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TransDigm Group
TDG

297 hedge funds and large institutions have $8.51B invested in TransDigm Group in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 111 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

26% more call options, than puts

Call options by funds: $5.36M | Put options by funds: $4.25M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

20% more capital invested

Capital invested by funds: $7.09B → $8.51B (+$1.42B)

3.41% more ownership

Funds ownership: 97.23% → 100.64% (+3.4%)

3% more funds holding

Funds holding: 289 → 297 (+8)

14% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 111

Holders
297
Holders Change
+8
Holders Change %
+2.77%
% of All Funds
8.62%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.55%
New
53
Increased
95
Reduced
111
Closed
44
Calls
$5.36M
Puts
$4.25M
Net Calls
+$1.11M
Net Calls Change
+$11M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
2
Tiger Global Management
Tiger Global Management
New York
+$123M
3
Morgan Stanley
Morgan Stanley
New York
+$122M
4
State Street
State Street
Massachusetts
+$89.5M
5
VAM
Vontobel Asset Management
New York
+$79.2M

Top Sellers

1
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$114M
2
American Century Companies
American Century Companies
Missouri
-$88M
3
Jennison Associates
Jennison Associates
New York
-$85.5M
4
Capital World Investors
Capital World Investors
California
-$81.7M
5
SCA
SAC Capital Advisors
Connecticut
-$81.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$35.8M -$2.46M -16,497 -7%
MIH
52
Madison Investment Holdings
Wisconsin
$30.5M +$28.2M +189,323 New
CCM
53
Crestwood Capital Management
New York
$27.6M +$1.43M +9,625 +6%
Legal & General Group
54
Legal & General Group
United Kingdom
$27.6M -$1.94M -13,015 -7%
CCP
55
Clough Capital Partners
Massachusetts
$27.6M -$24.2M -162,500 -49%
PIP
56
Permian Investment Partners
Texas
$27.4M +$25.4M +170,477 New
CIC
57
Chilton Investment Company
Connecticut
$26.1M +$24.2M +162,292 New
CCM
58
Criterion Capital Management
California
$24.7M +$22.9M +153,600 New
WC
59
Weatherbie Capital
Massachusetts
$23.8M +$5.59M +37,498 +34%
RFC
60
Russell Frank Company
Washington
$23.8M +$1.72M +11,534 +9%
NTCOC
61
Northern Trust Company of Connecticut
Connecticut
$23.4M -$7.62M -51,106 -26%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$23.3M -$611K -4,100 -3%
BlackRock
63
BlackRock
New York
$22.3M -$744K -4,994 -3%
Fidelity International
64
Fidelity International
Bermuda
$22M +$2.74M +18,364 +16%
MSA
65
Mason Street Advisors
Wisconsin
$21.4M -$175K -1,175 -0.9%
TCIM
66
TIAA CREF Investment Management
New York
$20.9M -$754K -5,057 -4%
AIMCA
67
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.2M -$7.05M -47,300 -27%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$20.2M -$385K -2,584 -2%
MRCP
69
Manor Road Capital Partners
New York
$20.1M +$9.69M +65,000 +108%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$19.3M +$390K +2,613 +2%
UBS AM
71
UBS AM
Illinois
$18.7M +$1.04M +6,989 +6%
MAA
72
Managed Account Advisors
New Jersey
$18M +$2.57M +17,212 +18%
TEC
73
Tiger Eye Capital
Tennessee
$17.7M +$2.6M +17,432 +19%
NFA
74
Nationwide Fund Advisors
Ohio
$16.8M +$15.5M +104,100 New
MCM
75
Marsico Capital Management
Colorado
$16.5M +$15.3M +102,517 New
1 2
3
4 5

TDG Hedge Fund Activity: Q4 2013 in Review

297 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2013, worth a combined $8.51B — up 20% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TDG positions and 44 closed out — a net gain of 9 holders — while 95 added to existing stakes and 111 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Bain Capital Public Equity Management, exiting entirely with an estimated $114M sold.

  • 297 institutional investors held TransDigm Group (TDG) as of Q4 2013, up from 289 in Q3 2013.
  • Funds reported $8.51B of TransDigm Group stock for Q4 2013, up 20% quarter-over-quarter.
  • 53 funds opened new TransDigm Group positions in Q4 2013 and 44 closed out, a net change of +9 holders.
  • The largest TransDigm Group buyer in Q4 2013 was Fidelity Investments, an estimated $142M added.
  • The largest TransDigm Group seller in Q4 2013 was Bain Capital Public Equity Management, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2013.