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TransDigm Group
TDG

Overview Fund Activity

927 hedge funds and large institutions have $65.7B invested in TransDigm Group in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 319 increasing their positions, 315 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+71
Holders Change %
+8.29%
% of All Funds
13.44%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.74%
New
135
Increased
319
Reduced
315
Closed
57
Calls
$180M
Puts
$141M
Net Calls
+$39.7M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$545M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
3
UBS Group
UBS Group
Switzerland
+$183M
4
Franklin Resources
Franklin Resources
California
+$170M
5
Millennium Management
Millennium Management
New York
+$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.2B
2
SP
Stockbridge Partners
Massachusetts
-$313M
3
Cerity Partners
Cerity Partners
New York
-$246M
4
Principal Financial Group
Principal Financial Group
Iowa
-$207M
5
MG
Meritage Group
California
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
676
IFP Advisors
Florida
$368K -$30.9K -25 -8%
MPM
677
MBB Public Markets
Illinois
$368K +$368K +299 New
DT
678
Diversified Trust
Tennessee
$366K – – –
BEC
679
Blue Edge Capital
Virginia
$365K +$365K +298 New
QCG
680
Quadrant Capital Group
Ohio
$360K +$1.23K +1 +0.3%
AWM
681
Axxcess Wealth Management
California
$358K -$32K -26 -8%
KPWS
682
Kestra Private Wealth Services
Texas
$355K +$355K +288 New
DADC
683
D.A. Davidson & Co
Montana
$355K – – –
SW
684
SVB Wealth
Massachusetts
$347K -$121K -98 -26%
NHC
685
Nicholas Hoffman & Company
Georgia
$344K -$8.62K -7 -2%
CC
686
Corton Capital
Ontario, Canada
$337K +$9.85K +8 +3%
BP
687
Ballentine Partners
Massachusetts
$336K +$9.85K +8 +3%
VFA
688
Valeo Financial Advisors
Indiana
$336K +$39.7K +32 +13%
EWM
689
Empirical Wealth Management
Washington
$331K +$331K +269 New
CRC
690
Curi RMB Capital
Illinois
$330K +$71.4K +58 +28%
LAS
691
LWM Advisory Services
Florida
$329K – – –
CI
692
Conning Inc
Connecticut
$328K +$54.2K +44 +20%
BIG
693
Brooklyn Investment Group
New York
$327K +$6.07K +5 +2%
UAS
694
United Asset Strategies
New York
$325K – – –
IWS
695
Integrity Wealth Solutions
Colorado
$325K -$51.7K -42 -14%
HWAM
696
Hennion & Walsh Asset Management
New Jersey
$325K +$325K +264 New
IAS
697
Insigneo Advisory Services
Florida
$324K +$324K +263 New
AC
698
Avestar Capital
New York
$321K +$321K +261 New
SMA
699
Sage Mountain Advisors
Georgia
$320K +$30.7K +25 +11%
SCA
700
Snowden Capital Advisors
New York
$315K +$4.93K +4 +2%
26 27
28
29 30