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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
MorganRosel Wealth Management
Colorado
$1.08M +$983K +756 New
BRWA
577
B. Riley Wealth Advisors
Florida
$1.08M -$6.5K -5 -0.7%
DWT
578
Dorsey & Whitney Trust
South Dakota
$1.08M +$216K +166 +28%
NERM
579
New England Research & Management
Illinois
$1.07M +$100K +77 +11%
QCM
580
QRG Capital Management
Illinois
$1.07M +$248K +191 +34%
DB
581
Danske Bank
Denmark
$1.05M +$28.6K +22 +3%
OMC
582
Old Mission Capital
Illinois
$1.04M +$952K +732 New
BMSSC
583
B. Metzler seel. Sohn & Co
Germany
$1.04M
NL
584
Navalign LLC
California
$1.04M +$31.2K +24 +3%
LCM
585
Landscape Capital Management
New Jersey
$1.03M -$913K -702 -49%
CP
586
Canopy Partners
Ohio
$1.03M -$3.9K -3 -0.4%
AAS
587
Avantax Advisory Services
Texas
$1.03M +$70.2K +54 +8%
CWM
588
Circle Wealth Management
New Jersey
$1.02M -$79.3K -61 -8%
SWIG
589
Strategic Wealth Investment Group
Kentucky
$1.02M +$23.4K +18 +3%
PAS
590
Park Avenue Securities
New York
$1.02M -$83.2K -64 -8%
CIA
591
Concurrent Investment Advisors
Florida
$1.01M -$31.2K -24 -3%
WPC
592
Wedmont Private Capital
Pennsylvania
$1.01M +$42.9K +33 +5%
SEC
593
Seven Eight Capital
New York
$1M +$914K +703 New
ETC
594
Exchange Traded Concepts
Oklahoma
$1M +$521K +401 +133%
CA
595
CoreCap Advisors
Michigan
$995K +$906K +697 New
SFI
596
Siemens Fonds Invest
Germany
$993K +$121K +93 +15%
NRS
597
Neville Rodie & Shaw
New York
$992K
AWS
598
Atria Wealth Solutions
New York
$990K +$226K +174 +33%
MCM
599
MAI Capital Management
Ohio
$989K -$62.4K -48 -6%
NP
600
NorthRock Partners
Minnesota
$986K +$19.5K +15 +2%

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.