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TransDigm Group
TDG

Overview Fund Activity

1,031 hedge funds and large institutions have $67.4B invested in TransDigm Group in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+14
Holders Change %
+1.38%
% of All Funds
13.72%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.55%
New
128
Increased
427
Reduced
324
Closed
101
Calls
$355M
Puts
$394M
Net Calls
-$39.4M
Net Calls Change
-$64.8M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$400M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$262M
3
Principal Financial Group
Principal Financial Group
Iowa
+$235M
4
BlackRock
BlackRock
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$207M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$147M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$136M
3
ZIG
Zurich Insurance Group
Switzerland
-$135M
4
AI
Advent International
Massachusetts
-$88.1M
5
Franklin Resources
Franklin Resources
California
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
701
Tranquility Partners
Tennessee
$408K -$7.6K -6 -2%
FFM
702
Forum Financial Management
Illinois
$404K – – –
SMA
703
Sage Mountain Advisors
Georgia
$404K +$21.5K +17 +6%
SIG
704
Stonegate Investment Group
Alabama
$403K -$1.27K -1 -0.3%
OA
705
Oak Associates
Ohio
$402K -$105K -83 -21%
PVI
706
Pine Valley Investments
New Jersey
$402K – – –
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$401K -$10.8K -8 -3%
AC
708
ASB Consultores
Florida
$400K -$5.07K -4 -1%
GIA
709
GHP Investment Advisors
Colorado
$398K – – –
SWP
710
Sagespring Wealth Partners
Tennessee
$397K +$397K +313 New
JIC
711
Johnson Investment Counsel
Ohio
$393K +$154K +122 +65%
SAM
712
Secure Asset Management
Michigan
$388K +$12.7K +10 +3%
HH
713
HWG Holdings
Texas
$387K -$329K -260 -46%
AF
714
Allworth Financial
California
$381K +$46.1K +34 +14%
WC
715
Westhampton Capital
North Carolina
$380K – – –
VFA
716
Valeo Financial Advisors
Indiana
$380K +$6.33K +5 +2%
PC
717
Promus Capital
Illinois
$378K +$378K +298 New
KNW
718
Kesler Norman & Wride
Utah
$375K +$375K +296 New
BEC
719
Blue Edge Capital
Virginia
$375K – – –
ECM
720
Evergreen Capital Management
Washington
$375K +$375K +296 New
DADC
721
D.A. Davidson & Co
Montana
$374K +$6.34K +5 +2%
UB
722
UMB Bank
Missouri
$373K -$1.27K -1 -0.3%
HSA
723
HBK Sorce Advisory
Pennsylvania
$368K -$48.2K -38 -12%
CGA
724
Crescent Grove Advisors
Illinois
$368K – – –
SWM
725
Shepherd Wealth Management
Ohio
$366K +$366K +289 New
27 28
29
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