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TransDigm Group
TDG

717 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, 263 increasing their positions, 252 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

18% more capital invested

Capital invested by funds: $32.8B → $38.8B (+$5.98B)

2% more funds holding

Funds holding: 703 → 717 (+14)

4% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 252

0.3% more ownership

Funds ownership: 96.21% → 96.51% (+0.3%)

5% less funds holding in top 10

Funds holding in top 10: 61 → 58 (-3)

73% less call options, than puts

Call options by funds: $115M | Put options by funds: $432M

Holders
717
Holders Change
+14
Holders Change %
+1.99%
% 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
0.92%
New
80
Increased
263
Reduced
252
Closed
56
Calls
$115M
Puts
$432M
Net Calls
-$317M
Net Calls Change
-$125M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$711M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$656M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$330M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$328M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$136M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
-$290M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$289M
3
BP
Berkshire Partners
Massachusetts
-$257M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$219M
5
Principal Financial Group
Principal Financial Group
Iowa
-$208M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
701
Creative Financial Designs
Indiana
$2.21K – – –
HIA
702
Harbor Investment Advisory
Maryland
$2.21K – – –
HGWM
703
Harvest Group Wealth Management
Massachusetts
$2.21K – – –
AIP
704
Ahrens Investment Partners
Louisiana
$2.21K +$2.14K +3 New
ECM
705
Everence Capital Management
Indiana
$1.75K – – –
GFPC
706
Global Financial Private Client
Florida
$1.49K – – –
MFT
707
Moisand Fitzgerald Tamayo
Florida
$1.48K – – –
PWMG
708
Prestige Wealth Management Group
New Jersey
$1.48K – – –
ANBT
709
American National Bank & Trust
Texas
$1.47K – – –
FP
710
Financial Perspectives
Minnesota
$1.47K – – –
PCM
711
Penserra Capital Management
California
$1K – – –
TSW
712
Thompson Siegel & Walmsley
Virginia
$1K – – –
Commonwealth Equity Services
713
Commonwealth Equity Services
Massachusetts
$790 +$11.4K +16 +2%
DWA
714
Delos Wealth Advisors
Texas
$738 – – –
TWD
715
True Wealth Design
Ohio
$738 – – –
HWP
716
Highline Wealth Partners
California
$737 – – –
NSIM
717
North Star Investment Management
Illinois
$737 – – –
PI
718
PEAK6 Investments
Illinois
$699 -$714 -1 -50%
PCFFS
719
Pacific Center for Financial Services
California
$13 – – –
WPL
720
WINDACRE PARTNERSHIP LLC
Texas
– -$289M -458,300 Closed
BP
721
Berkshire Partners
Massachusetts
– -$257M -408,288 Closed
Walleye Capital
722
Walleye Capital
New York
– -$32.6M -45,655 Closed
SFM
723
Soros Fund Management
New York
– -$22M -34,955 Closed
TOPU
724
Trustees of Princeton University
New Jersey
– -$20.4M -32,360 Closed
ASP
725
Adams Street Partners
Illinois
– -$5.85M -9,289 Closed
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