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TransDigm Group
TDG

Overview Fund Activity

762 hedge funds and large institutions have $44.7B invested in TransDigm Group in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 271 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+23
Holders Change %
+3.11%
% of All Funds
12.15%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.75%
New
77
Increased
269
Reduced
271
Closed
48
Calls
$189M
Puts
$342M
Net Calls
-$153M
Net Calls Change
+$61.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.51B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$934M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.39B
4
Norges Bank
4
Norges Bank
Norway
$615M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.98B

Top Sellers

1
ACM
1
Abrams Capital Management
Massachusetts
$0
2
VVP
2
Vulcan Value Partners
Alabama
$365M
3
DVI
3
Deccan Value Investors
Connecticut
$93.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$506M
5
LPC
5
Lone Pine Capital
Connecticut
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
726
Bogart Wealth LLC
Virginia
$6.75K – – –
TWM
727
Tradition Wealth Management
Minnesota
$6K – – –
SFA
728
Semmax Financial Advisors
North Carolina
$5.96K +$5.96K +6 New
VCM
729
Versant Capital Management
Arizona
$5.9K – – –
CWM
730
Cedar Wealth Management
California
$5.9K – – –
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$5.9K +$5.9K +7 New
BAM
732
Bellevue Asset Management
Washington
$5.9K – – –
LF
733
Lee Financial
Texas
$5.06K – – –
AW
734
Avion Wealth
Texas
$5K +$714 +1 +17%
SIC
735
SJS Investment Consulting
Ohio
$4.22K -$843 -1 -17%
LFA
736
LGT Financial Advisors
Texas
$4.22K +$4.22K +5 New
AWM
737
Avior Wealth Management
Nebraska
$4.22K – – –
CAL
738
Capital Advisors Ltd
Ohio
$4K – – –
TIM
739
Tortoise Investment Management
New York
$3.37K – – –
EBA
740
Eagle Bay Advisors
New York
$3.37K – – –
HCM
741
Hollencrest Capital Management
California
$3.37K – – –
ETC
742
Exchange Traded Concepts
Oklahoma
$3.37K +$1.69K +2 +100%
APC
743
Aspire Private Capital
North Carolina
$3.37K – – –
CWC
744
Carolinas Wealth Consulting
North Carolina
$3.31K – – –
TFGT
745
TS Financial Group (TSFG)
Illinois
$3K – – –
GI
746
Gradient Investments
Minnesota
$2.53K -$843 -1 -25%
HIA
747
Harbor Investment Advisory
Maryland
$2.53K – – –
ACA
748
Atlas Capital Advisors
Wyoming
$2.53K – – –
CFD
749
Creative Financial Designs
Indiana
$2.53K – – –
MFT
750
Moisand Fitzgerald Tamayo
Florida
$1.69K – – –
28 29
30
31 32