient Investments
Minnesota
$1K
HIA
544
Harbor Investment Advisory
Maryland
$1K
HI
545
Hudock Inc
Pennsylvania
$1K
KTC
546
Kistler-Tiffany Companies
Pennsylvania
$1K
PWMG
547
Prestige Wealth Management Group
New Jersey
$1K
CA
548
Crewe Advisors
Utah
$1K +$1.41K +3 New
TFM
549
TFC Financial Management
Massachusetts
$1K +$1.41K +3 New
FFA
550
Founders Financial Alliance
North Carolina
$1K +$2.35K +5 New

TDG Hedge Fund Activity: Q3 2020 in Review

553 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2020, worth a combined $25.3B — up 6.3% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new TDG positions and 60 closed out — a net gain of 22 holders — while 203 added to existing stakes and 168 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $390M. The largest seller was Capital World Investors, cutting an estimated $510M.

  • 553 institutional investors held TransDigm Group (TDG) as of Q3 2020, up from 532 in Q2 2020.
  • Funds reported $25.3B of TransDigm Group stock for Q3 2020, up 6.3% quarter-over-quarter.
  • 82 funds opened new TransDigm Group positions in Q3 2020 and 60 closed out, a net change of +22 holders.
  • The largest TransDigm Group buyer in Q3 2020 was Vulcan Value Partners, an estimated $390M added.
  • The largest TransDigm Group seller in Q3 2020 was Capital World Investors, an estimated $510M sold.

Based on aggregated 13F filings for Q3 2020.