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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
YAL
676
Your Advocates Ltd
Texas
$2.52K – – –
DI
677
Disciplined Investments
Oklahoma
$2.52K +$589 +1 +33%
HCM
678
Hollencrest Capital Management
California
$2.52K +$2.36K +4 New
CFD
679
Creative Financial Designs
Indiana
$1.89K – – –
HIA
680
Harbor Investment Advisory
Maryland
$1.89K – – –
HGWM
681
Harvest Group Wealth Management
Massachusetts
$1.89K – – –
FWA
682
Freedom Wealth Alliance
Wisconsin
$1.89K +$1.77K +3 New
ACA
683
Atlas Capital Advisors
Wyoming
$1.89K – – –
ECM
684
Everence Capital Management
Indiana
$1.5K +$1.4M +2,380 New
FP
685
Financial Perspectives
Minnesota
$1.26K – – –
GFPC
686
Global Financial Private Client
Florida
$1.26K – – –
PWMG
687
Prestige Wealth Management Group
New Jersey
$1.26K – – –
MFT
688
Moisand Fitzgerald Tamayo
Florida
$1.26K +$1.18K +2 New
PI
689
PEAK6 Investments
Illinois
$1.14K -$589 -1 -33%
CAL
690
Capital Advisors Ltd
Ohio
$1K -$1.18K -2 -50%
ANBT
691
American National Bank & Trust
Texas
$1K – – –
TSW
692
Thompson Siegel & Walmsley
Virginia
$1K – – –
PCM
693
Penserra Capital Management
California
$1K +$1.18K +2 New
AA
694
Addison Advisors
Vermont
$630 – – –
DWA
695
Delos Wealth Advisors
Texas
$630 – – –
HWP
696
Highline Wealth Partners
California
$630 – – –
EE
697
EWG Elevate
California
$630 +$589 +1 New
MPCL
698
My Personal CFO LLC
Washington
$630 +$589 +1 New
NSIM
699
North Star Investment Management
Illinois
$630 +$589 +1 New
PMFA
700
Plante Moran Financial Advisors
Michigan
$630 +$589 +1 New
26 27
28
29 30

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.