TDG icon

TransDigm Group
TDG

Overview Fund Activity

624 hedge funds and large institutions have $33.4B invested in TransDigm Group in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 207 increasing their positions, 215 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+17
Holders Change %
+2.8%
% of All Funds
10.96%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
68
Increased
207
Reduced
215
Closed
47
Calls
$78.6M
Puts
$326M
Net Calls
-$248M
Net Calls Change
+$175M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$274M
2
FAM
2
Fred Alger Management
New York
$309M
3
MWNA
3
Marshall Wace North America
New York
$68.3M
4
JCM
4
Junto Capital Management
New York
$63.4M
5
UBS AM
5
UBS AM
Illinois
$211M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$565M
2
BlackRock
2
BlackRock
New York
$2.44B
3
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$418M
4
YCM
4
Yiheng Capital Management
California
$92.3M
5
CBT
5
Capital Bank & Trust
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
576
Global Trust Asset Management
Florida
$11K – – –
CAGAS
577
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
PCG
578
Private Capital Group
Connecticut
$10K – – –
MCM
579
MV Capital Management
Maryland
$10K +$4.38K +7 +78%
TCWM
580
Total Clarity Wealth Management
Illinois
$9K +$9K +15 New
RA
581
Resolute Advisors
California
$8K +$1.85K +3 +30%
TFS
582
TrustCore Financial Services
Tennessee
$7K – – –
GAM
583
Gemmer Asset Management
California
$7K – – –
BWM
584
BerganKDV Wealth Management
Minnesota
$7K – – –
BIA
585
Bell Investment Advisors
California
$7K +$7K +11 New
RTL
586
Red Tortoise LLC
Georgia
$7K +$7K +14 New
SA
587
SRH Advisors
Kansas
$6K – – –
PSB
588
Piscataqua Savings Bank
New Hampshire
$6K – – –
BA
589
Bellwether Advisors
Nebraska
$6K +$6K +10 New
Nisa Investment Advisors
590
Nisa Investment Advisors
Missouri
$5.92K -$109 -175 -2%
Koshinski Asset Management
591
Koshinski Asset Management
Illinois
$5.62K +$5.62K +9 New
EWA
592
Evolution Wealth Advisors
Florida
$5K – – –
BAM
593
Bellevue Asset Management
Washington
$5K – – –
CWM
594
Cedar Wealth Management
California
$4K -$12K -21 -75%
EBA
595
Eagle Bay Advisors
New York
$4K -$13.3K -20 -77%
FMP
596
Financial Management Professionals
Texas
$4K -$1.14K -2 -22%
VCM
597
Versant Capital Management
Arizona
$4K -$1.33K -2 -25%
SFA
598
Semmax Financial Advisors
North Carolina
$4K – – –
JCM
599
Jacobi Capital Management
Pennsylvania
$4K – – –
FPS
600
Fieldpoint Private Securities
Connecticut
$3K -$63.6K -106 -95%
22 23
24
25 26