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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 %
FFM
576
Forum Financial Management
Illinois
$231K +$231K +314 New
CRC
577
Curi RMB Capital
Illinois
$231K +$231K +313 New
PWPS
578
Pinnacle Wealth Planning Services
Ohio
$231K +$231K +313 New
HNB
579
Huntington National Bank
Ohio
$230K +$17K +23 +8%
EFG
580
Everhart Financial Group
Ohio
$227K +$227K +308 New
TF
581
TIAA FSB
Florida
$226K +$226K +306 New
GT
582
Glenview Trust
Kentucky
$223K +$223K +303 New
NHC
583
Nicholas Hoffman & Company
Georgia
$220K -$104K -141 -32%
ANTB
584
AMG National Trust Bank
Colorado
$220K -$28.7K -39 -12%
TIA
585
Trust Investment Advisors
Indiana
$212K +$212K +288 New
DT
586
Diversified Trust
Tennessee
$212K -$45.7K -62 -18%
BAM
587
Belpointe Asset Management
Nevada
$195K +$86.2K +117 +79%
PA
588
Parallel Advisors
California
$194K +$13.3K +18 +7%
QCG
589
Quadrant Capital Group
Ohio
$191K +$33.9K +46 +22%
FDCDDQ
590
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K -$63.4K -86 -29%
AF
591
Allworth Financial
California
$147K -$15.5K -21 -10%
FHA
592
First Horizon Advisors
Tennessee
$145K -$8.11K -11 -5%
CMBA
593
C.M. Bidwell & Associates
Hawaii
$129K -$19.9K -27 -13%
EI
594
Ellevest Inc
New York
$120K +$13.3K +18 +12%
SWM
595
Spire Wealth Management
Virginia
$114K +$10.3K +14 +10%
PFBT
596
Parkside Financial Bank & Trust
Missouri
$113K -$4.42K -6 -4%
EWA
597
EverSource Wealth Advisors
Alabama
$109K -$736 -1 -0.7%
PB
598
Pinnacle Bancorp
Nebraska
$105K – – –
DMBA
599
Deseret Mutual Benefit Administrators
Utah
$104K +$2.95K +4 +3%
PAI
600
Pittenger & Anderson Inc
Nebraska
$103K +$14.7K +20 +17%
22 23
24
25 26