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TransDigm Group
TDG

Overview Fund Activity

578 hedge funds and large institutions have $29.9B invested in TransDigm Group in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 217 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+31
Holders Change %
+5.67%
% of All Funds
11.41%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.77%
New
89
Increased
217
Reduced
183
Closed
49
Calls
$256M
Puts
$247M
Net Calls
+$9.01M
Net Calls Change
+$265M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$165M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$116M
3
Capital World Investors
Capital World Investors
California
+$114M
4
FAM
Fred Alger Management
New York
+$99.5M
5
American Century Companies
American Century Companies
Missouri
+$77.2M

Top Sellers

1
BP
Berkshire Partners
Massachusetts
-$455M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$150M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$39.1M
4
MG
Meritage Group
California
-$35.6M
5
ECU
Egerton Capital (UK)
United Kingdom
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
551
TrustCore Financial Services
Tennessee
$7K +$538 +1 +8%
WLPWM
552
Walled Lake Planning & Wealth Management
Illinois
$7K +$7K +13 New
BAM
553
Bellevue Asset Management
Washington
$6K +$6K +10 New
SPIA
554
Steward Partners Investment Advisory
New York
$5K – – –
SA
555
SRH Advisors
Kansas
$5K – – –
EWA
556
Evolution Wealth Advisors
Florida
$5K +$556 +1 +13%
CCM
557
Covington Capital Management
California
$5K +$5K +9 New
GWS
558
Glassman Wealth Services
Virginia
$4K -$2K -4 -33%
PMFA
559
Plante Moran Financial Advisors
Michigan
$4K – – –
SFA
560
Semmax Financial Advisors
North Carolina
$3K – – –
CTB
561
Country Trust Bank
Illinois
$3K – – –
JCM
562
Jacobi Capital Management
Pennsylvania
$3K – – –
EIP
563
Ellis Investment Partners
Pennsylvania
$3K – – –
EWM
564
EPG Wealth Management
Georgia
$3K +$3K +5 New
JWBC
565
John W. Brooker & Co
California
$3K +$3K +5 New
WCM
566
Wealthcare Capital Management
Virginia
$3K +$3K +6 New
APC
567
Aspire Private Capital
North Carolina
$2K – – –
AWM
568
Avior Wealth Management
Nebraska
$2K – – –
HI
569
Hudock Inc
Pennsylvania
$2K +$2K +4 New
LP
570
LMR Partners
United Kingdom
$1.31K +$382 +683 +41%
FPFS
571
First Personal Financial Services
North Carolina
$1K -$75K -150 -99%
AS
572
Altshuler Shaham
Israel
$1K -$1K -1 -50%
GI
573
Gradient Investments
Minnesota
$1K – – –
ETC
574
Exchange Traded Concepts
Oklahoma
$1K +$1K +1 New
CFB
575
Cullen/Frost Bankers
Texas
$1K +$1K +1 New
21 22
23
24 25