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TransDigm Group
TDG

553 hedge funds and large institutions have $25.3B invested in TransDigm Group in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 168 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

24% more call options, than puts

Call options by funds: $285M | Put options by funds: $231M

21% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 168

6% more capital invested

Capital invested by funds: $23.8B → $25.3B (+$1.5B)

4% more funds holding

Funds holding: 532 → 553 (+21)

1.22% less ownership

Funds ownership: 99.5% → 98.29% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 34 → 33 (-1)

Holders
553
Holders Change
+21
Holders Change %
+3.95%
% of All Funds
11.16%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.67%
New
82
Increased
203
Reduced
168
Closed
60
Calls
$285M
Puts
$231M
Net Calls
+$54.9M
Net Calls Change
-$39.2M

Top Buyers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
+$390M
2
Capital International Investors
Capital International Investors
California
+$242M
3
TP
Third Point
New York
+$205M
4
FAM
Fred Alger Management
New York
+$90.9M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$70.2M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$510M
2
LPC
Lone Pine Capital
Connecticut
-$468M
3
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$275M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
5
SFM
Soros Fund Management
New York
-$76.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
601
Balentine LLC
Georgia
– -$15K -35 Closed
FANJ
602
Financial Architects (New Jersey)
New Jersey
– -$15K -35 Closed
EWP
603
Engrave Wealth Partners
Texas
– -$13K -31 Closed
CWP
604
CFM Wealth Partners
Texas
– -$11K -25 Closed
AAIM
605
Asset Advisors Investment Management
Georgia
– -$9K -20 Closed
AWA
606
Arkadios Wealth Advisors
Georgia
– -$4.23K -10 Closed
EC
607
Estate Counselors
Wisconsin
– -$4K -10 Closed
GRP
608
Global Retirement Partners
California
– -$4K -10 Closed
AWM
609
Apollon Wealth Management
South Carolina
– -$3K -7 Closed
PAI
610
Pittenger & Anderson Inc
Nebraska
– +$470 +1 New
21 22 23 24
25

TDG Hedge Fund Activity: Q3 2020 in Review

553 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2020, worth a combined $25.3B — up 6.3% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new TDG positions and 60 closed out — a net gain of 22 holders — while 203 added to existing stakes and 168 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $390M. The largest seller was Capital World Investors, cutting an estimated $510M.

  • 553 institutional investors held TransDigm Group (TDG) as of Q3 2020, up from 532 in Q2 2020.
  • Funds reported $25.3B of TransDigm Group stock for Q3 2020, up 6.3% quarter-over-quarter.
  • 82 funds opened new TransDigm Group positions in Q3 2020 and 60 closed out, a net change of +22 holders.
  • The largest TransDigm Group buyer in Q3 2020 was Vulcan Value Partners, an estimated $390M added.
  • The largest TransDigm Group seller in Q3 2020 was Capital World Investors, an estimated $510M sold.

Based on aggregated 13F filings for Q3 2020.