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TransDigm Group
TDG

332 hedge funds and large institutions have $10.3B invested in TransDigm Group in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

2% more funds holding

Funds holding: 324 → 332 (+8)

5% more capital invested

Capital invested by funds: $9.81B → $10.3B (+$463M)

1.63% less ownership

Funds ownership: 101.72% → 100.09% (-1.6%)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

12% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 129

95% less call options, than puts

Call options by funds: $6.37M | Put options by funds: $130M

Holders
332
Holders Change
+8
Holders Change %
+2.47%
% of All Funds
8.86%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.48%
New
37
Increased
113
Reduced
129
Closed
27
Calls
$6.37M
Puts
$130M
Net Calls
-$124M
Net Calls Change
-$118M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$125M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Renaissance Technologies
Renaissance Technologies
New York
+$71.2M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
+$49.2M
5
Capital World Investors
Capital World Investors
California
+$40.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$132M
2
BP
Berkshire Partners
Massachusetts
-$130M
3
TCIM
TIAA CREF Investment Management
New York
-$56.4M
4
T
TOBAM
France
-$46.3M
5
PCM
Pennant Capital Management
New Jersey
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TEC
51
Tiger Eye Capital
Tennessee
$47.8M +$12.8M +67,856 +39%
GC
52
Guggenheim Capital
Illinois
$46.2M +$11.5M +60,728 +35%
WEC
53
White Elm Capital
Connecticut
$40.1M – – –
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$38.1M +$18.6M +98,884 +104%
CI Investments Inc
55
CI Investments Inc
Ontario, Canada
$35.9M -$1.49M -7,900 -4%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$35.3M -$1.26M -6,665 -4%
Legal & General Group
57
Legal & General Group
United Kingdom
$35M +$438K +2,321 +1%
RFC
58
Russell Frank Company
Washington
$33.7M +$4.96M +26,295 +18%
Wells Fargo
59
Wells Fargo
California
$33.4M +$245K +1,302 +0.8%
Goldman Sachs
60
Goldman Sachs
New York
$32.3M +$492K +2,609 +2%
AG
61
Aravt Global
New York
$31.9M +$30.6M +162,500 New
HSBC Holdings
62
HSBC Holdings
United Kingdom
$31.3M -$8.62M -45,706 -22%
AAM
63
Advisors Asset Management
Colorado
$31M +$8.92M +47,313 +43%
AP
64
Altarock Partners
Florida
$30.5M +$29.2M +155,084 New
MIH
65
Madison Investment Holdings
Wisconsin
$30M -$1.67M -8,853 -5%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$28.1M -$735K -3,900 -3%
Two Sigma Investments
67
Two Sigma Investments
New York
$26.9M -$17.2M -91,477 -40%
Fidelity International
68
Fidelity International
Bermuda
$26.1M -$12.6M -66,817 -33%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$25.6M -$443K -2,351 -2%
MAA
70
Managed Account Advisors
New Jersey
$25.5M +$2.35M +12,451 +11%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$24.8M +$721K +3,825 +3%
MRCP
72
Manor Road Capital Partners
New York
$24.5M -$1.89M -10,000 -7%
UBS AM
73
UBS AM
Illinois
$24M -$123K -653 -0.5%
JP Morgan Chase
74
JP Morgan Chase
New York
$22.1M +$7.42M +39,337 +54%
UBS Group
75
UBS Group
Switzerland
$22M +$21.1M +112,015 New
1 2
3
4 5

TDG Hedge Fund Activity: Q4 2014 in Review

332 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2014, worth a combined $10.3B — up 4.7% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TDG positions and 27 closed out — a net gain of 10 holders — while 113 added to existing stakes and 129 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $132M.

  • 332 institutional investors held TransDigm Group (TDG) as of Q4 2014, up from 324 in Q3 2014.
  • Funds reported $10.3B of TransDigm Group stock for Q4 2014, up 4.7% quarter-over-quarter.
  • 37 funds opened new TransDigm Group positions in Q4 2014 and 27 closed out, a net change of +10 holders.
  • The largest TransDigm Group buyer in Q4 2014 was Lord, Abbett & Co, an estimated $125M added.
  • The largest TransDigm Group seller in Q4 2014 was Morgan Stanley, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2014.