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TransDigm Group
TDG

657 hedge funds and large institutions have $33.2B invested in TransDigm Group in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 246 increasing their positions, 189 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 61

30% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 189

14% more funds holding in top 10

Funds holding in top 10: 42 → 48 (+6)

5% more funds holding

Funds holding: 627 → 657 (+30)

1% less capital invested

Capital invested by funds: $33.4B → $33.2B (-$281M)

2.71% less ownership

Funds ownership: 97.4% → 94.69% (-2.7%)

63% less call options, than puts

Call options by funds: $117M | Put options by funds: $316M

Holders
657
Holders Change
+30
Holders Change %
+4.78%
% of All Funds
10.11%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.74%
New
101
Increased
246
Reduced
189
Closed
61
Calls
$117M
Puts
$316M
Net Calls
-$199M
Net Calls Change
+$49M

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$255M
2
BlackRock
BlackRock
New York
+$206M
3
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$198M
4
VVP
Vulcan Value Partners
Alabama
+$113M
5
Citadel Advisors
Citadel Advisors
Florida
+$77.8M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$1.1B
2
LPC
Lone Pine Capital
Connecticut
-$490M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$335M
4
PI
Putnam Investments
Massachusetts
-$80.4M
5
TP
Third Point
New York
-$77.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
626
Aspire Private Capital
North Carolina
$3K – – –
AWM
627
Avior Wealth Management
Nebraska
$3K – – –
CWC
628
Carolinas Wealth Consulting
North Carolina
$3K – – –
FPS
629
Fieldpoint Private Securities
Connecticut
$3K – – –
KTC
630
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
YAL
631
Your Advocates Ltd
Texas
$3K – – –
JWA
632
JFS Wealth Advisors
Pennsylvania
$3K +$3.13K +5 New
JFA
633
JNBA Financial Advisors
Minnesota
$3K +$3.13K +5 New
SC
634
Sierra Capital
Florida
$3K +$3.13K +5 New
ZIG
635
Zullo Investment Group
Pennsylvania
$3K +$3.13K +5 New
EBA
636
Eagle Bay Advisors
New York
$2K -$1.88K -3 -50%
CFD
637
Creative Financial Designs
Indiana
$2K – – –
HIA
638
Harbor Investment Advisory
Maryland
$2K – – –
HPC
639
HM Payson & Co
Maine
$2K – – –
TFM
640
TFC Financial Management
Massachusetts
$2K – – –
IA
641
IFP Advisors
Florida
$2K +$626 +1 +50%
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.25K +2 +200%
AIP
643
Ahrens Investment Partners
Louisiana
$2K +$1.88K +3 New
HGWM
644
Harvest Group Wealth Management
Massachusetts
$2K +$1.88K +3 New
ACA
645
Atlas Capital Advisors
Wyoming
$1.91K – – –
GFPC
646
Global Financial Private Client
Florida
$1.27K – – –
AssetMark Inc
647
AssetMark Inc
California
$1K – – –
GI
648
Gradient Investments
Minnesota
$1K – – –
PWMG
649
Prestige Wealth Management Group
New Jersey
$1K – – –
TSW
650
Thompson Siegel & Walmsley
Virginia
$1K – – –
24 25
26
27 28

TDG Hedge Fund Activity: Q4 2021 in Review

657 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2021, worth a combined $33.2B — down 0.84% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TDG positions and 61 closed out — a net gain of 40 holders — while 246 added to existing stakes and 189 trimmed.

The largest buyer was Select Equity Group, adding an estimated $255M. The largest seller was Tiger Global Management, exiting entirely with an estimated $1.1B sold.

  • 657 institutional investors held TransDigm Group (TDG) as of Q4 2021, up from 627 in Q3 2021.
  • Funds reported $33.2B of TransDigm Group stock for Q4 2021, down 0.84% quarter-over-quarter.
  • 101 funds opened new TransDigm Group positions in Q4 2021 and 61 closed out, a net change of +40 holders.
  • The largest TransDigm Group buyer in Q4 2021 was Select Equity Group, an estimated $255M added.
  • The largest TransDigm Group seller in Q4 2021 was Tiger Global Management, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2021.