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TransDigm Group
TDG

703 hedge funds and large institutions have $32.8B invested in TransDigm Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 247 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 44

33% more funds holding in top 10

Funds holding in top 10: 46 → 61 (+15)

19% more capital invested

Capital invested by funds: $27.5B → $32.8B (+$5.31B)

13% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 218

9% more funds holding

Funds holding: 647 → 703 (+56)

0.55% less ownership

Funds ownership: 96.76% → 96.21% (-0.55%)

66% less call options, than puts

Call options by funds: $99.6M | Put options by funds: $291M

Holders
703
Holders Change
+56
Holders Change %
+8.66%
% of All Funds
11.3%
Holding in Top 10
61
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+32.61%
% of All Funds
0.98%
New
112
Increased
247
Reduced
218
Closed
44
Calls
$99.6M
Puts
$291M
Net Calls
-$192M
Net Calls Change
+$69.8M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$163M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$157M
3
Citadel Advisors
Citadel Advisors
Florida
+$148M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$108M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$94.7M

Top Sellers

Rank Fund Capital Flow
1
BP
Berkshire Partners
Massachusetts
-$361M
2
Millennium Management
Millennium Management
New York
-$161M
3
Principal Financial Group
Principal Financial Group
Iowa
-$108M
4
VVP
Vulcan Value Partners
Alabama
-$108M
5
ACM
Abrams Capital Management
Massachusetts
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
651
SRH Advisors
Kansas
$6K – – –
FMP
652
Financial Management Professionals
Texas
$6K +$1.18K +2 +29%
BWM
653
BerganKDV Wealth Management
Minnesota
$5.67K – – –
PSB
654
Piscataqua Savings Bank
New Hampshire
$5.67K – – –
CA
655
Crewe Advisors
Utah
$5.04K -$19.4K -33 -80%
BHWM
656
Beaird Harris Wealth Management
Texas
$5.04K +$4.71K +8 New
BAM
657
Bellevue Asset Management
Washington
$5K – – –
BCM
658
Bourgeon Capital Management
Connecticut
$4.41K -$2.36K -4 -36%
MCC
659
Money Concepts Capital
Florida
$4.41K -$1.77K -3 -30%
CWM
660
Cedar Wealth Management
California
$4.41K – – –
SFA
661
Semmax Financial Advisors
North Carolina
$4K – – –
LF
662
Lee Financial
Texas
$3.78K -$1.18K -2 -25%
VCM
663
Versant Capital Management
Arizona
$3.78K – – –
SIC
664
SJS Investment Consulting
Ohio
$3.78K +$2.36K +4 +200%
AWM
665
Abound Wealth Management
Tennessee
$3.19K -$2.95K -5 -50%
AWM
666
Avior Wealth Management
Nebraska
$3.15K – – –
ZIG
667
Zullo Investment Group
Pennsylvania
$3.15K – – –
EBA
668
Eagle Bay Advisors
New York
$3.15K +$589 +1 +25%
ETC
669
Exchange Traded Concepts
Oklahoma
$3.15K +$589 +1 +25%
TAIM
670
TD Ameritrade Investment Management
Nebraska
$3K -$7.07K -12 -71%
SC
671
Sierra Capital
Florida
$3K – – –
TWM
672
Tradition Wealth Management
Minnesota
$3K +$2.36K +4 New
APC
673
Aspire Private Capital
North Carolina
$2.52K – – –
CWC
674
Carolinas Wealth Consulting
North Carolina
$2.52K – – –
TIM
675
Tortoise Investment Management
New York
$2.52K – – –
25 26
27
28 29

TDG Hedge Fund Activity: Q4 2022 in Review

703 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2022, worth a combined $32.8B — up 19% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new TDG positions and 44 closed out — a net gain of 68 holders — while 247 added to existing stakes and 218 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $163M. The largest seller was Berkshire Partners, cutting an estimated $361M.

  • 703 institutional investors held TransDigm Group (TDG) as of Q4 2022, up from 647 in Q3 2022.
  • Funds reported $32.8B of TransDigm Group stock for Q4 2022, up 19% quarter-over-quarter.
  • 112 funds opened new TransDigm Group positions in Q4 2022 and 44 closed out, a net change of +68 holders.
  • The largest TransDigm Group buyer in Q4 2022 was Point72 Asset Management, an estimated $163M added.
  • The largest TransDigm Group seller in Q4 2022 was Berkshire Partners, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2022.