TransDigm Group
TDG
743 hedge funds and large institutions have $47.7B invested in TransDigm Group in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 263 increasing their positions, 245 reducing their positions, and 59 closing their positions.
49% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 59
23% more capital invested
Capital invested by funds: $38.8B → $47.7B (+$8.93B)
4% more funds holding
Funds holding: 717 → 743 (+26)
7% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 245
0.83% more ownership
Funds ownership: 96.51% → 97.34% (+0.83%)
12% less funds holding in top 10
Funds holding in top 10: 58 → 51 (-7)
58% less call options, than puts
Call options by funds: $158M | Put options by funds: $372M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$510M |
| 2 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
+$423M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$265M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$153M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$180M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$156M |
| 3 |
Millennium Management
New York
|
-$101M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$91.6M |
| 5 |
XL
XN LP
New York
|
-$86.8M |
TDG Hedge Fund Activity: Q2 2023 in Review
743 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2023, worth a combined $47.7B — up 23% from $38.8B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new TDG positions and 59 closed out — a net gain of 29 holders — while 263 added to existing stakes and 245 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $510M. The largest seller was Principal Financial Group, cutting an estimated $180M.
- 743 institutional investors held TransDigm Group (TDG) as of Q2 2023, up from 717 in Q1 2023.
- Funds reported $47.7B of TransDigm Group stock for Q2 2023, up 23% quarter-over-quarter.
- 88 funds opened new TransDigm Group positions in Q2 2023 and 59 closed out, a net change of +29 holders.
- The largest TransDigm Group buyer in Q2 2023 was JP Morgan Chase, an estimated $510M added.
- The largest TransDigm Group seller in Q2 2023 was Principal Financial Group, an estimated $180M sold.
Based on aggregated 13F filings for Q2 2023.