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TransDigm Group
TDG

520 hedge funds and large institutions have $17.5B invested in TransDigm Group in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 214 increasing their positions, 170 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 170

2.15% more ownership

Funds ownership: 99.41% → 101.55% (+2.1%)

10% less funds holding

Funds holding: 580 → 520 (-60)

26% less funds holding in top 10

Funds holding in top 10: 39 → 29 (-10)

39% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 138

40% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $164M

42% less capital invested

Capital invested by funds: $29.9B → $17.5B (-$12.4B)

Holders
520
Holders Change
-60
Holders Change %
-10.34%
% of All Funds
11.46%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.64%
New
84
Increased
214
Reduced
170
Closed
138
Calls
$98.1M
Puts
$164M
Net Calls
-$65.9M
Net Calls Change
-$74.9M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$903M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$612M
3
ACM
Abrams Capital Management
Massachusetts
+$294M
4
BP
Berkshire Partners
Massachusetts
+$277M
5
AP
Altarock Partners
Florida
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$820M
2
ECU
Egerton Capital (UK)
United Kingdom
-$396M
3
Capital World Investors
Capital World Investors
California
-$368M
4
LPC
Lone Pine Capital
Connecticut
-$261M
5
Tiger Global Management
Tiger Global Management
New York
-$168M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
551
HighVista Strategies
Massachusetts
– -$3.81M -6,800 Closed
CA
552
Commerzbank Aktiengesellschaft
Germany
– -$3.56M -6,354 Closed
DC
553
Diametric Capital
Massachusetts
– -$3.54M -6,320 Closed
B
554
BP
United Kingdom
– -$2.8M -5,000 Closed
NG
555
NWK Group
California
– -$2.47M -4,416 Closed
PGCM
556
Prescott Group Capital Management
Oklahoma
– -$2.24M -4,000 Closed
PMAM
557
Picton Mahoney Asset Management
Ontario, Canada
– -$2.02M -3,600 Closed
BAM
558
Blueshift Asset Management
New Jersey
– -$2.01M -3,593 Closed
PCM
559
Prelude Capital Management
New York
– -$2M -3,563 Closed
SIM
560
Sentry Investment Management
Wisconsin
– -$1.62M -2,893 Closed
RA
561
Rational Advisors
New York
– -$1.32M -2,350 Closed
LP
562
LMR Partners
United Kingdom
– -$1.31K -2,343 Closed
TAM
563
Tocqueville Asset Management
New York
– -$1.3M -2,325 Closed
CIBC World Market
564
CIBC World Market
Ontario, Canada
– -$1.22M -2,172 Closed
HMS
565
Hanseatic Management Services
New Mexico
– -$1.21M -2,154 Closed
CC
566
Centiva Capital
New York
– -$1.09M -1,952 Closed
GP
567
Geneva Partners
Wisconsin
– -$1.04M -1,866 Closed
FI
568
Fosun International
China
– -$1.04M -1,840 Closed
BCM
569
Bayesian Capital Management
New York
– -$1M -1,791 Closed
HTC
570
Hershey Trust Company
Pennsylvania
– -$889K -1,587 Closed
IWS
571
Insight Wealth Strategies
California
– -$804K -1,435 Closed
MC
572
Machina Capital
France
– -$704K -1,257 Closed
BI
573
Bramshill Investments
Florida
– -$675K -1,206 Closed
OTPPB
574
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$670K -1,197 Closed
CIP
575
Chartwell Investment Partners
Pennsylvania
– -$626K -1,118 Closed
21 22
23
24 25

TDG Hedge Fund Activity: Q1 2020 in Review

520 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2020, worth a combined $17.5B — down 42% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of TDG and 84 opened new positions — a net loss of 54 holders — while 170 trimmed existing stakes and 214 added.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $903M. The largest seller was Fidelity Investments, cutting an estimated $820M.

  • 520 institutional investors held TransDigm Group (TDG) as of Q1 2020, down from 580 in Q4 2019.
  • Funds reported $17.5B of TransDigm Group stock for Q1 2020, down 42% quarter-over-quarter.
  • 84 funds opened new TransDigm Group positions in Q1 2020 and 138 closed out, a net change of -54 holders.
  • The largest TransDigm Group buyer in Q1 2020 was WINDACRE PARTNERSHIP LLC, an estimated $903M added.
  • The largest TransDigm Group seller in Q1 2020 was Fidelity Investments, an estimated $820M sold.

Based on aggregated 13F filings for Q1 2020.