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TransDigm Group

607 hedge funds and large institutions have $31B invested in TransDigm Group in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 236 increasing their positions, 183 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $244M | Put options by funds: $105M

29% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 183

6% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 68

0.11% less ownership

Funds ownership: 96.74%96.64% (-0.11%)

0% less funds holding

Funds holding: 609607 (-2)

5% less capital invested

Capital invested by funds: $32.5B → $31B (-$1.57B)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
10.66%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.7%
New
72
Increased
236
Reduced
183
Closed
68
Calls
$244M
Puts
$105M
Net Calls
+$138M
Net Calls Change
+$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
576
Evolution Wealth Advisors
Florida
$5K
SA
577
SRH Advisors
Kansas
$5K
FMP
578
Financial Management Professionals
Texas
$5K +$1.18K +2 +29%
NFG
579
Next Financial Group
Texas
$5K +$2.95K +5 +125%
AWA
580
Arkadios Wealth Advisors
Georgia
$5K +$5.3K +9 New
PSB
581
Piscataqua Savings Bank
New Hampshire
$5K +$5.3K +9 New
WP
582
WealthShield Partners
North Carolina
$5K +$5.3K +9 New
JCM
583
Jacobi Capital Management
Pennsylvania
$4K
SFA
584
Semmax Financial Advisors
North Carolina
$4K
TAIM
585
TD Ameritrade Investment Management
Nebraska
$4K
RA
586
Resolute Advisors
California
$4K +$5.89K +10 New
EFSCE
587
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$1.77K +3 +150%
PAI
588
Pittenger & Anderson Inc
Nebraska
$3K +$2.36K +4 +400%
APC
589
Aspire Private Capital
North Carolina
$2K
AWM
590
Avior Wealth Management
Nebraska
$2K
BC
591
Bartlett & Co
Ohio
$2K
CWC
592
Carolinas Wealth Consulting
North Carolina
$2K
CFD
593
Creative Financial Designs
Indiana
$2K
HIA
594
Harbor Investment Advisory
Maryland
$2K
HI
595
Hudock Inc
Pennsylvania
$2K
KTC
596
Kistler-Tiffany Companies
Pennsylvania
$2K
TFM
597
TFC Financial Management
Massachusetts
$2K
HPC
598
HM Payson & Co
Maine
$2K +$1.77K +3 New
PMFA
599
Plante Moran Financial Advisors
Michigan
$2K +$1.77K +3 New
BCWM
600
Bartlett & Co Wealth Management
Ohio
$1.76K

TDG Hedge Fund Activity: Q1 2021 in Review

607 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2021, worth a combined $31B — down 4.8% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new TDG positions and 68 closed out — a net gain of 4 holders — while 236 added to existing stakes and 183 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Steadfast Capital Management, exiting entirely with an estimated $151M sold.

  • 607 institutional investors held TransDigm Group (TDG) as of Q1 2021, down from 609 in Q4 2020.
  • Funds reported $31B of TransDigm Group stock for Q1 2021, down 4.8% quarter-over-quarter.
  • 72 funds opened new TransDigm Group positions in Q1 2021 and 68 closed out, a net change of +4 holders.
  • The largest TransDigm Group buyer in Q1 2021 was BlackRock, an estimated $214M added.
  • The largest TransDigm Group seller in Q1 2021 was Steadfast Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2021.