TransDigm Group
580 hedge funds and large institutions have $29.9B invested in TransDigm Group in 2019 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 184 reducing their positions, and 49 closing their positions.
84% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 49
30% more funds holding in top 10
Funds holding in top 10: 30 → 39 (+9)
18% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 184
8% more capital invested
Capital invested by funds: $27.6B → $29.9B (+$2.26B)
6% more funds holding
Funds holding: 548 → 580 (+32)
4% more call options, than puts
Call options by funds: $256M | Put options by funds: $247M
0.3% less ownership
Funds ownership: 99.71% → 99.41% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$161M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$114M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$111M |
| 4 |
FAM
Fred Alger Management
New York
|
+$97.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$75.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Berkshire Partners
Boston,
Massachusetts
|
-$444M |
| 2 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
-$147M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$38.2M |
| 4 |
MG
Meritage Group
San Francisco,
California
|
-$34.8M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$30.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PRC
626
Pearl River Capital
Niles,
Michigan
| – | -$13K | -25 | Closed |
|
627
Walleye Capital
New York
| – | -$10K | -20 | Closed |
|
|
AA
628
Advisory Alpha
Holland,
Michigan
| – | -$9.67K | -19 | Closed |
|
|
GWAG
629
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$3.12K | -6 | Closed |
|
TDG Hedge Fund Activity: Q4 2019 in Review
580 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2019, worth a combined $29.9B — up 8.2% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new TDG positions and 49 closed out — a net gain of 41 holders — while 217 added to existing stakes and 184 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $161M. The largest seller was Berkshire Partners, cutting an estimated $444M.
- 580 institutional investors held TransDigm Group (TDG) as of Q4 2019, up from 548 in Q3 2019.
- Funds reported $29.9B of TransDigm Group stock for Q4 2019, up 8.2% quarter-over-quarter.
- 90 funds opened new TransDigm Group positions in Q4 2019 and 49 closed out, a net change of +41 holders.
- The largest TransDigm Group buyer in Q4 2019 was Capital Research Global Investors, an estimated $161M added.
- The largest TransDigm Group seller in Q4 2019 was Berkshire Partners, an estimated $444M sold.
Based on aggregated 13F filings for Q4 2019.