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TransDigm Group
TDG

Overview Fund Activity

994 hedge funds and large institutions have $67.9B invested in TransDigm Group in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 417 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+67
Holders Change %
+7.23%
% of All Funds
14.46%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
118
Increased
417
Reduced
286
Closed
43
Calls
$199M
Puts
$170M
Net Calls
+$29.2M
Net Calls Change
-$10.5M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$276M
2
DCP
Darsana Capital Partners
New York
+$211M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$198M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$148M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
BlackRock
BlackRock
New York
-$737M
2
Capital International Investors
Capital International Investors
California
-$316M
3
Principal Financial Group
Principal Financial Group
Iowa
-$264M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$178M
5
VVP
Vulcan Value Partners
Alabama
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
601
Fruth Investment Management
Texas
$862K – – –
NERM
602
New England Research & Management
Illinois
$862K +$153K +120 +22%
CMI
603
Clare Market Investments
Texas
$856K +$856K +670 New
AAS
604
Avantax Advisory Services
Texas
$855K +$855K +669 New
PAS
605
Point72 Asia (Singapore)
Singapore
$851K +$851K +666 New
ZF
606
Zega Financial
Florida
$838K +$62.6K +49 +8%
FBFS
607
First Business Financial Services
Wisconsin
$833K – – –
Lido Advisors
608
Lido Advisors
California
$830K +$146K +114 +21%
FBT
609
First Bank & Trust
South Dakota
$829K +$829K +649 New
WT
610
Whittier Trust
California
$823K +$8.94K +7 +1%
VFA
611
Voya Financial Advisors
Connecticut
$821K +$526K +408 +178%
HWM
612
HB Wealth Management
Georgia
$819K +$120K +94 +17%
NP
613
Ninepoint Partners
Ontario, Canada
$813K -$164K -128 -17%
STAS
614
Strong Tower Advisory Services
Minnesota
$793K +$23K +18 +3%
TPM
615
Triasima Portfolio Management
Quebec, Canada
$786K +$2.56K +2 +0.3%
WJWM
616
Williams Jones Wealth Management
New York
$781K – – –
MM
617
MQS Management
New York
$778K +$778K +609 New
FWTB
618
First Western Trust Bank
Colorado
$777K -$3.83K -3 -0.5%
ADL
619
Asset Dedication LLC
California
$773K – – –
MLL
620
Moody Lynn & Lieberson
Massachusetts
$773K – – –
SFI
621
Siemens Fonds Invest
Germany
$770K +$25.6K +20 +3%
SC
622
Shay Capital
New York
$767K +$767K +600 New
CCM
623
Coldstream Capital Management
Washington
$765K -$48.5K -38 -6%
VCA
624
Verdence Capital Advisors
Maryland
$765K -$121K -95 -14%
GT
625
Glenview Trust
Kentucky
$764K +$132K +103 +21%
23 24
25
26 27