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TransDigm Group
TDG

Overview Fund Activity

740 hedge funds and large institutions have $47.7B invested in TransDigm Group in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 262 increasing their positions, 243 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+26
Holders Change %
+3.64%
% of All Funds
11.67%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.8%
New
88
Increased
262
Reduced
243
Closed
59
Calls
$158M
Puts
$372M
Net Calls
-$214M
Net Calls Change
+$103M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$576M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$479M
3
Capital World Investors
Capital World Investors
California
+$300M
4
Norges Bank
Norges Bank
Norway
+$172M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$155M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$203M
2
Citadel Advisors
Citadel Advisors
Florida
-$176M
3
Millennium Management
Millennium Management
New York
-$114M
4
LPC
Lone Pine Capital
Connecticut
-$104M
5
XL
XN LP
New York
-$86.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
526
SignatureFD
Georgia
$462K +$24.1K +27 +6%
JFG
527
JMG Financial Group
Illinois
$459K – – –
PAI
528
Pittenger & Anderson Inc
Nebraska
$458K +$333K +372 +266%
WJWM
529
Williams Jones Wealth Management
New York
$457K -$6.26K -7 -1%
PCP
530
Proficio Capital Partners
Massachusetts
$455K -$10.7K -12 -2%
PAG
531
Private Advisor Group
New Jersey
$452K – – –
MNBTD
532
Moody National Bank Trust Division
Texas
$451K – – –
MHIC
533
Marble Harbor Investment Counsel
Massachusetts
$447K – – –
SWM
534
SeaCrest Wealth Management
New York
$444K +$6.26K +7 +1%
ONB
535
Old National Bancorp
Indiana
$436K -$3.58K -4 -0.8%
WT
536
Whittier Trust
California
$419K -$41.1K -46 -9%
DWT
537
Dorsey & Whitney Trust
South Dakota
$414K +$126K +141 +44%
GA
538
Geller Advisors
New York
$412K +$412K +461 New
WB
539
Webster Bank
Connecticut
$411K – – –
BAM
540
Belpointe Asset Management
Nevada
$410K +$173K +193 +73%
WPC
541
Wedmont Private Capital
Pennsylvania
$408K +$42.7K +48 +12%
RC
542
Roundview Capital
New Jersey
$408K – – –
4WM
543
4J Wealth Management
Virginia
$407K -$32.2K -36 -7%
AIA
544
Angeles Investment Advisors
California
$402K +$402K +450 New
SFI
545
Siemens Fonds Invest
Germany
$401K +$17.8K +20 +5%
Lazard Asset Management
546
Lazard Asset Management
New York
$400K -$2.67K -3 -0.7%
PCM
547
Prelude Capital Management
New York
$384K -$93K -104 -19%
ONGA
548
O'Neil Global Advisors
California
$383K +$383K +428 New
PCM
549
Parsons Capital Management
Rhode Island
$382K – – –
LAS
550
LWM Advisory Services
Florida
$382K – – –
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