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TransDigm Group
TDG

Overview Fund Activity

678 hedge funds and large institutions have $33.7B invested in TransDigm Group in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 272 increasing their positions, 207 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+24
Holders Change %
+3.67%
% of All Funds
10.73%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
79
Increased
272
Reduced
207
Closed
51
Calls
$157M
Puts
$568M
Net Calls
-$411M
Net Calls Change
-$212M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$102M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$102M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$101M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$76.3M
5
Artisan Partners
Artisan Partners
Wisconsin
+$73.8M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$185M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$170M
3
PCM
Palestra Capital Management
New York
-$156M
4
VVP
Vulcan Value Partners
Alabama
-$129M
5
TP
Third Point
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
526
Marble Harbor Investment Counsel
Massachusetts
$261K – – –
LCM
527
Laurion Capital Management
New York
$261K +$261K +400 New
P
528
&Partners
Tennessee
$259K -$123K -188 -32%
Baird Financial Group
529
Baird Financial Group
Wisconsin
$259K +$3.92K +6 +2%
QPWM
530
Quadrant Private Wealth Management
Pennsylvania
$259K +$259K +398 New
VFA
531
Valeo Financial Advisors
Indiana
$256K +$256K +393 New
WP
532
WMS Partners
Maryland
$255K +$255K +391 New
FTDI
533
First Trust Direct Indexing
Massachusetts
$243K +$8.47K +13 +4%
BSW
534
Buckingham Strategic Wealth
Missouri
$241K +$4.56K +7 +2%
CIC
535
Carnegie Investment Counsel
Ohio
$237K – – –
RFC
536
Regions Financial Corp
Alabama
$235K +$3.26K +5 +1%
WP
537
WealthSource Partners
California
$233K -$7.81K -12 -3%
PWPS
538
Pinnacle Wealth Planning Services
Ohio
$233K +$18.9K +29 +9%
Assenagon Asset Management
539
Assenagon Asset Management
Luxembourg
$232K +$11.7K +18 +5%
SWA
540
Stratos Wealth Advisors
Ohio
$229K -$3.9K -6 -2%
DWA
541
Douglass Winthrop Advisors
New York
$228K – – –
MAM
542
Meeder Asset Management
Ohio
$226K +$226K +347 New
DWM
543
Dakota Wealth Management
Florida
$225K -$6.52K -10 -3%
SCM
544
Shelton Capital Management
Colorado
$223K – – –
FHC
545
First Heartland Consultants
Missouri
$220K +$6.51K +10 +3%
FWCM
546
Ferguson Wellman Capital Management
Oregon
$219K +$3.91K +6 +2%
PBF
547
Petix & Botte Financial
California
$219K +$219K +336 New
JG
548
Jefferies Group
New York
$214K +$214K +329 New
OIA
549
OneDigital Investment Advisors
Kansas
$213K +$213K +327 New
PA
550
Parallel Advisors
California
$211K -$2.02K -3 -0.9%
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