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TransDigm Group
TDG

580 hedge funds and large institutions have $29.9B invested in TransDigm Group in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 184 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 49

30% more funds holding in top 10

Funds holding in top 10: 30 → 39 (+9)

18% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 184

8% more capital invested

Capital invested by funds: $27.6B → $29.9B (+$2.26B)

6% more funds holding

Funds holding: 548 → 580 (+32)

4% more call options, than puts

Call options by funds: $256M | Put options by funds: $247M

0.3% less ownership

Funds ownership: 99.71% → 99.41% (-0.3%)

Holders
580
Holders Change
+32
Holders Change %
+5.84%
% of All Funds
11.43%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.77%
New
90
Increased
217
Reduced
184
Closed
49
Calls
$256M
Puts
$247M
Net Calls
+$9.01M
Net Calls Change
+$265M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$161M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$114M
3
Capital World Investors
Capital World Investors
California
+$111M
4
FAM
Fred Alger Management
New York
+$97.3M
5
American Century Companies
American Century Companies
Missouri
+$75.5M

Top Sellers

Rank Fund Capital Flow
1
BP
Berkshire Partners
Massachusetts
-$444M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$147M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$38.2M
4
MG
Meritage Group
California
-$34.8M
5
ECU
Egerton Capital (UK)
United Kingdom
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
551
Total Clarity Wealth Management
Illinois
$8K +$8.21K +15 New
BHWM
552
Bay Harbor Wealth Management
Maryland
$7K – – –
TFS
553
TrustCore Financial Services
Tennessee
$7K +$547 +1 +8%
WLPWM
554
Walled Lake Planning & Wealth Management
Illinois
$7K +$7.12K +13 New
BAM
555
Bellevue Asset Management
Washington
$6K +$5.47K +10 New
SA
556
SRH Advisors
Kansas
$5K – – –
SPIA
557
Steward Partners Investment Advisory
New York
$5K – – –
EWA
558
Evolution Wealth Advisors
Florida
$5K +$547 +1 +13%
CCM
559
Covington Capital Management
California
$5K +$4.93K +9 New
GWS
560
Glassman Wealth Services
Virginia
$4K -$2.19K -4 -33%
PMFA
561
Plante Moran Financial Advisors
Michigan
$4K – – –
CTB
562
Country Trust Bank
Illinois
$3K – – –
EIP
563
Ellis Investment Partners
Pennsylvania
$3K – – –
JCM
564
Jacobi Capital Management
Pennsylvania
$3K – – –
SFA
565
Semmax Financial Advisors
North Carolina
$3K – – –
EWM
566
EPG Wealth Management
Georgia
$3K +$2.74K +5 New
JWBC
567
John W. Brooker & Co
California
$3K +$2.74K +5 New
WCM
568
Wealthcare Capital Management
Virginia
$3K +$3.28K +6 New
APC
569
Aspire Private Capital
North Carolina
$2K – – –
AWM
570
Avior Wealth Management
Nebraska
$2K – – –
HI
571
Hudock Inc
Pennsylvania
$2K +$2.19K +4 New
LP
572
LMR Partners
United Kingdom
$1.31K +$374K +683 +41%
FPFS
573
First Personal Financial Services
North Carolina
$1K -$82.1K -150 -99%
AS
574
Altshuler Shaham
Israel
$1K -$547 -1 -50%
GI
575
Gradient Investments
Minnesota
$1K – – –
21 22
23
24 25

TDG Hedge Fund Activity: Q4 2019 in Review

580 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2019, worth a combined $29.9B — up 8.2% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TDG positions and 49 closed out — a net gain of 41 holders — while 217 added to existing stakes and 184 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $161M. The largest seller was Berkshire Partners, cutting an estimated $444M.

  • 580 institutional investors held TransDigm Group (TDG) as of Q4 2019, up from 548 in Q3 2019.
  • Funds reported $29.9B of TransDigm Group stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 90 funds opened new TransDigm Group positions in Q4 2019 and 49 closed out, a net change of +41 holders.
  • The largest TransDigm Group buyer in Q4 2019 was Capital Research Global Investors, an estimated $161M added.
  • The largest TransDigm Group seller in Q4 2019 was Berkshire Partners, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2019.