TransDigm Group
861 hedge funds and large institutions have $55.1B invested in TransDigm Group in 2023 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 50 closing their positions.
210% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 50
23% more capital invested
Capital invested by funds: $44.8B → $55.1B (+$10.4B)
14% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 264
13% more funds holding
Funds holding: 765 → 861 (+96)
6% more funds holding in top 10
Funds holding in top 10: 47 → 50 (+3)
2.72% more ownership
Funds ownership: 96.22% → 98.93% (+2.7%)
32% less call options, than puts
Call options by funds: $138M | Put options by funds: $201M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.29B |
| 2 |
JP Morgan Chase
New York
|
+$340M |
| 3 |
Cerity Partners
New York
|
+$189M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$162M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$368M |
| 2 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$137M |
| 3 |
BlackRock
New York
|
-$126M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$101M |
| 5 |
AP
Altarock Partners
West Palm Beach,
Florida
|
-$66.9M |
TDG Hedge Fund Activity: Q4 2023 in Review
861 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q4 2023, worth a combined $55.1B — up 23% from $44.8B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new TDG positions and 50 closed out — a net gain of 105 holders — while 301 added to existing stakes and 264 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.29B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $368M sold.
- 861 institutional investors held TransDigm Group (TDG) as of Q4 2023, up from 765 in Q3 2023.
- Funds reported $55.1B of TransDigm Group stock for Q4 2023, up 23% quarter-over-quarter.
- 155 funds opened new TransDigm Group positions in Q4 2023 and 50 closed out, a net change of +105 holders.
- The largest TransDigm Group buyer in Q4 2023 was Morgan Stanley, an estimated $1.29B added.
- The largest TransDigm Group seller in Q4 2023 was Lone Pine Capital, an estimated $368M sold.
Based on aggregated 13F filings for Q4 2023.