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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
651
Premier Path Wealth Partners
New Jersey
$668K -$37.7K -29 -6%
FTWA
652
Fifth Third Wealth Advisors
Ohio
$666K -$11.7K -9 -2%
CIM
653
Contravisory Investment Management
Massachusetts
$664K -$9.1K -7 -1%
NHC
654
Nicholas Hoffman & Company
Georgia
$664K +$118K +91 +24%
PA
655
Parallel Advisors
California
$663K +$52K +40 +9%
WB
656
Webster Bank
Connecticut
$656K
CA
657
Commerzbank Aktiengesellschaft
Germany
$653K +$117K +90 +25%
FIM
658
Freedom Investment Management
Connecticut
$650K +$87.1K +67 +17%
RWP
659
RWA Wealth Partners
Massachusetts
$649K +$20.8K +16 +4%
Fidelity International
660
Fidelity International
Bermuda
$649K +$63.7K +49 +12%
RCA
661
Resonant Capital Advisors
Wisconsin
$648K +$83.2K +64 +16%
CT
662
ClearAlpha Technologies
Connecticut
$646K -$1.04M -799 -64%
CT
663
Chicago Trust
Illinois
$646K +$315K +242 +115%
FNBT
664
FineMark National Bank & Trust
Florida
$638K +$3.9K +3 +0.7%
CIA
665
Choate Investment Advisors
Massachusetts
$634K +$140K +108 +32%
WSFS
666
Wilmington Savings Fund Society
Delaware
$618K +$563K +433 New
NW
667
NewEdge Wealth
Pennsylvania
$611K +$557K +428 New
HH
668
Hilltop Holdings
Texas
$607K +$111K +85 +25%
FHA
669
First Horizon Advisors
Tennessee
$605K -$3.9K -3 -0.7%
AS
670
Altshuler Shaham
Israel
$604K -$113K -87 -17%
ONGA
671
O'Neil Global Advisors
California
$599K +$546K +420 New
SP
672
Stablepoint Partners
Massachusetts
$597K
PI
673
PEAK6 Investments
Illinois
$589K +$138K +106 +35%
SRWM
674
Shira Ridge Wealth Management
California
$579K -$735K -565 -58%
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$574K -$13K -10 -2%

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.