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TransDigm Group
TDG

Overview Fund Activity

714 hedge funds and large institutions have $38.8B invested in TransDigm Group in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+14
Holders Change %
+2%
% of All Funds
11.43%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.93%
New
80
Increased
262
Reduced
250
Closed
56
Calls
$115M
Puts
$432M
Net Calls
-$317M
Net Calls Change
-$125M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.38B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$988M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.46B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$603M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$177M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
$881M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
$0
3
BP
Berkshire Partners
Massachusetts
$0
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$9.58K
5
Principal Financial Group
Principal Financial Group
Iowa
$2.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
551
Wedmont Private Capital
Pennsylvania
$302K +$34.5K +47 +13%
OAM
552
Ostrum Asset Management
France
$301K +$301K +409 New
OIA
553
OneDigital Investment Advisors
Kansas
$296K +$47.9K +65 +19%
LP
554
LMR Partners
United Kingdom
$296K +$296K +401 New
GIA
555
GHP Investment Advisors
Colorado
$295K -$29.5K -40 -9%
LHC
556
Little House Capital
Massachusetts
$295K – – –
GLA
557
Great Lakes Advisors
Illinois
$291K -$5.16K -7 -2%
DGAM
558
Desjardins Global Asset Management
Quebec, Canada
$287K +$287K +389 New
RFC
559
Regions Financial Corp
Alabama
$273K -$3.69K -5 -1%
TFA
560
Toth Financial Advisory
Virginia
$259K +$259K +352 New
WC
561
Westhampton Capital
North Carolina
$258K -$38.3K -52 -13%
AWM
562
Axxcess Wealth Management
California
$257K -$11.8K -16 -4%
DC
563
Diametric Capital
Massachusetts
$252K -$671K -911 -73%
FHC
564
First Heartland Consultants
Missouri
$251K -$4.43K -6 -2%
SIM
565
Sentry Investment Management
Wisconsin
$250K -$2.95K -4 -1%
OPS
566
Orion Portfolio Solutions
Nebraska
$249K +$249K +338 New
BCI
567
Brinker Capital Investments
Pennsylvania
$249K +$249K +338 New
FWCM
568
Ferguson Wellman Capital Management
Oregon
$248K – – –
AFG
569
Altiora Financial Group
Ohio
$245K – – –
SCM
570
Shelton Capital Management
Colorado
$240K – – –
Man Group
571
Man Group
United Kingdom
$240K -$298K -473 Closed
DWT
572
Dorsey & Whitney Trust
South Dakota
$237K +$2.95K +4 +1%
SWA
573
Stratos Wealth Advisors
Ohio
$237K -$5.17K -7 -2%
AWM
574
AE Wealth Management
Kansas
$234K +$234K +318 New
WP
575
WMS Partners
Maryland
$233K -$31.7K -43 -12%
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