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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
HWM
601
HB Wealth Management
Georgia
$967K +$46.8K +36 +6%
OIA
602
OneDigital Investment Advisors
Kansas
$965K -$80.6K -62 -8%
FIM
603
Fruth Investment Management
Texas
$956K -$6.5K -5 -0.7%
CCM
604
Coldstream Capital Management
Washington
$949K +$89.7K +69 +12%
S
605
SignatureFD
Georgia
$949K -$84.5K -65 -9%
HIM
606
Hanlon Investment Management
New Jersey
$930K -$74.1K -57 -8%
FBFS
607
First Business Financial Services
Wisconsin
$930K
WT
608
Whittier Trust
California
$922K +$2.6K +2 +0.3%
PA
609
Profund Advisors
Maryland
$920K -$377K -290 -31%
STAS
610
Strong Tower Advisory Services
Minnesota
$914K +$26K +20 +3%
ZF
611
Zega Financial
Florida
$909K -$24.7K -19 -3%
VCA
612
Verdence Capital Advisors
Maryland
$881K +$24.7K +19 +3%
WJWM
613
Williams Jones Wealth Management
New York
$872K
AC
614
Avestar Capital
New York
$872K +$103K +79 +15%
FWTB
615
First Western Trust Bank
Colorado
$868K
MLL
616
Moody Lynn & Lieberson
Massachusetts
$863K
EFG
617
Everhart Financial Group
Ohio
$861K +$109K +84 +16%
Balyasny Asset Management
618
Balyasny Asset Management
Illinois
$853K -$78.7M -60,512 -99%
ADL
619
Asset Dedication LLC
California
$849K -$13K -10 -2%
GI
620
GAMMA Investing
California
$845K +$112K +86 +17%
VFA
621
Voya Financial Advisors
Connecticut
$840K -$49.4K -38 -6%
BTWM
622
Baker Tilly Wealth Management
Wisconsin
$832K +$93.6K +72 +14%
SWM
623
SeaCrest Wealth Management
New York
$828K +$22.1K +17 +3%
CANY
624
Caxton Associates (New York)
New York
$822K +$749K +576 New
AIP
625
Ameritas Investment Partners
Nebraska
$811K -$27.3K -21 -4%

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.