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TransDigm Group
TDG

Overview Fund Activity

714 hedge funds and large institutions have $38.8B invested in TransDigm Group in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+14
Holders Change %
+2%
% of All Funds
11.43%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
0.93%
New
80
Increased
262
Reduced
250
Closed
56
Calls
$115M
Puts
$432M
Net Calls
-$317M
Net Calls Change
-$125M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.38B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$988M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.46B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$603M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$177M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
$881M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
$0
3
BP
Berkshire Partners
Massachusetts
$0
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$9.58K
5
Principal Financial Group
Principal Financial Group
Iowa
$2.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
676
Bellevue Asset Management
Washington
$5.9K – – –
BWL
677
Bogart Wealth LLC
Virginia
$5.9K +$5.9K +8 New
SIC
678
SJS Investment Consulting
Ohio
$5.16K +$737 +1 +17%
CWM
679
Cedar Wealth Management
California
$5.16K – – –
TWM
680
Tradition Wealth Management
Minnesota
$5K +$2.14K +3 +75%
AWM
681
Abound Wealth Management
Tennessee
$4.47K +$744 +1 +20%
LF
682
Lee Financial
Texas
$4.42K – – –
VCM
683
Versant Capital Management
Arizona
$4.42K – – –
TAIM
684
TD Ameritrade Investment Management
Nebraska
$4K +$667 +1 +20%
AWM
685
Avior Wealth Management
Nebraska
$3.69K – – –
CAL
686
Capital Advisors Ltd
Ohio
$3K +$1.5K +2 +100%
CSPIA
687
Cary Street Partners Investment Advisory
Virginia
$2.95K -$7.37K -10 -71%
EBA
688
Eagle Bay Advisors
New York
$2.95K -$737 -1 -20%
APC
689
Aspire Private Capital
North Carolina
$2.95K – – –
TIM
690
Tortoise Investment Management
New York
$2.95K – – –
YAL
691
Your Advocates Ltd
Texas
$2.95K – – –
CWC
692
Carolinas Wealth Consulting
North Carolina
$2.95K – – –
DI
693
Disciplined Investments
Oklahoma
$2.95K – – –
HCM
694
Hollencrest Capital Management
California
$2.95K – – –
WP
695
WealthPLAN Partners
Nebraska
$2.95K +$2.95K +4 New
ETC
696
Exchange Traded Concepts
Oklahoma
$2.21K -$1.47K -2 -40%
ACA
697
Atlas Capital Advisors
Wyoming
$2.21K – – –
HIA
698
Harbor Investment Advisory
Maryland
$2.21K – – –
HGWM
699
Harvest Group Wealth Management
Massachusetts
$2.21K – – –
CFD
700
Creative Financial Designs
Indiana
$2.21K – – –
26 27
28
29 30