TDG icon

TransDigm Group
TDG

Overview Fund Activity

856 hedge funds and large institutions have $55.1B invested in TransDigm Group in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+94
Holders Change %
+12.34%
% of All Funds
12.55%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
153
Increased
298
Reduced
264
Closed
50
Calls
$138M
Puts
$201M
Net Calls
-$63.4M
Net Calls Change
+$89.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.42B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$373M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
4
Invesco
Invesco
Georgia
+$128M
5
Capital World Investors
Capital World Investors
California
+$121M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$368M
2
SP
Stockbridge Partners
Massachusetts
-$150M
3
BlackRock
BlackRock
New York
-$138M
4
Principal Financial Group
Principal Financial Group
Iowa
-$111M
5
AP
Altarock Partners
Florida
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
726
Concourse Financial Group Securities
Alabama
$115K +$7.08K +7 +7%
TPCW
727
TD Private Client Wealth
New York
$107K +$13.2K +13 +14%
VNA
728
Valley National Advisers
Pennsylvania
$106K +$47.4K +47 +81%
CTA
729
Colonial Trust Advisors
South Carolina
$104K – – –
TCPG
730
Trivant Custom Portfolio Group
California
$101K – – –
AA
731
Alta Advisers
United Kingdom
$101K – – –
AT
732
Arlington Trust
Alabama
$96.1K +$50.6K +50 +111%
SVCP
733
Silicon Valley Capital Partners
California
$95.4K +$3.04K +3 +3%
DMBA
734
Deseret Mutual Benefit Administrators
Utah
$94.1K -$38.4K -38 -29%
SAM
735
Smartleaf Asset Management
Massachusetts
$93.2K +$93.2K +92 New
GRP
736
Global Retirement Partners
California
$92.5K +$12.3K +12 +15%
VWM
737
Venturi Wealth Management
Texas
$88K +$11.1K +11 +14%
TFM
738
TFC Financial Management
Massachusetts
$85K – – –
NS
739
NBC Securities
Alabama
$80K -$2.03K -2 -2%
CAC
740
Core Alternative Capital
Georgia
$75.9K -$81K -80 -52%
USB
741
Union Savings Bank
Connecticut
$75.9K – – –
PVH
742
Psagot Value Holdings
Israel
$74K +$60.8K +60 +462%
TCWA
743
Turtle Creek Wealth Advisors
Texas
$72.8K +$72.8K +72 New
GWS
744
Glassman Wealth Services
Virginia
$71.8K – – –
NFSG
745
Newbridge Financial Services Group
Florida
$71.8K +$71.8K +71 New
FIM
746
FWL Investment Management
Texas
$70.8K – – –
ST
747
Smithfield Trust
Pennsylvania
$56K – – –
WT
748
Washington Trust
Rhode Island
$55.6K -$9.1K -9 -14%
Kayne Anderson Rudnick Investment Management
749
Kayne Anderson Rudnick Investment Management
California
$54.6K +$1.01K +1 +2%
TFIPS
750
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.6K +$50.6K +50 New
28 29
30
31 32