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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 %
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K +$84.8K +115 +460%
TWA
602
TCI Wealth Advisors
Arizona
$102K – – –
IUHSA
603
Itau Unibanco Holding S.A.
Brazil
$102K +$102K +139 New
AP
604
Arlington Partners
Alabama
$96.6K +$33.2K +45 +52%
HBW
605
Hazlett, Burt & Watson
West Virginia
$94K – – –
CCP
606
Carmel Capital Partners
California
$92.1K +$92.1K +125 New
AT
607
Avalon Trust
New Mexico
$90.7K +$90.7K +123 New
HFM
608
Harvest Fund Management
China
$90K +$90K +122 New
HWA
609
HHM Wealth Advisors
Tennessee
$86K – – –
CAC
610
Core Alternative Capital
Georgia
$85.5K +$32.4K +44 +61%
WAM
611
Worth Asset Management
Texas
$84.8K – – –
IG
612
ING Group
Netherlands
$84K -$493K -669 -85%
QC
613
Quent Capital
New York
$82.8K +$51.8K +70 +167%
IA
614
IFP Advisors
Florida
$81.9K -$76.5K -226 -48%
PTC
615
Private Trust Company
Ohio
$76.7K +$50.1K +68 +189%
CTA
616
Colonial Trust Advisors
South Carolina
$75.9K -$737 -1 -1%
SSG
617
Summit Securities Group
New York
$75K +$36K +49 +92%
AA
618
Alta Advisers
United Kingdom
$73.7K – – –
TCPG
619
Trivant Custom Portfolio Group
California
$73.7K +$73.7K +100 New
AAS
620
Ameritas Advisory Services
Nebraska
$66K +$66K +90 New
GRP
621
Global Retirement Partners
California
$63.8K +$26.9K +35 +73%
Allianz Asset Management
622
Allianz Asset Management
Germany
$62.6K +$62.6K +85 New
TFM
623
TFC Financial Management
Massachusetts
$61.9K +$737 +1 +1%
CCA
624
Column Capital Advisors
Indiana
$53.1K – – –
TPCW
625
TD Private Client Wealth
New York
$51.6K – – –
23 24
25
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