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TransDigm Group
TDG

609 hedge funds and large institutions have $32.5B invested in TransDigm Group in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 194 increasing their positions, 205 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 48

84% more call options, than puts

Call options by funds: $183M | Put options by funds: $99.3M

33% more funds holding in top 10

Funds holding in top 10: 33 → 44 (+11)

29% more capital invested

Capital invested by funds: $25.3B → $32.5B (+$7.28B)

10% more funds holding

Funds holding: 553 → 609 (+56)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 205

1.54% less ownership

Funds ownership: 98.29% → 96.74% (-1.5%)

Holders
609
Holders Change
+56
Holders Change %
+10.13%
% of All Funds
10.78%
Holding in Top 10
44
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+33.33%
% of All Funds
0.78%
New
110
Increased
194
Reduced
205
Closed
48
Calls
$183M
Puts
$99.3M
Net Calls
+$83.2M
Net Calls Change
+$28.3M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$329M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
3
PI
Putnam Investments
Massachusetts
+$98.2M
4
MG
Meritage Group
California
+$86.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$83.3M

Top Sellers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
-$358M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$183M
3
AIM
Allen Investment Management
New York
-$160M
4
SCM
Steadfast Capital Management
New York
-$118M
5
AP
Altarock Partners
Florida
-$110M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
601
AssetMark Inc
California
$1K – – –
GI
602
Gradient Investments
Minnesota
$1K – – –
M
603
MOTCO
Texas
$1K – – –
PAI
604
Pittenger & Anderson Inc
Nebraska
$1K – – –
PWMG
605
Prestige Wealth Management Group
New Jersey
$1K – – –
RWA
606
Ropes Wealth Advisors
Massachusetts
$1K +$550 +1 New
CAAS
607
Capital Asset Advisory Services
Michigan
$1K +$1.1K +2 New
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.1K +2 New
MGIM
609
M&G Investment Management
United Kingdom
$256 -$55K -100 -19%
LPC
610
Lone Pine Capital
Connecticut
– -$358M -754,410 Closed
PC
611
Pelham Capital
United Kingdom
– -$38M -80,074 Closed
PGEBT
612
Pactiv General Employee Benefit Trust
Illinois
– -$27.2M -57,250 Closed
MRCP
613
Maple Rock Capital Partners
Ontario, Canada
– -$20M -42,000 Closed
Select Equity Group
614
Select Equity Group
New York
– -$11.7M -24,689 Closed
ERSOT
615
Employees Retirement System of Texas
Texas
– -$10.9M -23,000 Closed
SC
616
Shellback Capital
Massachusetts
– -$8.07M -16,995 Closed
BCP
617
Berylson Capital Partners
Massachusetts
– -$5.46M -11,500 Closed
QC
618
Quadrature Capital
United Kingdom
– -$5.11M -10,754 Closed
SGDR
619
SPX Gestao de Recursos
Brazil
– -$3.55M -7,481 Closed
VF
620
Virtu Financial
New York
– -$3.52M -7,412 Closed
PHK
621
Point72 Hong Kong
Hong Kong
– -$3.91M -7,105 Closed
PP
622
Paloma Partners
Connecticut
– -$1.91M -4,011 Closed
O
623
Ossiam
France
– -$1.85M -3,886 Closed
ECM
624
ExodusPoint Capital Management
New York
– -$1.53M -3,211 Closed
SM
625
Sciencast Management
New Jersey
– -$1.18M -2,410 Closed
23 24
25
26 27

TDG Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2020, worth a combined $32.5B — up 29% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new TDG positions and 48 closed out — a net gain of 62 holders — while 194 added to existing stakes and 205 trimmed.

The largest buyer was Capital International Investors, adding an estimated $329M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $358M sold.

  • 609 institutional investors held TransDigm Group (TDG) as of Q4 2020, up from 553 in Q3 2020.
  • Funds reported $32.5B of TransDigm Group stock for Q4 2020, up 29% quarter-over-quarter.
  • 110 funds opened new TransDigm Group positions in Q4 2020 and 48 closed out, a net change of +62 holders.
  • The largest TransDigm Group buyer in Q4 2020 was Capital International Investors, an estimated $329M added.
  • The largest TransDigm Group seller in Q4 2020 was Lone Pine Capital, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2020.