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TransDigm Group
TDG

520 hedge funds and large institutions have $17.5B invested in TransDigm Group in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 214 increasing their positions, 170 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 170

2.15% more ownership

Funds ownership: 99.41% → 101.55% (+2.1%)

10% less funds holding

Funds holding: 580 → 520 (-60)

26% less funds holding in top 10

Funds holding in top 10: 39 → 29 (-10)

39% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 138

40% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $164M

42% less capital invested

Capital invested by funds: $29.9B → $17.5B (-$12.4B)

Holders
520
Holders Change
-60
Holders Change %
-10.34%
% of All Funds
11.46%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.64%
New
84
Increased
214
Reduced
170
Closed
138
Calls
$98.1M
Puts
$164M
Net Calls
-$65.9M
Net Calls Change
-$74.9M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$903M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$612M
3
ACM
Abrams Capital Management
Massachusetts
+$294M
4
BP
Berkshire Partners
Massachusetts
+$277M
5
AP
Altarock Partners
Florida
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$820M
2
ECU
Egerton Capital (UK)
United Kingdom
-$396M
3
Capital World Investors
Capital World Investors
California
-$368M
4
LPC
Lone Pine Capital
Connecticut
-$261M
5
Tiger Global Management
Tiger Global Management
New York
-$168M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
651
Wealthcare Capital Management
Virginia
– -$3K -6 Closed
JWBC
652
John W. Brooker & Co
California
– -$3K -5 Closed
BWM
653
Baystate Wealth Management
Massachusetts
– -$1K -2 Closed
FPFS
654
First Personal Financial Services
North Carolina
– -$1K -2 Closed
CFB
655
Cullen/Frost Bankers
Texas
– -$1K -1 Closed
M
656
MOTCO
Texas
– +$545 +1 New
PFGIA
657
Patriot Financial Group Insurance Agency
Massachusetts
– +$545 +1 New
23 24 25 26
27

TDG Hedge Fund Activity: Q1 2020 in Review

520 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2020, worth a combined $17.5B — down 42% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of TDG and 84 opened new positions — a net loss of 54 holders — while 170 trimmed existing stakes and 214 added.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $903M. The largest seller was Fidelity Investments, cutting an estimated $820M.

  • 520 institutional investors held TransDigm Group (TDG) as of Q1 2020, down from 580 in Q4 2019.
  • Funds reported $17.5B of TransDigm Group stock for Q1 2020, down 42% quarter-over-quarter.
  • 84 funds opened new TransDigm Group positions in Q1 2020 and 138 closed out, a net change of -54 holders.
  • The largest TransDigm Group buyer in Q1 2020 was WINDACRE PARTNERSHIP LLC, an estimated $903M added.
  • The largest TransDigm Group seller in Q1 2020 was Fidelity Investments, an estimated $820M sold.

Based on aggregated 13F filings for Q1 2020.