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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
+$734M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$677M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$339M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$140M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
-$300M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$289M
3
BP
Berkshire Partners
Massachusetts
-$257M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$226M
5
Principal Financial Group
Principal Financial Group
Iowa
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
526
Marble Harbor Investment Counsel
Massachusetts
$369K +$73.7K +100 +25%
WorldQuant Millennium Advisors
527
WorldQuant Millennium Advisors
New York
$365K -$2.03M -2,755 -85%
ONB
528
Old National Bancorp
Indiana
$363K +$363K +492 New
4WM
529
4J Wealth Management
Virginia
$362K -$74.5K -101 -17%
SWM
530
SeaCrest Wealth Management
New York
$361K +$13.3K +18 +4%
S
531
SignatureFD
Georgia
$361K +$28.7K +39 +9%
GVAG
532
Great Valley Advisor Group
Delaware
$342K +$342K +464 New
WB
533
Webster Bank
Connecticut
$339K – – –
FA
534
FDx Advisors
Illinois
$338K – – –
RC
535
Roundview Capital
New Jersey
$336K -$737 -1 -0.2%
KTC
536
Kistler-Tiffany Companies
Pennsylvania
$335K +$282K +383 +539%
VIA
537
Vident Investment Advisory
Georgia
$332K +$47.9K +65 +17%
Lazard Asset Management
538
Lazard Asset Management
New York
$332K +$4.41K +6 +1%
PI
539
PGGM Investments
Netherlands
$328K +$328K +445 New
FNBT
540
FineMark National Bank & Trust
Florida
$323K +$39.8K +54 +14%
SFI
541
Siemens Fonds Invest
Germany
$318K -$5.9K -8 -2%
PCM
542
Parsons Capital Management
Rhode Island
$315K -$17K -23 -5%
LAS
543
LWM Advisory Services
Florida
$315K +$315K +427 New
SW
544
SVB Wealth
Massachusetts
$310K +$28K +38 +10%
D.E. Shaw & Co
545
D.E. Shaw & Co
New York
$305K -$1.4M -1,895 -82%
EGM
546
Engineers Gate Manager
New York
$305K -$5.9K -8 -2%
CIBC World Market
547
CIBC World Market
Ontario, Canada
$305K +$305K +414 New
MA
548
Montag & Associates
Georgia
$304K +$12.5K +17 +4%
DFCM
549
Dark Forest Capital Management
Puerto Rico
$304K +$304K +412 New
CGA
550
Crescent Grove Advisors
Illinois
$302K – – –
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