We are live on ! Find out more
TDG icon

TransDigm Group
TDG

609 hedge funds and large institutions have $32.5B invested in TransDigm Group in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 194 increasing their positions, 205 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 48

84% more call options, than puts

Call options by funds: $183M | Put options by funds: $99.3M

33% more funds holding in top 10

Funds holding in top 10: 33 → 44 (+11)

29% more capital invested

Capital invested by funds: $25.3B → $32.5B (+$7.28B)

10% more funds holding

Funds holding: 553 → 609 (+56)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 205

1.54% less ownership

Funds ownership: 98.29% → 96.74% (-1.5%)

Holders
609
Holders Change
+56
Holders Change %
+10.13%
% of All Funds
10.78%
Holding in Top 10
44
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+33.33%
% of All Funds
0.78%
New
110
Increased
194
Reduced
205
Closed
48
Calls
$183M
Puts
$99.3M
Net Calls
+$83.2M
Net Calls Change
+$28.3M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$329M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
3
PI
Putnam Investments
Massachusetts
+$98.2M
4
MG
Meritage Group
California
+$86.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$83.3M

Top Sellers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
-$358M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$183M
3
AIM
Allen Investment Management
New York
-$160M
4
SCM
Steadfast Capital Management
New York
-$118M
5
AP
Altarock Partners
Florida
-$110M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
651
Rational Advisors
New York
– -$11K -24 Closed
BHWM
652
Bay Harbor Wealth Management
Maryland
– -$7K -15 Closed
WLPWM
653
Walled Lake Planning & Wealth Management
Illinois
– -$6K -13 Closed
CHAM
654
Clear Harbor Asset Management
Connecticut
– -$3.33K -7 Closed
FHA
655
Flagship Harbor Advisors
Massachusetts
– -$2K -5 Closed
FFA
656
Founders Financial Alliance
North Carolina
– -$1K -5 Closed
PFWA
657
Paces Ferry Wealth Advisors
Georgia
– -$2K -4 Closed
CA
658
Crewe Advisors
Utah
– -$1K -3 Closed
23 24 25 26
27

TDG Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2020, worth a combined $32.5B — up 29% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new TDG positions and 48 closed out — a net gain of 62 holders — while 194 added to existing stakes and 205 trimmed.

The largest buyer was Capital International Investors, adding an estimated $329M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $358M sold.

  • 609 institutional investors held TransDigm Group (TDG) as of Q4 2020, up from 553 in Q3 2020.
  • Funds reported $32.5B of TransDigm Group stock for Q4 2020, up 29% quarter-over-quarter.
  • 110 funds opened new TransDigm Group positions in Q4 2020 and 48 closed out, a net change of +62 holders.
  • The largest TransDigm Group buyer in Q4 2020 was Capital International Investors, an estimated $329M added.
  • The largest TransDigm Group seller in Q4 2020 was Lone Pine Capital, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2020.