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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
CFB
576
Cullen/Frost Bankers
Texas
$1K +$547 +1 New
ETC
577
Exchange Traded Concepts
Oklahoma
$1K +$547 +1 New
PA
578
Procyon Advisors
Connecticut
$1K +$547 +1 New
BWM
579
Baystate Wealth Management
Massachusetts
$1K +$1.09K +2 New
PGAM
580
Princeton Global Asset Management
New Jersey
$52 +$9.85K +18 +24%
PC
581
PointState Capital
New York
– -$18.3M -35,121 Closed
TCG
582
Tremblant Capital Group
Florida
– -$12.1M -23,273 Closed
SFM
583
Soros Fund Management
New York
– -$11.9M -22,815 Closed
Voloridge Investment Management
584
Voloridge Investment Management
Florida
– -$9.14M -17,546 Closed
DWA
585
Dorsey Wright & Associates
California
– -$6.97M -13,389 Closed
Squarepoint
586
Squarepoint
New York
– -$5.69M -10,934 Closed
ZIG
587
Zurich Insurance Group
Switzerland
– -$4.81M -9,234 Closed
VRS
588
Virginia Retirement Systems
Virginia
– -$4.79M -9,200 Closed
ECM
589
Element Capital Management
New York
– -$3.62M -6,947 Closed
HLA
590
Hamilton Lane Advisors
Pennsylvania
– -$3.13M -6,001 Closed
ACA
591
Aptus Capital Advisors
Alabama
– -$2.66M -5,108 Closed
EGM
592
Engineers Gate Manager
New York
– -$2.63M -5,042 Closed
ARTA
593
A.R.T. Advisors
New York
– -$2.32M -4,464 Closed
JG
594
Jefferies Group
New York
– -$2.32M -4,450 Closed
TCM
595
Tuttle Capital Management
Connecticut
– -$2.21M -4,101 Closed
SCM
596
Stevens Capital Management
Pennsylvania
– -$2.04M -3,919 Closed
ECM
597
Everence Capital Management
Indiana
– -$1.91M -3,667 Closed
QC
598
Quadrature Capital
United Kingdom
– -$1.74M -3,348 Closed
Simplex Trading
599
Simplex Trading
Illinois
– -$1.7M -3,114 Closed
BAMF
600
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.52M -2,925 Closed
22 23
24
25 26

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.