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TransDigm Group
TDG

Overview Fund Activity

927 hedge funds and large institutions have $65.7B invested in TransDigm Group in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 319 increasing their positions, 315 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+71
Holders Change %
+8.29%
% of All Funds
13.44%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.74%
New
135
Increased
319
Reduced
315
Closed
57
Calls
$180M
Puts
$141M
Net Calls
+$39.7M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$545M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$238M
3
UBS Group
UBS Group
Switzerland
+$183M
4
Franklin Resources
Franklin Resources
California
+$170M
5
Millennium Management
Millennium Management
New York
+$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.2B
2
SP
Stockbridge Partners
Massachusetts
-$313M
3
Cerity Partners
Cerity Partners
New York
-$246M
4
Principal Financial Group
Principal Financial Group
Iowa
-$207M
5
MG
Meritage Group
California
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
726
Rathbones Group
United Kingdom
$259K +$6.16K +5 +2%
BFO
727
Biltmore Family Office
North Carolina
$257K – – –
MOS
728
MGO One Seven
Ohio
$257K +$257K +209 New
PFG
729
Prosperity Financial Group
California
$255K +$255K +207 New
WP
730
WMS Partners
Maryland
$254K -$164K -133 -39%
PTC
731
Private Trust Company
Ohio
$249K +$48K +39 +24%
LA
732
Legacy Advisors
Pennsylvania
$249K +$249K +202 New
FW
733
Fairway Wealth
Ohio
$248K -$206K -167 -45%
AC
734
AXQ Capital
New Jersey
$246K -$616K -500 -71%
HCA
735
Horan Capital Advisors
Ohio
$246K – – –
CCWM
736
Cassaday & Co Wealth Management
Virginia
$246K +$246K +200 New
ACA
737
Aptus Capital Advisors
Alabama
$245K +$245K +199 New
P
738
Pitcairn
Pennsylvania
$245K +$245K +199 New
PI
739
PineBridge Investments
New York
$243K +$243K +197 New
LAM
740
L2 Asset Management
Massachusetts
$241K +$241K +196 New
FI
741
Fractal Investments
Connecticut
$240K +$240K +195 New
CFG
742
Citizens Financial Group
Rhode Island
$239K +$239K +194 New
KFP
743
KMG Fiduciary Partners
Ohio
$239K +$239K +194 New
PP
744
Patron Partners
Texas
$238K +$238K +193 New
TWM
745
TriaGen Wealth Management
California
$236K -$7.39K -6 -3%
TAM
746
Tocqueville Asset Management
New York
$236K +$236K +192 New
PJSIMP
747
P.J. Schmidt Investment Management (PJS)
Wisconsin
$235K +$235K +191 New
IGGA
748
Iron Gate Global Advisors
Utah
$234K +$234K +191 New
PWM
749
Perigon Wealth Management
California
$234K +$234K +190 New
Allianz Asset Management
750
Allianz Asset Management
Germany
$233K +$14.8K +12 +7%
28 29
30
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