TransDigm Group
TDG
934 hedge funds and large institutions have $65.7B invested in TransDigm Group in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 321 increasing their positions, 318 reducing their positions, and 57 closing their positions.
140% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 57
28% more call options, than puts
Call options by funds: $180M | Put options by funds: $141M
19% more capital invested
Capital invested by funds: $55.1B → $65.7B (+$10.6B)
8% more funds holding
Funds holding: 861 → 934 (+73)
2% more funds holding in top 10
Funds holding in top 10: 50 → 51 (+1)
1% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 318
2.92% less ownership
Funds ownership: 98.93% → 96.01% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$498M |
| 2 |
JP Morgan Chase
New York
|
+$217M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$167M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$155M |
| 5 |
Millennium Management
New York
|
+$94.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.09B |
| 2 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$286M |
| 3 |
Cerity Partners
New York
|
-$225M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$189M |
| 5 |
MG
Meritage Group
San Francisco,
California
|
-$161M |
TDG Hedge Fund Activity: Q1 2024 in Review
934 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2024, worth a combined $65.7B — up 19% from $55.1B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new TDG positions and 57 closed out — a net gain of 80 holders — while 321 added to existing stakes and 318 trimmed.
The largest buyer was Capital World Investors, adding an estimated $498M. The largest seller was Morgan Stanley, cutting an estimated $1.09B.
- 934 institutional investors held TransDigm Group (TDG) as of Q1 2024, up from 861 in Q4 2023.
- Funds reported $65.7B of TransDigm Group stock for Q1 2024, up 19% quarter-over-quarter.
- 137 funds opened new TransDigm Group positions in Q1 2024 and 57 closed out, a net change of +80 holders.
- The largest TransDigm Group buyer in Q1 2024 was Capital World Investors, an estimated $498M added.
- The largest TransDigm Group seller in Q1 2024 was Morgan Stanley, an estimated $1.09B sold.
Based on aggregated 13F filings for Q1 2024.