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TransDigm Group

609 hedge funds and large institutions have $32.5B invested in TransDigm Group in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 194 increasing their positions, 205 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 48

84% more call options, than puts

Call options by funds: $183M | Put options by funds: $99.3M

33% more funds holding in top 10

Funds holding in top 10: 3344 (+11)

29% more capital invested

Capital invested by funds: $25.3B → $32.5B (+$7.28B)

10% more funds holding

Funds holding: 553609 (+56)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 205

1.54% less ownership

Funds ownership: 98.29%96.74% (-1.5%)

Holders
609
Holders Change
+56
Holders Change %
+10.13%
% of All Funds
10.78%
Holding in Top 10
44
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+33.33%
% of All Funds
0.78%
New
110
Increased
194
Reduced
205
Closed
48
Calls
$183M
Puts
$99.3M
Net Calls
+$83.2M
Net Calls Change
+$28.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
576
SRH Advisors
Kansas
$6K
BAM
577
Bellevue Asset Management
Washington
$5K -$550 -1 -10%
EWA
578
Evolution Wealth Advisors
Florida
$5K
TAIM
579
TD Ameritrade Investment Management
Nebraska
$4K -$550 -1 -14%
BWA
580
BDO Wealth Advisors
Florida
$4K
FMP
581
Financial Management Professionals
Texas
$4K
JCM
582
Jacobi Capital Management
Pennsylvania
$4K
SFA
583
Semmax Financial Advisors
North Carolina
$4K
ICP
584
Interchange Capital Partners
Pennsylvania
$4K +$4.4K +8 New
AWM
585
Avior Wealth Management
Nebraska
$3K
APC
586
Aspire Private Capital
North Carolina
$2K
CWC
587
Carolinas Wealth Consulting
North Carolina
$2K
CFD
588
Creative Financial Designs
Indiana
$2K
HIA
589
Harbor Investment Advisory
Maryland
$2K
HI
590
Hudock Inc
Pennsylvania
$2K
NFG
591
Next Financial Group
Texas
$2K
TFM
592
TFC Financial Management
Massachusetts
$2K
KTC
593
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.1K +2 +100%
BC
594
Bartlett & Co
Ohio
$2K +$1.65K +3 New
SFO
595
Standard Family Office
South Dakota
$2K +$1.65K +3 New
TWM
596
Tradition Wealth Management
Minnesota
$2K +$1.65K +3 New
MA
597
MUFG Americas
New York
$2K +$2.2K +4 New
Walleye Capital
598
Walleye Capital
New York
$1.93K -$1.15M -2,097 -40%
BCWM
599
Bartlett & Co Wealth Management
Ohio
$1.86K +$1.65K +3 New
GFPC
600
Global Financial Private Client
Florida
$1.24K +$1.1K +2 New

TDG Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2020, worth a combined $32.5B — up 29% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new TDG positions and 48 closed out — a net gain of 62 holders — while 194 added to existing stakes and 205 trimmed.

The largest buyer was Capital International Investors, adding an estimated $329M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $358M sold.

  • 609 institutional investors held TransDigm Group (TDG) as of Q4 2020, up from 553 in Q3 2020.
  • Funds reported $32.5B of TransDigm Group stock for Q4 2020, up 29% quarter-over-quarter.
  • 110 funds opened new TransDigm Group positions in Q4 2020 and 48 closed out, a net change of +62 holders.
  • The largest TransDigm Group buyer in Q4 2020 was Capital International Investors, an estimated $329M added.
  • The largest TransDigm Group seller in Q4 2020 was Lone Pine Capital, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2020.