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TransDigm Group
TDG

Overview Fund Activity

740 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, 262 increasing their positions, 243 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+26
Holders Change %
+3.64%
% of All Funds
11.67%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.8%
New
88
Increased
262
Reduced
243
Closed
59
Calls
$158M
Puts
$372M
Net Calls
-$214M
Net Calls Change
+$103M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$678M
2
WPL
WINDACRE PARTNERSHIP LLC
Texas
$479M
3
Capital World Investors
Capital World Investors
California
$1.97B
4
Norges Bank
Norges Bank
Norway
$540M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$2.33B
2
Citadel Advisors
Citadel Advisors
Florida
$6.13M
3
Millennium Management
Millennium Management
New York
$43.6M
4
LPC
Lone Pine Capital
Connecticut
$521M
5
XL
XN LP
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
701
HWG Holdings
Texas
$8.94K +$8.94K +10 New
PSB
702
Piscataqua Savings Bank
New Hampshire
$8.05K – – –
BWL
703
Bogart Wealth LLC
Virginia
$7.15K – – –
SA
704
SRH Advisors
Kansas
$6.63K – – –
AWM
705
Abound Wealth Management
Tennessee
$6.31K +$902 +1 +17%
BAM
706
Bellevue Asset Management
Washington
$6.26K -$894 -1 -13%
CWM
707
Cedar Wealth Management
California
$6.26K – – –
VCM
708
Versant Capital Management
Arizona
$6.26K +$894 +1 +17%
TWM
709
Tradition Wealth Management
Minnesota
$6K – – –
SIC
710
SJS Investment Consulting
Ohio
$5.37K -$894 -1 -14%
LF
711
Lee Financial
Texas
$5.37K – – –
AWM
712
Avior Wealth Management
Nebraska
$4.47K – – –
CAL
713
Capital Advisors Ltd
Ohio
$4K +$800 +1 +25%
TFGT
714
TS Financial Group (TSFG)
Illinois
$4K +$4K +4 New
AW
715
Avion Wealth
Texas
$4K +$4K +6 New
DI
716
Disciplined Investments
Oklahoma
$3.58K – – –
WP
717
WealthPLAN Partners
Nebraska
$3.58K – – –
TIM
718
Tortoise Investment Management
New York
$3.58K – – –
APC
719
Aspire Private Capital
North Carolina
$3.58K – – –
YAL
720
Your Advocates Ltd
Texas
$3.58K – – –
CWC
721
Carolinas Wealth Consulting
North Carolina
$3.58K – – –
EBA
722
Eagle Bay Advisors
New York
$3.58K – – –
HCM
723
Hollencrest Capital Management
California
$3.58K – – –
GI
724
Gradient Investments
Minnesota
$3.58K +$3.58K +4 New
CFD
725
Creative Financial Designs
Indiana
$2.68K – – –
27 28
29
30 31