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TransDigm Group

1,025 hedge funds and large institutions have $74B invested in TransDigm Group in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 393 increasing their positions, 350 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 88

12% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 350

12% more call options, than puts

Call options by funds: $244M | Put options by funds: $219M

9% more capital invested

Capital invested by funds: $67.9B → $74B (+$6.03B)

2% more funds holding

Funds holding: 1,0011,025 (+24)

2.54% less ownership

Funds ownership: 95.07%92.52% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

Holders
1,025
Holders Change
+24
Holders Change %
+2.4%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.67%
New
120
Increased
393
Reduced
350
Closed
88
Calls
$244M
Puts
$219M
Net Calls
+$25.4M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
726
Mather Group
Illinois
$423K -$189K -145 -33%
BEC
727
Blue Edge Capital
Virginia
$422K
SAM
728
Secure Asset Management
Michigan
$422K +$6.5K +5 +2%
VFA
729
Valeo Financial Advisors
Indiana
$421K +$24.7K +19 +7%
UB
730
UMB Bank
Missouri
$421K +$3.9K +3 +1%
Allianz Asset Management
731
Allianz Asset Management
Germany
$420K -$1.07M -821 -74%
EWM
732
Empirical Wealth Management
Washington
$417K +$32.5K +25 +9%
CGA
733
Crescent Grove Advisors
Illinois
$414K
DADC
734
D.A. Davidson & Co
Montana
$414K +$2.6K +2 +0.7%
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$412K +$164K +126 +70%
WMWM
736
Whitaker-Myers Wealth Managers
Ohio
$404K +$78K +60 +27%
CG
737
Cynosure Group
Utah
$395K -$389K -299 -52%
TA
738
TrueWealth Advisors
Alabama
$394K +$104K +80 +41%
BIG
739
Brooklyn Investment Group
New York
$392K +$7.8K +6 +2%
KA
740
Kovack Advisors
Florida
$391K +$7.8K +6 +2%
CP
741
Covenant Partners
Tennessee
$390K +$355K +273 New
EAM
742
Empirical Asset Management
Massachusetts
$388K +$28.6K +22 +0.8%
MPM
743
MBB Public Markets
Illinois
$385K -$4.83M -3,715 -93%
CI
744
Conning Inc
Connecticut
$385K -$5.2K -4 -1%
SIM
745
Sentry Investment Management
Wisconsin
$384K
PA
746
Pinnacle Associates
New York
$381K -$9.1K -7 -2%
HCM
747
Howard Capital Management
Georgia
$381K +$347K +267 New
UAS
748
United Asset Strategies
New York
$377K
IWS
749
Integrity Wealth Solutions
Colorado
$377K
MC
750
Moors & Cabot
Massachusetts
$375K +$32.5K +25 +11%

TDG Hedge Fund Activity: Q3 2024 in Review

1,025 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2024, worth a combined $74B — up 8.9% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new TDG positions and 88 closed out — a net gain of 32 holders — while 393 added to existing stakes and 350 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $283M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $1.4B sold.

  • 1,025 institutional investors held TransDigm Group (TDG) as of Q3 2024, up from 1,001 in Q2 2024.
  • Funds reported $74B of TransDigm Group stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 120 funds opened new TransDigm Group positions in Q3 2024 and 88 closed out, a net change of +32 holders.
  • The largest TransDigm Group buyer in Q3 2024 was WINDACRE PARTNERSHIP LLC, an estimated $283M added.
  • The largest TransDigm Group seller in Q3 2024 was Matrix Capital Management Company, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2024.