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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Advisornet Financial
Minnesota
$1.48M +$22.1K +17 +2%
AG
527
Ascent Group
Virginia
$1.48M +$27.3K +21 +2%
FBT
528
First Bank & Trust
South Dakota
$1.48M +$507K +390 +60%
AC
529
AXQ Capital
New Jersey
$1.48M -$1.41M -1,088 -51%
UH
530
Unigestion Holding
Switzerland
$1.48M +$1.34M +1,034 New
MAS
531
Meeder Advisory Services
Ohio
$1.44M +$6.5K +5 +0.5%
STA
532
Summit Trail Advisors
New York
$1.43M -$13K -10 -1%
BPA
533
Beacon Pointe Advisors
California
$1.41M -$79.3K -61 -6%
WTC
534
WhitTier Trust Company
Nevada
$1.41M
PIM
535
Plato Investment Management
Australia
$1.4M +$182K +140 +17%
O
536
Ossiam
France
$1.4M -$14.3K -11 -1%
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
$1.39M -$1.11M -854 -47%
GC
538
Gilbert & Cook
Iowa
$1.38M -$152K -117 -11%
SC
539
Skylands Capital
Wisconsin
$1.36M -$13K -10 -1%
AM
540
AGF Management
Ontario, Canada
$1.36M +$352K +271 +40%
CSI
541
Cross Staff Investments
New York
$1.36M
CCA
542
Checchi Capital Advisers
California
$1.34M +$1.3K +1 +0.1%
AIM
543
Anchor Investment Management
South Carolina
$1.31M +$57.2K +44 +5%
EWM
544
Evercore Wealth Management
New York
$1.29M
BS
545
Banco Santander
Spain
$1.29M +$212K +163 +21%
YIA
546
YHB Investment Advisors
Connecticut
$1.28M
Lido Advisors
547
Lido Advisors
California
$1.26M +$303K +233 +36%
MYAM
548
Meiji Yasuda Asset Management
Japan
$1.26M +$14.3K +11 +1%
IWC
549
Integrated Wealth Concepts
Massachusetts
$1.25M -$58.5K -45 -5%
SGI
550
Summit Global Investments
Utah
$1.24M +$1.13M +870 New

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.